<p>Title: Overview of the eFiling Process through Aatrix®</p><p>Question: What is eFiling by Aatrix?</p><p>Answer: eFiling by Aatrix® is the process of electronically submitting your W2 and 1099 Tax information to Federal and/or State authorities. It is handled in Sage Fund Accounting through integration with Aatrix®. The price depends on the filing you are doing and how many records you are filing. The current pricing is as follows:</p><p>1099 Federal Filing Free 1099 State Filing $.69/Vendor with a $24.95 minimum charge</p><p>W2 Federal Filing Free W2 State Filing $.69/Employee with a $24.95 minimum charge W2 Local Filing $.69/Employee in addition to other charges</p><p>For both 1099’s and W2’s there is a complete filing solution. Aatrix® will do your Federal and State filing as well as print and mail your 1099’s/W2’s. The cost of this is $1.79 per employee/vendor. If you complete your filing before Jan 15th 2012 the cost is $1.64 per employee/vendor. In either case, there is a $24.95 minimum charge.</p><p>Question: How does it work?</p><p>Answer: To eFile, you will need to launch Aatrix® from within Sage Fund Accounting. Then go through a check and verification process to make sure all your information is correct. After the verification process is complete, you can select the type of e-Filing you want to do. You will need to provide some information and at the end of the process you will be prompted to log into the secure Aatrix® website. For more detailed information, see KB 318517 for 1099 Instructions and KB 318516 for W2 instructions</p><p>Page 1 of 7 Question: Do I have to have an account set up with Aatrix® in order to eFile?</p><p>Answer: Yes. Before you can complete the eFiling process, you must have an account with Aatrix®. If you have never set up an account before, there are several ways to do this.</p><p>In Payroll, select Activities>Tax Reporting>eFiling and Electronic Payments by Aatrix® or go to https://efile.aatrix.com/.</p><p>OR</p><p>If you have already begun your eFiling process, you can click on the Forgot Login</p><p>After that Click Enroll</p><p>Page 2 of 7 When you get to the enrollment site it will take you through the account creation process.</p><p>IMPORTANT After you have enrolled you MUST print out and fax an authorization form to Aatrix®. There is a link for this form in your company information.</p><p>Page 3 of 7 After your account has been set up, and after you log in, you will have a chance to verify your enrollment information. </p><p>The next step will confirm the charges (if any).</p><p>Then you will choose when you want Aatrix® to actually submit your filing to the federal government. It is strongly recommend you accept the default (just before it is due) to allow for corrections to any mistakes you discover.</p><p>Page 4 of 7 The next screen is a confirmation Screen</p><p>After you click submit your filing will be uploaded to the Aatrix® eFile server. The next screen will give you the confirmation. </p><p>Page 5 of 7 The Confirmation number is very important and you should write it down. If you have any issues with your filing and need to contact Aatrix® you will need your confirmation number.</p><p>In addition to this notification you should receive an email confirmation at the email address listed.</p><p>Also, you can log on to https://efile.aatrix.com And click the “Filings” link to look at the status of your filing</p><p>Page 6 of 7 Also if you go to your Inbox you will see a copy of the confirmation email that was sent.</p><p>If you have any questions or problems with your eFiling or your Aatrix® account it is best to contact Aatrix® directly.</p><p>You can use the “Contact Us” tab on the website</p><p>You can also email at [email protected] Or call 701-746-6814</p><p>Page 7 of 7</p>