Create / Submit Regulatory Filings using Aatrix

You can use Aatrix to create and submit your company's Federal and state regulatory reports and electronic files.

Important: The Aatrix application does not send data back to Vista. If you discover errors and make corrections in Vista, you must re-upload the data to Aatrix.

To create and submit regulatory reports and electronic files using Aatrix:

  1. From the main menu, select Payroll > Programs > PR Aatrix Report Selection.
  2. In the Tax Year field, enter the reporting tax year
  3. From the Federal/State drop-down (to the right of the tax year), select Federal or the reporting state.
    The Form Type field displays the relevant Federal or state regulatory forms/reports.
  4. Select the desired regulatory form/report.
    The Date Filter section displays date or period options relevant to the form/report you selected.
  5. Enter or select the appropriate date(s) or period.
  6. Click Continue to launch the Aatrix Wizard.
  7. Follow the prompts in the Aatrix wizard to complete the process.
    Note: As you run through the wizard, you can enter data directly into the selected form. Some validation and calculations are provided for you. You must resolve any areas highlighted in red before you can complete your filing. For zero values highlighted in red, if those values are correct, you must manually enter 0.00 in those fields to validate the zero value. Otherwise, enter the correct value.