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does acumatica require any set up to get aatrix working?

  • 11 May 2023
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iqraharrison
Captain II
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i wanted to confirm if there was any set up that was needed in acumatica to get aatrix set up once the subscription is set up? 

TIA

Best answer by mikedavidson07

Things to double check.

  1. Make sure the company EIN/TIN (Tax Identification Number) is entered on the company set page in Acumatica.  Configuration-Companies-Company Details Tab, Tax Registration Info section.  This will take care of FWT, FUTA, MEDI and FICA
  2. Make sure all other State and Local jurisdictions also have the tax ID’s or account numbers entered.  This would include state SUTA.  Payroll-Preferences-Tax Maintenance.  On this screen select the code in the bottom section i.e. TX SIT (Texas State Income Tax), and then press “VIEW TAX DETAILS”.  This will open a new tax detail window for you to enter the Employer Govt. Tax ID number. 

Note: Aatrix can be picky on the formatting of the State and Local numbers.  This evident during the processing of a tax document.  If this is the case, it will ask you to correct it before you can proceed to process the document.  If you correct it during the Aatrix from process, it will not update the formate back it back in Tax Maintenance.  You will want to correct the formatting there so you won’t be dealing with it ever time your produce a report.

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mikedavidson07
Jr Varsity II
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Things to double check.

  1. Make sure the company EIN/TIN (Tax Identification Number) is entered on the company set page in Acumatica.  Configuration-Companies-Company Details Tab, Tax Registration Info section.  This will take care of FWT, FUTA, MEDI and FICA
  2. Make sure all other State and Local jurisdictions also have the tax ID’s or account numbers entered.  This would include state SUTA.  Payroll-Preferences-Tax Maintenance.  On this screen select the code in the bottom section i.e. TX SIT (Texas State Income Tax), and then press “VIEW TAX DETAILS”.  This will open a new tax detail window for you to enter the Employer Govt. Tax ID number. 

Note: Aatrix can be picky on the formatting of the State and Local numbers.  This evident during the processing of a tax document.  If this is the case, it will ask you to correct it before you can proceed to process the document.  If you correct it during the Aatrix from process, it will not update the formate back it back in Tax Maintenance.  You will want to correct the formatting there so you won’t be dealing with it ever time your produce a report.


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