Note: If you’re setting up local taxes for Pennsylvania, see steps to link Pennsylvania local taxes in Aatrix.

Add local taxes to W-2s

1. From the Payroll Tasks menu, select Federal eFile and Reporting.
2. If prompted for new or saved reports, click New report and click Next.
3. Click Link Aatrix Tax Types.
4. In the Link Aatrix Tax Types to PR Tax Rates window, click the asterisk button.
5. Type in a name for the group in the Group ID field.
6. Type a description in the Group Description field.
7. From the State drop-down, choose the state the local is in.
8. Click the Tax Description drop-down.
9. If you see the local tax you’re adding in the list, choose that tax. If you don't see the local tax in the list, choose Local Withholding (first item in the list).
10. Enter your Local EIN in the Employer ID field.
11. If you chose Local Withholding for the Tax Description, enter the description for the locality in box 20 of the W-2.
    Note: If you see the tax in the Tax Description drop-down, this field won’t be available and will automatically be added to box 20.
12. If the locality has multiple Tax IDs: 
    • Select Sum All Subject-To Amounts to add the amounts for this locality together for each Tax ID
    • If you need to report the highest subject-to amounts for this locality on the W-2, select Use Highest Subject-To Amount
      Note: The Tax amount will always show the sum of all Tax IDs added to the Aatrix tax group
13. In the Specify Tax Rates box, select Display Local Rates.
14. Click each Tax ID for this locality in the Available Rates list.
15. Click the right arrow button to add it to the Selected Rates included in this Aatrix tax group.
16. Click Save.
17. Repeat the steps above for each locality you wish to include on the W-2.

Review your Aatrix Tax Types Group Setup

1. In Payroll, choose Tasks, Federal eFile and Reporting.
2. Choose New report and click Next.
3. Click Link Aatrix Tax Types.
4. Click Report to generate a report with the setup information for each Aatrix Group.

Learn more: Visit Sage University to watch a video that shows you how to perform this task. Search for the Sage 300 Construction and Real Estate anytime learning subscription titled Year-end Procedures.