eFile W-2/W-3's (macOS)

Aatrix on macOS cannot produce a W-2C, the form used to submit corrections to a submitted W-2 form. If you have access to a Windows environment, it is recommend to generate W-2 forms using CDM+ on Windows to allow for future corrections.

If you do not anticipating needing W-2C forms or are comfortable submitting a W-2C you create manually, proceed to create W-2 and W-3 forms on macOS.

Before we begin the processing of W-2's, we want to ensure that specific areas of CDM+ Payroll are set up properly. These areas will include:

• Payroll Payer Records
• Deduction Setup
• Employee Records Setup and Housing Allowance pay item

Review Payer Records

Program → Payroll → Payer Records

1. Click All in the lefthand sidebar to see all of the created payer records. Select the record used to create this past year's payroll.
2. Ensure Federal ID Number is correct.
3. Review Company information and make sure it is correct. 

4. Review Contact information and ensure that it is correct. 

   

   This information can be updated in the Aatrix Form Viewer, however, this does not update the information in CDM+.

   

   Also, ensure that the proper 941 Depository Frequency is select. If you file a Schedule B form, then select 'Semi-weekly.' In our example, the church does not file a schedule B so 'Monthly' is selected.

5. Ensure that State is selected and the State's Tax ID is correct.

Review Deductions

Example: 403-B Deductions to be printed on W-2's

Program → Payroll → Deduction Setup Records

1. Click All in the lefthand sidebar to see all of the created deductions. 
2. Select the 403-B Contribution record in the Results List.

3. Ensure the W-2 Form field is set to 'W2 Box 12 - Code E.'
   
   

   

   You could also perform a simple search to find a specific deduction, by clicking on the Find option in the lefthand sidebar.

Example: Local Tax Setup

1. Select the local tax deduction in the Results List. In our case, the local tax is named Clark County Tax.
2. Ensure the Tax Form field is set to 'Local Withholding.'
3. Ensure the correct local tax account number is correct.
4. Ensure the correct Local Type is selected.

Review all deductions that will be reported on your W-2's to ensure that the W-2 field has the appropriate option selected. Contact a Tax Professional if you are unsure of the appropriate selection.

Review Employee Record Setup

Program → Payroll → Employee Records

1. Open Setup tab of Employee Record window.

2. Review the information under the W-2 section of the Employee Records Setup tab. For example, if an employee is contributing to a retirement plan, then the checkbox 'Retirement Plan' must be checked. In addition, if the employee has elected to only receive their W-2's electronically, then the checkbox labeled 'Electronic W2 Only' must be checked.
   
   

   

   
   
   
   

   The Electronic W2 Only option requires that you have signed authorization forms for each employee electing to receive electronic W-2's only. Note: NO paper W-2's are generated when this is selected.

3. Now, let's look at the Housing Allowance Pay Item. Click on the Pay Items tab.
   
   

   

   
   

Review Employee Record Housing Allowance Pay Item W-2 Field Setup

1. Select the 'Housing' pay item under the Pay Items list.
2. Ensure that the W-2 Line for the Housing Allowance is set to 'W2 Box 14 - Other' and the W2 Description reads 'Housing.'
3. Click on the Taxes/Deduction tab.

Review Employee Record Housing Allowance Pay Item Setup under Taxes/Deductions

1. Ensure all tax items are set to 'Exempt' and all of the checkboxes for 'Exclude from W-2' under Status are checked.

Note: The 'Exclude from W-2' can be thought of as excluding this item from Box 1 on the W-2.

Ensuring that the checkboxes under Status are checked is critical. If these checkboxes are not checked, then the Housing Allowance will be included in Box 1 of the W-2 and Box 14 which will overstate your income in Box 1.

Begin the W-2 Process

With the above items complete, we are ready to begin the processing of this year's W-2's.

Reports → Payroll Reports → Payroll Tax Forms

1. Select 'the past year's W-2/W-3.'
2. Enter 'the past year' in the Year field.

Withholding Clarification window

Upon clicking to open the W-2/W-3 forms, a dialog opens wanting you to tell the Aatrix Forms Viewer whether you implemented the Payroll Tax Deferment Program in 2020. You must click the appropriate selection. 

In our example, we did not implement the Payroll Tax Deferment program, so we click No.

Review company Federal Employee Identification Number (FEIN)

1. Ensure that the Company FEIN is correct. If it isn't, you can correct it here.

   

   Any changes made in the Setup Wizard will not be reflected in CDM+.

2. Click Next to move to the next window.

Review Company Information

1. Review all of the information on this screen. This information is included on the W-2/W-3's so it must be accurate and complete. You can make the changes in this window, but they will not be reflected in CDM+. You should update this information in CDM+ Payer Records at your earliest convenience.
2. When you are satisfied that the information is correct, click Next to move to the next window.

You can make changes in this window, but these changes will not be reflected in CDM+. To update your payroll information in CDM+, you need to go to Payer Records.

Identify Tax Payer Type

1. Since you are filing the W-2/W-3's for your church or organization, select the first radio button.
2. Click Next to continue.

Review State and Local Tax Items

1. Ensure the State information is correct.
2. Ensure Local Tax information is correct.
3. Click Finish when you are ready to continue.

Video of Company Setup Process

Upon opening the Aatrix Forms Viewer, we jump right into the verification process. 

Processing a Report

1. Look over the process listed in this window and when ready, click OK.

Step 1: Verify Employee Social Security Numbers

1. During this step, you use the Next Page and Previous buttons to page through the pages of the forms. As you move to each page, review the employee social security numbers for accuracy.
2. When done, click Next Stage.

Aatrix Forms Viewer analyzes your data

Going through each step allows the Aatrix Forms Viewer to check the data. If any issues are found, they will be highlighted in red.

Step 2: Verify Employee Names and Addresses

1. During this step, use the Next Page and Previous buttons to page through all of the pages and review the names and addresses for each employee.
2. When done, click Next Stage.

Step 3: Verify Federal Wages

1. As you move through the pages, review and verify the federal wages for each employee.
2. When this is complete, click Next Stage.

Step 4: Verify State Wages

1. In this step, you will move through all of the form pages verifying the state wages for all of your employees.
2. When done, click Next Stage.

Step 5: Verify Medicare and Social Security Wages

1. Once again, you will page through the forms reviewing Medicare (Box 5) and Social Security (Box 3).
2. When you have verified this information, click Next Stage.

Step 6: Verify Social Security Withholdings

1. Verify that multiplying the Social Security Wages in Box 3 by 6.2% equals the amount held in Box 4 (Social Security Withheld). 
2. When satisfied that Box 4 is correct for all employees, click Next Stage.

Step 7: Verify Medicare Withholdings

1. Verify that the Medicare withholdings for each employee are correct. It should be 1.45% of Medicare Wages in Box 5. 
2. When done, click Next Stage.

Step 8: Verify all the items in Box 8 through 14

1. Go through each page verifying the items in Box 8 through 14.
2. When satisfied that the information is correct, click Next Stage.

All Steps Complete

1. All of the required steps are complete. You are ready to begin processing your W-2's. Click Next Stage.

Agree that you are done reviewing

1. This step gives you one more opportunity to go back and review your data before the processing begins. If you are certain that all of the data is correct, click Agree.

Begin the process of printing or eFiling your W-2s

1. Click Process.

Video for Verification Process

Processing Options

1. In order to eFile your W-2/W-3's, select the first radio button under Processing Options, 'Complete eFiling Solution.'
2. Click Continue to move to the next window.

Printing of W-2 Forms

During the eFile process, the Employer Record form will be printed.

1. Click Print
2. Click Next to go to the step.

Setup Information for printing W-3 Form

1. Select the Kind of Payer. In our case, it is 941 payer.
2. Select the Kind of Employer. In this example, it is '501c Non-government.'
3. Click Continue

Sign into Aatrix eFile System

An Aatrix eFile account is needed for this step. An account can be created at the Aatrix eFile site. 

1. Enter Username and Password
2. Click Login

Review Enrollment Information

1. Review the information on file and if any changes are needed, click on the link in the window.
2. Click Next to move to the next window.

Aatrix Tax Form Transfer Agreement

1. Read the information in this window and determine whether you wish for your employees to securely import their W-2 data into their income tax filing solution. In our example, we are selecting No.
2. Click Next

Information about an Aatrix eFile Package

1. Click No Thanks moving to the next step in the eFile process.

Pricing Information

1. Review the pricing.
2. Click Next to continue.

Choose W-2 Submission Dates

1. Select the date for employee copies to be mailed.
2. Select the date range you want your federal W-2's and W-3 to be filed.
3. Select the date range you want your state W-2's and W-3 (or reconciliation) to be filed.
4. Click Next to move to the next step.

Enter Credit Card Information

1. Enter all of the information for the required fields (fields with *).
2. Click Next

Confirmation

1. Review information in this window.
2. Click Submit to submit your W-2's and W-3 data.

Video of eFiling Process