Sage 100

Another W-2 dilemma - Client had a change of ownership back in April which necessitated a new FEIN. We created a new Sage company for the first four months wage reporting and then ran YE closing to reset YTD fields for the new company. Everything worked well for eight months (i.e. YTD wages, deductions, etc displayed for those eight months. NOW when they run the Aatrix W-2's for the eight months, ALL TWELVE months appear for that reporting. Help? Is there an easy fix? Is there a fix? call Sage? Call Aatrix?? Thanks in advance.

Were both companies included in the W-2 data pull into Aatrix?

Not sure what you mean. The company created for the 4 months of W2 data pulled into Aatrix as expected. The existing company which had the YTD data reset is pulling all 12 month into Aatrix.

Aatrix pulls from PR_40 and PR_41, which do not get reset at year end. Those records need to be deleted - maybe an MD can get you a program to do that?

Just FYI you can pull more than a single company's data into the filing process. That isn't what is happening here. It sounds like the existing company was copied to create the new company, which included all of the YTD activity. When year end was run, the records do not get cleared from the efiling tables. Therefore, the pay activity is in the tables and pulling into the Aatrix program. Unfortunately, I don't believe there is a short fix for this - the records will have to be removed from the tables or the amounts will have to be manually changed in the Aatrix grid.