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| author | version | line-number | content |
|---|---|---|---|
| 1 | === **Notice: If there are multiple databases for a single EIN (Employer Identification Number) either in a different location or payroll/accounting application, then merging is required.** === | ||
| 2 | |||
| 3 | ====== 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.** ====== | ||
| 4 | |||
| 5 | * ((( | ||
| 6 | ====== 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**. ====== | ||
| 7 | |||
| 8 | * **Note: You cannot submit multiple filings for a single EIN. Please merge the databases before filing.** | ||
| 9 | ))) | ||
| 10 | |||
| 11 | [[image:https://www.aatrix.com/files/8814/2230/9171/Merging_01.png||alt="Merging" height="487" width="651"]] | ||
| 12 | |||
| 13 | **~ ** | ||
| 14 | |||
| 15 | * 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. | ||
| 16 | ** ((( | ||
| 17 | ====== **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).** ====== | ||
| 18 | ))) | ||
| 19 | |||
| 20 | [[image:https://www.aatrix.com/files/4414/2230/9172/Merging_02.png||alt="Merging" height="503" width="674"]] | ||
| 21 | |||
| 22 | **~ ** | ||
| 23 | |||
| 24 | * ((( | ||
| 25 | ====== 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). ====== | ||
| 26 | ))) | ||
| 27 | * ((( | ||
| 28 | ====== After saving the data file, click **Close**. Now, log into the next **Database** (sometimes referred to as **Company** in the accounting software). ====== | ||
| 29 | ))) | ||
| 30 | * ((( | ||
| 31 | Repeat the previous steps. | ||
| 32 | ))) | ||
| 33 | |||
| 34 | [[image:https://www.aatrix.com/files/5314/2230/9173/Merging_03.png||alt="Merging" height="503" width="673"]] | ||
| 35 | |||
| 36 | |||
| 37 | * ((( | ||
| 38 | ====== Once all data files have been saved, check the box beside each data file needing to be merged together, then click **Merge**. ====== | ||
| 39 | ))) | ||
| 40 | * ((( | ||
| 41 | ====== 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**. ====== | ||
| 42 | ))) | ||
| 43 | |||
| 44 | [[image:https://www.aatrix.com/files/4514/2230/9174/Merging_04.png||alt="Merging" height="168" width="462"]] | ||
| 45 | |||
| 46 | |||
| 47 | * The data files will now begin to merge. | ||
| 48 | * ((( | ||
| 49 | ====== 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. ====== | ||
| 50 | ))) | ||
| 51 | |||
| 52 | [[image:https://www.aatrix.com/files/5014/2230/9174/Merging_05.png||alt="Merging" height="207" width="493"]] | ||
| 53 | |||
| 54 | |||
| 55 | * Once the data files are merged, click **Continue**. | ||
| 56 | |||
| 57 | [[image:https://www.aatrix.com/files/6414/2230/9175/Merging_06.png||alt="Merging" height="411" width="555"]] | ||
| 58 | |||
| 59 | **~ ** | ||
| 60 | |||
| 61 | * **Merging is now complete!** The form will now open with the merged data from all the data files. | ||
| 62 | * ((( | ||
| 63 | ====== To go back to using a single data file, click the **Single** button on the Multiple Payroll Data Files screen within the **Company Setup**. ====== | ||
| 64 | |||
| 65 | ---- | ||
| 66 | |||
| 67 | == Related Pages: == | ||
| 68 | |||
| 69 | |||
| 70 | === [[Supported Filing Formats through Aatrix>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Supported Filing Formats through Aatrix.WebHome]] === | ||
| 71 | |||
| 72 | Read about Aatrix' Compliance to agencies. | ||
| 73 | |||
| 74 | |||
| 75 | === [[Social Security Number Information>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Social Security Number Information.WebHome]] === | ||
| 76 | |||
| 77 | Learn about valid Social Security Numbers. | ||
| 78 | |||
| 79 | |||
| 80 | === [[Account Number Formatting>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Account Number Formatting.WebHome]] === | ||
| 81 | |||
| 82 | Read how to adjust Account Number Formats. | ||
| 83 | |||
| 84 | |||
| 85 | === [[Taxable Unemployment Wages>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Taxable Unemployment Wages.WebHome]] === | ||
| 86 | |||
| 87 | Read more about State Unemployment Reports, Taxes, and Rejections. | ||
| 88 | |||
| 89 | |||
| 90 | === [[eFiling Cutoff Dates>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.eFiling Cutoff Dates.WebHome]] === | ||
| 91 | |||
| 92 | Learn about Aatrix eFile's Cutoff Dates. | ||
| 93 | ))) |