W-2/1099 Preparer Issue with local tax

I can't get Sage to pass data to the Aatrix software.  In Ohio I have city local and school district taxes. In the Current Earnings report I have

Local, School, and Local 2  I want those to link to Ohio Rita Local, Ohio School District, and Ohio City (Middletown which isn't in RITA)  The Aatrix wizard listing the local tax items is correct and it accurately puts the Ohio Rita (Local from Sage) data into the wizard, but the School district (school in sage) and Middletown (Local 2 in Sage) are all blank.  All three of these are user maintained tax tables.  What am I not setting correctly to pass the data from Sage to Aatrix?

Parents
  • 0

    As of 29 Dec 20 (with all updates) still doesn't work or I'm missing something in my user maintain payroll formulas.  When I start the w-2/w-3 process, only the State withholding and Fairborn City tax show up (image cropped to hide full account numbers).  I manually add the other three and when the Aatrix software launches the three I've added are empty.  They have their own account numbers and other tax Sage tax reports show the values.  What am I missing.

    Sorry the image doesn't work

Reply
  • 0

    As of 29 Dec 20 (with all updates) still doesn't work or I'm missing something in my user maintain payroll formulas.  When I start the w-2/w-3 process, only the State withholding and Fairborn City tax show up (image cropped to hide full account numbers).  I manually add the other three and when the Aatrix software launches the three I've added are empty.  They have their own account numbers and other tax Sage tax reports show the values.  What am I missing.

    Sorry the image doesn't work

Children
  • 0 in reply to Bob Sudduth

    I don't think you are missing anything.  After all this time, we should be able to pull in all the information correctly.  I'm also still manually adding mine.  Then the W-3 is screwed up on the local portion.  When I add in the school district manually, it doubles it on the W-3.  I assume because it is then pulling from the local and the school district that I manually entered.  I don't know how many times I started over just trying to get the W-3 to have the correct amounts.  I should have been done an hour ago