Now that we have upgraded to Vista 2021 R2.04, we are shoved over into Aatrix. That doesn't even offer reports to run W2's locally. We like our W2's out on our Keystyle portal. It works great. How's that going to work with a Aatrix strangle hold? Repair this please.... worked great for years.... don't like the Aatrix separation
Company | Comfort Systems / Walker |
Job Title / Role | database admin |
I need it... | 1 month |
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Hey Judith,
As long as Vista has the correct information in PR W-2 Employee Edit for each employee for 2021 and "Latest W-2 / T4 / PAYG Report Year" portal setting is set to 2021, the portal should show the 2021 W-2's in the portal. If the data that resides in Vista that is pushed to Aatrix doesn't get changed in Aatrix changed, the Aatrix W-2's and the portal W-2's should have the same information.
Please let me know if you have any questions!
Hi, I had the same issue, but found that once I ran through the W-2 process with Aatrix - and putting a later date on the filing to give me time to reconcile - the W-2 file in Vista was available. Was able to create a PDF run, etc. Preview report printed, etc.