Learn about year-end version requirements and resources.
Year-End Version Requirements
- The Vista year-end version for the current tax year.
- A currently-supported version of HR Management (the latest version or up to one prior version).
Resources for Year-End Processing
- Quarter/Year-End Processing: From this page, you can navigate to information on year-end processing in the Vista Payroll module. This includes W-2, Unemployment, and ACA reporting for the United States, as well as PAYG reporting for Australia and T4 processing for Canada.
- Process W-2s in Vista: This page includes detailed information on setting up the PR W-2 Process form to initialize (or re-initialize) W-2 information for a specified year and generating W-2 forms for electronic filing.
Web portal Help:
For a collection of pages that can help answer frequently asked questions about year-end processes related to the web portal, including viewing or printing W-2s, and managing benefits, applicant tracking, and onboarding at year-end, see Year-End Resources for the Web Portal.
About the Vista-Aatrix Integration
Aatrix is recommended for all US and Canadian regulatory reporting, including printing and e-filing of W-2s, 1094/1095s, 1099s, T4s, and T5018s. However, Vista does provide the ability to generate and download Federal W-2s and 1099-NECs for manual submission to the IRS.
Since Aatrix does not send data back to Vista, you may want to manually update your data in Vista to match the corrections you make in Aatrix; however, you cannot submit corrections to Aatrix via Vista.
See Make Corrections to Regulatory Filings via Aatrix in Vista Help for more information.