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Welcome to the Sage HRMS Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Sage HRMS Year-end Center Step 5: Using Sage Payroll Tax Forms and eFiling by Aatrix
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  • Sage HRMS Year-end Center
  • Installation
  • +Payroll
  • Product and Tax Updates
  • Reports and Tax Forms
  • -Year-end Checklists
    • Attendance in Sage HRMS
    • +Canadian Payroll Year-end Checklist
    • -U.S. Payroll Year-end check list
      • Step 1: Download product update
      • Step 2: Update earnings, deductions and taxes
      • Step 3: Validate year-end reports and transaction history
      • Step 4: Review taxes and employee information
      • Step 5: Using Sage Payroll Tax Forms and eFiling by Aatrix
      • Step 6: Prepare for next year's payroll
    • Human Resources - Benefits Topics
  • Year-end Training: Sage University
  • U.S. Acts & Legislations

Step 5: Using Sage Payroll Tax Forms and eFiling by Aatrix

With Sage Payroll Tax Forms and eFiling by Aatrix, you can file more than 250 state, provincial, and federal unemployment, withholding, and new hire reports from the data produced by Sage HRMS. Using Aatrix enables you to print W-2s. and make electronic W-2 forms available to employees through the Aatrix website, accessed directly from Sage HRMS.

To eFile federal forms 940, 943, 944, and 945

  1. Select Reports > Payroll > Government Reports > Federal Tax Filing.
  2. Select the form you want to file.
  3. Click Display to start the process. The Sage Payroll Tax Forms and eFiling by Aatrix window opens and walks you through the process of validating the information and creating and filing the form.

To file supported state forms

  1. Select Reports > Government Reports > State Tax Filing.
  2. Select the state for which you want to file. The supported forms for that state will appear.
  3. Select the form you want and click Display. The Sage Payroll Tax Forms and eFiling by Aatrix window opens and walks you through the process of validating the information and creating and filing the form.

For demos, instructions, and webcasts about using Aatrix for eFiling your payroll tax forms in Sage HRMS, go to https://partner.aatrix.com/sagehrms.

If you haven’t already registered, review the following online help topic for instructions: About Sage Payroll Tax Forms and eFiling by Aatrix.

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