Upon opening the Aatrix Forms Viewer, we jump right into the verification process. 

Processing a Report

  1. Look over the process listed in this window and when ready, click OK.


Step 1: Verify Employee Social Security Numbers

  1. During this step, you use the Next Page and Previous buttons to page through the pages of the forms. As you move to each page, review the employee social security numbers for accuracy.
  2. When done, click Next Stage.



Going through each step allows the Aatrix Forms Viewer to check the data. If any issues are found, they will be highlighted in red.


Step 2: Verify Employee Names and Addresses

  1. During this step, use the Next Page and Previous buttons to page through all of the pages and review the names and addresses for each employee.
  2. When done, click Next Stage.


Step 3: Verify Federal Wages

  1. As you move through the pages, review and verify the federal wages for each employee.
  2. When this is complete, click Next Stage.


Step 4: Verify State Wages

  1. In this step, you will move through all of the form pages verifying the state wages for all of your employees.
  2. When done, click Next Stage.


Step 5: Verify Medicare and Social Security Wages

  1. Once again, you will page through the forms reviewing Medicare (Box 5) and Social Security (Box 3).
  2. When you have verified this information, click Next Stage.


Step 6: Verify Social Security Withholdings

  1. Verify that multiplying the Social Security Wages in Box 3 by 6.2% equals the amount held in Box 4 (Social Security Withheld). 
  2. When satisfied that Box 4 is correct for all employees, click Next Stage.


Step 7: Verify Medicare Withholdings

  1. Verify that the Medicare withholdings for each employee are correct. It should be 1.45% of Medicare Wages in Box 5. 
  2. When done, click Next Stage.


Step 8: Verify all the items in Box 8 through 14

  1. Go through each page verifying the items in Box 8 through 14.
  2. When satisfied that the information is correct, click Next Stage.


All Steps Complete

  1. All of the required steps are complete. You are ready to begin processing your W-2's. Click Next Stage.


Agree that you are done reviewing

  1. This step gives you one more opportunity to go back and review your data before the processing begins. If you are certain that all of the data is correct, click Agree.


Begin the process of printing or eFiling your W-2s

  1. Click Process.


Video for Verification Process