Vista W-2 eFiling by Aatrix

The end of the year brings many responsibilities for businesses, and one of the most important tasks is preparing and distributing W-2 forms to employees. This process can be complex, but with careful planning and organization, you can ensure a smooth and hassle-free experience. Aatrix and Vista work together to streamline the process of preparing and filing W-2 forms. Here's a brief overview of how they integrate.

‍Some items to review before starting W-2’s

• Ensure that all employee information, such as names, addresses, and Social Security Numbers are accurate and up-to-date. Incorrect information can cause delays.
• Make sure that all the yearly taxable income is up-to-date and you are done with all the check dates for your filing year.  Enter taxable fringes for employees and highly compensated employees.
• Make sure you have received all the state agency account numbers.
• Review and verify your yearly accumulations are correct.

Aatrix and Vista work together to prepare and file W-2 forms. Here's a brief overview of how they integrate:

• Initializing W-2 Data in Vista - PR W-2 Process: Start by initializing the W-2 data for the year using Vista's PR W-2 Process. 
• Launch Aatrix: Click on "Launch Aatrix Print and eFile" under "Tasks" to bring up the Aatrix W-2 Print and eFile selection form.
• Reviewing Company and Employee Information - Company Setup: Aatrix will guide you through a company setup wizard to review and confirm company information.  Employee Data: Review employee data in a grid format to ensure accuracy and completeness.
• Selecting Filing Options - eFiling Package: Choose from various eFiling options, including eFiling just the Federal and/or State W-2s/W-3s, or printing all copies.
• Form Review: Use the Form Viewer to review your forms before submission.
• Submitting Forms - eFile Wizard: Follow the eFile wizard to submit your forms to the eFile Center.
• Enrollment: Ensure you're enrolled in the eFile center to obtain a username and password.

Benefits of Using Aatrix with Vista

• Time and Cost Savings: Automate the creation and filing of W-2 forms, saving time and reducing costs.
• Accuracy and Compliance: Ensure accurate data entry and compliance with IRS requirements.
• Most clients opt to have the Complete W-2 efile service by Aatrix in order file and mail their W-2’s so they do not have to worry about buying the correct forms ahead of time, making sure forms are compatible with printers, mailing the correct copies to employees and states.  Aatrix also can do the annual reconciliation reports.

The following link to the partner page with Aatrix and Vista contains helpful screenshots and instructions, pricing/filing options, and a video W-2 demo which takes you through the process. I recommend watching this video if you are a returning customer or new customer first for review before you start your W-2 filing process.

‍Vista by Viewpoint - Aatrix Partners

‍Aatrix has a helpful link with all Year-End Efile Deadlines below:

‍Aatrix Year-End eFile Deadlines

‍By utilizing the integration of Aatrix with Vista, you can simplify and streamline the process of preparing and filing W-2 forms. Starting with accurate data preparation and leveraging automated tools, you ensure compliance, save time, and reduce errors. Embrace these steps to navigate the year-end with confidence and set the stage for a smooth W-2 filing season.

As always, if you need assistance with any Vista processes, please visit our website ConstrucTech Consulting and Book a Call with one of our consultants.