W-2 eFile Process (macOS)

Processing Options

1. In order to eFile your W-2/W-3's, select the first radio button under Processing Options, 'Complete eFiling Solution.'
2. Click Continue to move to the next window.

Printing of W-2 Forms

During the eFile process, the Employer Record form will be printed.

1. Click Print
2. Click Next to go to the step.

Setup Information for printing W-3 Form

1. Select the Kind of Payer. In our case, it is 941 payer.
2. Select the Kind of Employer. In this example, it is '501c Non-government.'
3. Click Continue

Sign into Aatrix eFile System

1. Enter Username and Password
2. Click Login

Review Enrollment Information

1. Review the information on file and if any changes are needed, click on the link in the window.
2. Click Next to move to the next window.

Aatrix Tax Form Transfer Agreement

1. Read the information in this window and determine whether you wish for your employees to securely import their W-2 data into their income tax filing solution. In our example, we are selecting No.
2. Click Next

Information about an Aatrix eFile Package

1. Click No Thanks moving to the next step in the eFile process.

Pricing Information

1. Review the pricing.
2. Click Next to continue.

Choose W-2 Submission Dates

1. Select the date for employee copies to be mailed.
2. Select the date range you want your federal W-2's and W-3 to be filed.
3. Select the date range you want your state W-2's and W-3 (or reconciliation) to be filed.
4. Click Next to move to the next step.

Enter Credit Card Information

1. Enter all of the information for the required fields (fields with *).
2. Click Next

Confirmation

1. Review information in this window.
2. Click Submit to submit your W-2's and W-3 data.

Video of eFiling Process