Wiki source code of Merging
Last modified by Peytience S on 2023/11/10 15:14
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5.1 | 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.** === |
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2.1 | 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.** ====== |
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1.1 | 4 | |
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2.1 | 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**. ====== | ||
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3.1 | 8 | * **Note: You cannot submit multiple filings for a single EIN. Please merge the databases before filing.** |
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2.1 | 9 | ))) |
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7.1 | 11 | [[image:Merging_01.png||alt="Merging" height="487" width="651"]] |
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1.1 | 12 | |
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3.1 | 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. |
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2.1 | 16 | ** ((( |
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3.1 | 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).** ====== |
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2.1 | 18 | ))) |
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1.1 | 19 | |
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7.1 | 20 | [[image:Merging_02.png||alt="Merging" height="503" width="674"]] |
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1.1 | 21 | |
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2.1 | 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). ====== | ||
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4.1 | 28 | ====== 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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2.1 | 29 | ))) |
| 30 | * ((( | ||
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5.1 | 31 | Repeat the previous steps. |
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2.1 | 32 | ))) |
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1.1 | 33 | |
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7.1 | 34 | [[image:Merging_03.png||alt="Merging" height="503" width="673"]] |
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1.1 | 35 | |
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2.1 | 37 | * ((( |
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5.1 | 38 | ====== 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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2.1 | 39 | ))) |
| 40 | * ((( | ||
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6.1 | 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**. ====== |
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2.1 | 42 | ))) |
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1.1 | 43 | |
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7.1 | 44 | [[image:Merging_04.png||alt="Merging" height="168" width="462"]] |
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1.1 | 45 | |
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7.1 | 47 | * The data files will now begin to merge. |
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2.1 | 48 | * ((( |
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3.1 | 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. ====== |
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2.1 | 50 | ))) |
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1.1 | 51 | |
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7.1 | 52 | [[image:Merging_05 (1).png||alt="Merging" height="207" width="493"]] |
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1.1 | 53 | |
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3.1 | 55 | * Once the data files are merged, click **Continue**. |
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1.1 | 56 | |
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7.1 | 57 | [[image:Merging_06.png||alt="Merging" height="411" width="555"]] |
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1.1 | 58 | |
| 59 | **~ ** | ||
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3.1 | 61 | * **Merging is now complete!** The form will now open with the merged data from all the data files. |
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2.1 | 62 | * ((( |
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3.1 | 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**. ====== |
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4.1 | 64 | |
| 65 | ---- | ||
| 66 | |||
| 67 | == Related Pages: == | ||
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| 70 | === [[Supported Filing Formats through Aatrix>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Supported Filing Formats through Aatrix.WebHome]] === | ||
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6.1 | 72 | ====== Read about Aatrix' Compliance to agencies. ====== |
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4.1 | 73 | |
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| 75 | === [[Social Security Number Information>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Social Security Number Information.WebHome]] === | ||
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6.1 | 77 | ====== Learn about valid Social Security Numbers. ====== |
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4.1 | 78 | |
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| 80 | === [[Account Number Formatting>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Account Number Formatting.WebHome]] === | ||
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6.1 | 82 | ====== Read how to adjust Account Number Formats. ====== |
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4.1 | 83 | |
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| 85 | === [[Taxable Unemployment Wages>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Taxable Unemployment Wages.WebHome]] === | ||
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6.1 | 87 | ====== Read more about State Unemployment Reports, Taxes, and Rejections. ====== |
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4.1 | 88 | |
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| 90 | === [[eFiling Cutoff Dates>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.eFiling Cutoff Dates.WebHome]] === | ||
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6.1 | 92 | ====== Learn about Aatrix eFile's Cutoff Dates. ====== |
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2.1 | 93 | ))) |