How to install, activate, update, and uninstall Federal and State Tax Reporting

• Select from one of the options below to install Federal and State Tax Reporting
• Install the Federal & State Tax Reporting application on any workstation that accesses Payroll or Accounts Payable tax forms
• Each workstation requires its own installation

Install from Payroll, Period End, or 1099 Tax Reporting

1. Select any of the Tax Reporting menu tasks below.
   • Open Payroll, Period End, Federal and State Tax Reporting
   • Open Accounts Payable, Reports, Form 1099 Tax Reporting
2. Select Yes if prompted with: "The Tax Reporting client needs to be installed. Do you want to proceed?"
3. You can restrict this task from roles assigned to users. Deselect the following options in the Library Master, Main, Role Maintenance, Main tab for each role.
   • Open, Accounts Payable, Reports/Forms, Form 1099 Tax Reporting
   • Open, Payroll, Update/Period End, Federal and State Tax Reporting

Install from Wksetup folder

1. From the workstation, open Windows Explorer.
2. Browse to the "..\MAS90\Wksetup" folder on the server where you've installed Sage 100.
3. Right-click Autorun.exe, select Run as Administrator.
    NOTE: Don't install Federal and State Tax Reporting on the server. 
4. Select Install Federal and State Tax Reporting to start the InstallShield Wizard.
5. Select Next.
6. Click, Accept.
7. Select Finish.
8. Repeat for each workstation that needs access to Federal and State Tax Reporting.

Activate

1. Perform either of the following.
   • Open Payroll, Period End, Federal and State Tax Reporting
   • Open Accounts Payable, Reports, Form 1099 Tax Reporting
2. Select Activate.
3. If using a proxy server, select Proxy, and enter the applicable information.
4. Select OK.

Aatrix Update

Aatrix mandatory quarterly updates release on March 20, June 20, September 20, and December 20.

• If the 20th falls on a weekend, the release is on the Friday before
• In the March update, the new tax years 941 form will be updated
• In the December update, the current tax year's annual forms updates. That is W2, 1095, 940 and 1099

Update using one of the following methods

 NOTE: If you receive no prompt to update, see Unable to Install Aatrix Federal and State Tax Reporting Updates.

1. Open Payroll, Period End, Federal and State Tax Reporting.
2. Open Accounts Payable, Reports, Form 1099 Tax Reporting.
3. Select any form, and click Accept.
4. If you need a form update, you'll receive one of the following prompts."
   • Click Yes at "There’s a mandatory quarterly update available... Do you wish to update now?"
   • Click Automatic Update at "A forms update is required to make sure you have the latest forms"
5. Review the selections, and select Next.
6. Select Close at the Update Complete message.

Uninstall

1. Select Windows Start button, Control Panel, Add/Remove Programs.
2. Select Federal and State Tax Reporting, and click Uninstall.
3. Select Remove, Next.
4. Select OK at the "Do you want to completely remove the selected application and all of its features?" dialog box.
5. Select Finish.

Aatrix Technical Information

• For specific technical information & permissions required for Aatrix
• For more information on how to print &/or eFile tax forms