The loan application process requires specific Payroll reports.
For your 2019 IRS Quarterly 940, 941, or 944 Payroll Tax reports, use your Aatrix saved reports to provide these documents. They can be saved as a PDF or printed. If you are required to provide 2019 W2's use your Aatrix Saved Reports to reprint or save the file to a PDF.
For Gross wages for each employee, including officer(s) if paid W2 Wages:
Go to Federal State Tax Reporting and reprint W-2s for last year.
Check History Report > Selection Criteria = By Check Date Range > Uncheck the Print Check Details checkbox > select Print Taxes checkbox. Gross Earnings will print on the report.
Quartery Tax Report will print YTD Gross Wages
For PTO, Vacation Pay and Family Medical Leave Pay for Each Employee use the following reports
Check History Report > Selection Criteria = By Check Date Range > Uncheck the Print Check Details checkbox > select Print Earnings checkbox. Earnings summarized by employee/earnings code will print on the report.
Earnings Report, (can only do by quarter, which will include YTD) > Select the earnings for PTO, Vacation, and Family Medical Leave. Selection criteria = Equal To
For State and Local Taxes assessed on each Employee's earnings use the Subject to by Date Range
Go to Federal State Tax Reporting and reprint W-2s for last year.
Check History Report > Selection Criteria = By Check Date Range > Uncheck the Print Check Details checkbox > Select Print Taxes checkbox. Taxes summarized by employee will print on the report.
Quartery Tax Report will print YTD taxes.
For Fringe amounts for a specific date range:
Check History Report > Selection Criteria = By Check Date Range > Uncheck the Print Check Details checkbox > Select Print Earnings and Deductions checkbox. Earnings and deductions summarized by employee/earnings code and employee/deduction code will print on the report.
If fringes are employer contribution deductions, then the Deduction Report (can only do by quarter, which will include the YTD) > select the deduction codes > separated by commas, for those deductions > Selection criteria = Equal To.
If fringes are earnings then print Earnings Report (can only do by quarter, which will include YTD) > select the earnings for Fringe earnings > Selection criteria - Equal to.
For Vendor 1099 payment information:
Go to Accounts Payable > Reports. Select the Payment History Report. When printing the Payment History Report, enter the applicable Range of Dates and select the Print 1099 Vendors Only checkbox.