File W-2s Using Aatrix

You will use Aatrix to generate the electronic files for federal, state, and local W-2s.

Beginning December 2021, you must print and eFile W-2s using Aatrix. If you have not yet installed Aatrix on your local workstation, you must do so prior to processing W-2s. For more information, see Enable Aatrix on a Workstation and Prerequisites to using the Aatrix application.
Note: Before you print and eFile your W-2s via Aatrix, you should print the PR W-2 Preview Report to make sure that all of the necessary information has been entered and is correct. If information has not been set up correctly, you can recreate the W-2 files using PR W-2 Process. For more information, see Preview Federal and State W-2 Reporting Information .
  1. From the main menu, select Payroll > Programs > PR W-2 Process.
    The PR W-2 Process form displays.
  2. In the Tax Year field, enter the tax year for W-2s.
  3. Make sure that you entered the required information for federal filing. This information includes the following fields: User ID#, Contact Name, Phone, and Delivery Address.
  4. Select Tasks > Launch Aatrix Print and eFile.
    The PR Aatrix - W2 Print and eFile form displays.
  5. The Tax Year field defaults the year you specified in the PR W-2 Process form. Accept the default or enter the correct reporting year.
  6. In the Form Type selection box, select the appropriate W-2/W-3 report for your location.
  7. Click Continue.
    The Aatrix applications displays.
  8. Follow the prompts in the Aatrix application to complete the process.
    Note: The Aatrix application does not send data back to Vista. If you need to make corrections once you have submitted your W-2s, you must do so directly in Aatrix. For more information, see Make Corrections to Regulatory Filings via Aatrix.