Processing

• First select the appropriate report from your "Federal Form Selector" inside the Accounting Software.
  • Getting there is different for each individual accounting software. Please consult with them for assistance getting to the "Form Selection" window.  
  • Make sure to set the correct year for the filing and set any thresholds available within the software. For example, if there is a particular minimum limit to set for vendors to appear on the report.  When this is complete, the report can be run.

• The first section that will appear is the "T4/T5018 Setup" wizard.  
  • This section will have youreview and confirm information about the company.  
  • This section also includes the ability to merge multiple data files together.

Note: All data files for that share a Business number and location code, must be merged together prior to eFiling. For more information on how to merge multiple data files click here.

• After getting through the "Setup Wizard", the "Preparer" will appear next.  
  • Review all of the employee/vendor information.  
  • On the left side of the Preparer will be the employee/vendor general information including their SIN, Name, Address, and any exemptions that may apply.
  • On the right side of the Preparer will be the employee/vendors financial data including income, contributions, premiums, and other pertinent data for the report.  
  • You may expand either the left or right section of the Preparer by clicking and dragging the vertical divider.  
  • To go back to the Setup wizard, click "Edit" at the top of the window and then select "Company Info" from the drop down list.  
  • Also in the "Edit" drop down, you may insert a row or column if additional information is needed for reporting or to add additional employees/vendors to the report.

• Click on the "Next Step" button at the top of the screen to advance and review each section of information in the Preparer.
  • The Preparer will perform error checking on the information. If an error is found, a prompt will explain in detail. There are two types of error checks:
    • The first type of error is a Fatal Error. If a fatal error is found, it will cause the eFiling to be rejected by the agency, and therefore must be corrected.  
    • Click the "Ok" button to correct these errors. Individual cells identified as erroneous will be highlighted in red.
    • The second type of error looks for other items that may or may not affect the filing to bring them to your attention. This is called a Non-Fatal Error.
  • In this situation, a dialog will appear stating that warnings were found, and affected cells will be highlighted.
  • To continue without correcting, select "Yes", or, choose "No" change the information.
  • 

• Next, the Printing and Filing Options window will appear.  

• Pick the filing options, then click "Next". Please note, accurate pricing for your account can be found by logging onto efileca.aatrix.com.
  
  The window will show a review of the actions that will be taken for the filing based on the options selected. Click "Next" when ready to proceed.

• Now, the forms will load, review them and add any information in available fields if needed.  
  • Use the "Print" buttons at the top to either print a copy for your records, or print the final copy for submission.  
  • When you are ready to proceed to the next form click the "Next Step" button.

Note: If you selected to eFile a report, you will only be allowed to print a copy for your records. This is to ensure there are no accidental re-submissions.

• When you click the "Next Step" button after the last report, an eFile session will start.  
  • Login using the Username and Password for the Aatrix Account.  
  • In the eFile session you will pay for the filing (if applicable), and select dates for report submission.  
  • At the end of the eFile session there will be a "Submit" button.  
  • After clicking "Submit", you will receive confirmation that Aatrix received the eFiling and get an AFID (Aatrix Filing Identification) number.  
  • An email will also be sent to the contact on file with a confirmation of the eFiling.