Generating quarterly forms from Payroll

How to print or generate my quarterly forms in Sage 300 CRE Payroll.

Select the form

1. From the Tasks menu, select State eFile and Reporting.
2. In the State eFile and Reporting window, select the report you want to generate.
3. Enter the date for the report, then click Next.
4. If you have local taxes, click Link Aatrix Tax Types to assign local tax IDs in the grid.
5. In the Employees to Process grid, all employees are selected by default. Clear the checkbox for employees to exclude their wages from the reports. You don’t need to clear the checkbox for employees with zero wages for the reporting period. Quarterly forms will only include employees with wages in the reporting period.
6. Click Next.
7. Click Generate.

Verify company information

1. If the Company Information Changes window displays, click OK.
2. Verify your Federal Employer ID Number and click Next.
3. Verify your company information and click Next.
4. Select I am filing for my company/employer and click Next.
5. In the State & Local Tax Items window, assign the correct tax account number. Add all state and local taxes you need to report on your forms. These items prefill if you already completed a federal or state tax form.
   • Click Remove to delete any taxes that you don’t want to print on the forms.
   • Click Edit to change the items already listed and Add to set up new tax items. The text on the window shows you the correct format.
6. To continue, click Next.

Complete and verify the report

1. Complete all the required red fields on the report and click Next Step. The report can have fields on more than one page.
2. In the Verify Report Complete window:
   • Click Agree to accept the report
   • Click Double Check to go back and make further corrections

Print or eFile your form

Print your form

1. To print your form, click the Print button.

eFile your form

1. Click the eFile button.
2. If you haven’t enrolled with Aatrix, click Enroll to launch the Aatrix eFile Center. Click the Enroll link and follow the prompts to set up your account.
3. On the Aatrix Secure eFile - EIN NOT ENROLLED window, click I have Enrolled and have my Login ID.
4. If you have an account with Aatrix, the Aatrix Secure eFile - Login window will display. Enter your Username and Password and click Login.
   Follow the prompts to complete the eFiling process.

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.

 

 

How do I link local taxes in Aatrix?

How do I eFile my quarterly forms?

How do I enroll for Aatrix eFiling?