Aatrix :: Account Number Formatting 

Account Number Formatting

Read how to adjust Account Number Formats.

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When using Aatrix for State and Federal Tax Filings, the information on the report is being populated using a data file created by the Payroll Software. In some cases, the Account Number may not be set up correctly and require adjusting. This can be completed by adjusting it directly in the Payroll Software and regenerating the report or using the following steps to adjust it within Aatrix.

    • Once the form is open, in the upper left-hand corner click on Edit and Company Setup.

Formatting on Forms - Company Setup.jpg

    • Proceed by clicking Next until you see the State & Local Tax Items screen.
    • From here, select the particular Tax Account Number that is incorrect and click Edit

Formatting on Forms - Company Setup2.jpg

    • This will bring up a window to update the account number. In the case that the format is not correct, clicking on the three dots to the right will allow for alternate formatting.
      Note: Depending on the state requirement, some characters within the account number will be hardcoded, whereas the question marks are editable.

 Formatting on Forms - Company Setup3.jpg

  • After finalizing the account number set up, proceed by clicking Next until you are back on the form. From here, the following message will appear. Close out of the form and then reopen it to see the changes to the account number.

Formatting on Forms - Company Setup4.jpg

Related Pages:

AATRIX eFile Website

Aatrix Support (Windows)

 Available Mondays through Fridays from 8:00am - 5:00pm CST
Phone: 701-746-6814
Fax: 701-746-4393 
Email: helpme@aatrix.com

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