Wiki source code of Merging

Version 3.1 by Peytience S on 2023/05/02 19:14
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1 ====== In order to enable merging, answer the question in the company setup on the **Multiple Payroll Data Files** screen with **Yes, I use multiple payroll data files for this EIN.** ======
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4 ====== The company setup will appear the first time you generate a report. The company setup can be changed at any time during the reporting process by going to **Edit** at the top of the window then **Update Company Setup**. ======
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6 * **Note: You cannot submit multiple filings for a single EIN. Please merge the databases before filing.**
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9 [[image:https://www.aatrix.com/files/8814/2230/9171/Merging_01.png||alt="Merging" height="487" width="651"]]
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13 * After selecting the multiple data files option, click **Next**. Then the Merge Dashboard will pop up. Here, you can save the database you are currently in, switch back to using a single database, export the database to be imported later on a different machine, import a recently exported database, or perform a merge for the current filing.
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16 ====== **Note: If you need to merge multiple databases that are located in different offices, use the export option. You can export this file to a thumb drive and place it in the computer at the other office to Import and merge it with the other database(s).** ======
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19 [[image:https://www.aatrix.com/files/4414/2230/9172/Merging_02.png||alt="Merging" height="503" width="674"]]
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24 ====== Use the **Multiple Payroll Data Files** screen to save the company data file you are currently logged into. Name this data file anything that uniquely identifies it (for example: Office Workers). To process the report on another workstation, use the **Export** button to save this data file (for a flash/thumbdrive or disk). ======
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27 ====== ​​​​​​​After saving the data file, click **Close**. Now, log into the next **Database** (sometimes referred to as **Company** in the accounting software). ======
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30 ​​​​​​​Repeat the previous steps.
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33 [[image:https://www.aatrix.com/files/5314/2230/9173/Merging_03.png||alt="Merging" height="503" width="673"]]
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37 ====== ​​​​​​​Once all data files have been saved, check the box beside each data file needing to be merged together, then click **Merge**. ======
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40 ====== ​​​​​​​The next prompt will ask if you have included the data files that have all employees included for this filing. If you have done so, please select **Yes**. ======
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43 [[image:https://www.aatrix.com/files/4514/2230/9174/Merging_04.png||alt="Merging" height="168" width="462"]]
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46 * ​​​​​​​The data files will now begin to merge.
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48 ====== ​​​​​​​If there are any duplicated employees, the software will prompt to combine their information. This may happen, for example, if you have a worker who is an office worker and also a field worker. If the employees' data is not combined already in one of the databases, make sure to combine them here by selecting **Yes** to merge them, or **Yes to All** to merge any duplicate records found in any of the data files. ======
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51 [[image:https://www.aatrix.com/files/5014/2230/9174/Merging_05.png||alt="Merging" height="207" width="493"]]
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54 * Once the data files are merged, click **Continue**.
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56 [[image:https://www.aatrix.com/files/6414/2230/9175/Merging_06.png||alt="Merging" height="411" width="555"]]
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60 * **Merging is now complete!** The form will now open with the merged data from all the data files.
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62 ====== ​​​​​​​​​​​​​​To go back to using a single data file, click the **Single** button on the Multiple Payroll Data Files screen within the **Company Setup**. ======
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