1099 Preparer

SOLVED

Has anyone else received a warning message when preparing 1099's using Aatrix requiring you enter a State Account Number for a North Carolina vendor? We are a New York Company preparing our 1099's and do not conduct any business in NC. One of our vendors is located in NC, and the Aatrix program won't let us proceed without entering our State Account Number. We do not have a State Account Number because we do not do any business in the state. We have spent hours contacting Sage Support and Aatrix support and neither can seem to provide us with a definitive answer. Any help would be appreciated!

Parents
  • 0

    Thank you for bringing this issue to our attention. Aatrix rolled out an update this afternoon that changes how the Filing State is prefilled. It will now prefill with the State from the Payer's address instead of the recipient's (vendor's) address.

    We sincerely apologize for any confusion and inconvenience this has caused.

  • 0 in reply to April Dahl

    We lost 3 days trying to get an answer on this.  Neither Aatrix nor Sage was helpful at all.  Referring us to our tax professional or IRS wasn't going to fix the problems in Sage and Aatrix, but that's all we got for a fix.  We ended up, after all of the money we pay in support, filing our 1099's with an outside company.  They had it right.  Sage and Aatrix didn't.  We are beyond frustrated.  Sage and Aatrix are supposed to be our support and help us, not cause more problems.

  • 0 in reply to Pish

    If you discussed it with a consultant, you would have had the answer you needed in under an hour.  I had a customer that filed their 1099's without my assistance and it was rejected for missing account number.  I walked them thru the wizard and showed them where to put the account number and manually adjusted the filing state to their state and it filed corrected 1099's with Aatrix.

    I suggest finding a good consultant that has been using the software for years.  It isn't part of the service contract you pay for with Sage, but I think you will find the headaches alot less when you are dealing with someone that knows your setup and can work with you to get to your end game alot quicker.

    John McLagan
    Sage Consultant
    Johnny on the Spot

Reply
  • 0 in reply to Pish

    If you discussed it with a consultant, you would have had the answer you needed in under an hour.  I had a customer that filed their 1099's without my assistance and it was rejected for missing account number.  I walked them thru the wizard and showed them where to put the account number and manually adjusted the filing state to their state and it filed corrected 1099's with Aatrix.

    I suggest finding a good consultant that has been using the software for years.  It isn't part of the service contract you pay for with Sage, but I think you will find the headaches alot less when you are dealing with someone that knows your setup and can work with you to get to your end game alot quicker.

    John McLagan
    Sage Consultant
    Johnny on the Spot

Children
  • 0 in reply to John McLagan

    Johnny, Sage and Aatrix are the two that put this together.  My consultant didn't.  They never recommended contacting the consultant.  Their suggestion was IRS or our tax consultant as I said twice previously.  Outside 1099 companies had none of these issues and they didn't know anything about our set up.  I will let my consultant know your thoughts.