Aatrix Software, Inc.
Payroll Series
Year End Procedures 2004 User Guide
Table of Contents
Click on a topic to navigate
Copyright and disclaimers
|
Index
(Checklist opens in its own window)
Update Tax Tables/Year
End Update
|
Installing the year
end update
|
Important Notes
|
Processing and Printing
W2s
|
Step 1 - Before processing
W2s
|
Step 2 - Process Your W2s
|
Step 3 - Print the W2 Queue
Detail Report
|
Step 4 - Print Your W2s
|
Printing process in general
|
Printing Test copies
|
Print the W2 Federal Copy
|
Print the Employer Copy
|
Print Employee Copies
|
Print the Notice to Employee
Copy
|
Process Form W3
|
Troubleshooting Form W2
and W3
|
Important Notes
|
Processing and Printing
Form 1099
Step 1 - Before processing
Form 1099
|
Step 2 - Processing
your 1099s
|
The 1099 Report Queue
|
Step 3 - Print your
1099s
|
Printing process in
general
|
Printing Test copies
|
Print the Federal Copy
|
Print the Employer
Copy
|
Print the Recipient's
1099 Copy
|
Print the Notice to
Recipient Copy
|
Printing Form 1096
|
Other Year-end Reports
|
Processing the forms
|
Processing Forms
|
Processing other
reports with Version 15
|
Print & Mail
reports
|
Aatrix FormViewer
|
Characteristics
of the FormsViewer window
|
Navigating the FormsViewer
window
|
Processing forms
|
Step One - Review
/ Edit
|
Step Two - My Copy
|
Step Three - Finish
and print State or Federal copy
|
Printing your forms
|
Page Align
|
Why back up?
|
Automatic Backup
|
Program backup
|
Manual backup of files
to external media
|
Restoring from a backup
|
Install options
|
Year-End Close
|
Archiving Files Annually
|
Preview Report Menu
commands
|
The Report menu
|
Add to Queue
|
View/Print Queue
|
Import to Queue
|
Exit Report
|
Using the Get Value
command
|
File menu commands
|
Print Options
|
Changing a payroll deduction
type
|
The Form W2 Setup dialogue
|
The Report Queue dialogues
|
Report Queue buttons
|
Print Queue dialogues
|
Print Queue commands
|
Setting Up 1099 vendors
|