CenterPoint Accounting - Register Federal/State Tax Forms (Aatrix)

Register CenterPoint & Federal/State Tax Forms (Aatrix) Video - Duration: 5 min 28 sec

 

Document #:	3021	Product:	CenterPoint®

CenterPoint uses Federal/State Tax Forms (Aatrix) to process & print all tax forms (W-2s, 1099s, etc). Aatrix must be registered prior to printing tax forms the first time and again annually when your Red Wing Software Customer Care program expires. This document explains:

Step 1: Preliminary One-Time Setup (Assign a Federal Tax Id to the Company/Fund)

Step 2: Register Aatrix

Option A – Register Online

Option B – Register Manually

Step 3: Annually Reregister Aatrix

Red Wing Software Website

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Step 1: Preliminary One-Time Setup (Assign a Federal Tax Id to the Company/Fund)

1. Within CenterPoint, select Setup > Companies/Funds. Select your company/fund and click Edit.

2. Click on the Additional Detail tab.
3. In the Federal Tax Id box, enter your Federal Identification Number.
4. Click Save. Click Close.
5. If you have CenterPoint Payroll also, click on Setup > Payroll Details > Employers. 

6. Select the appropriate Employer and click Edit.
7. Click on the Taxes tab.

8. Single click on Federal in the list of taxes on the upper left.
9. Enter the Federal Tax Id for this employer. Click Save.

Step 2: Register Aatrix

Option A: Register Online

1. Select Help > Product Registration > Federal/State Tax Forms Registration

2. Click Online.
3. Your login is your Red Wing Software Email Address and Password and will be recognized from the Red Wing Software website. If you don’t have an internet connection, call 800-732-9464 and request an Aatrix registration code. If a registration code is faxed to you, do not enter the hyphen included in the number. Enter just the letters and numbers.

Note: If you have not registered on the Red Wing Software website or forgot your password, please see the Red Wing Software website section in this document.

4. Click Login.
   

5. On the Aatrix Product Registration screen, your information displays including your Primary Company/Fund EIN.
6. Click Next.

7. On the Your Registration Information screen, at the Registration Successful message, click OK.

8. If you wish to have your registration information sent to you via e-mail, click Email.

9. Close the Your Registration Information screen.
10. Your Aatrix software is registered through the last day of the month of your Customer Care Plan anniversary date.

Option B: Register Manually (use this option only if internet access is not available)

1. Call Red Wing Software at 1-800-732-9464 and request an Aatrix Registration code.
2. Open CenterPoint
3. Select Help > Product Registration > Federal/State Tax Forms Registration.
4. Click Manual.
5. In the Aatrix Registration Key box, enter the key you were given by Red Wing Software (do not enter the dashes.).
6. Click Submit.
7. At the Registration Successful message, click OK.
8. Click Close.
9. Your Aatrix software is registered through the last day of the month of your Customer Care Plan anniversary date.

Step 3: Annually Reregister Aatrix

A month before your Red Wing Software Customer Care expires, you will receive a message that says your forms will expire and will specify your Customer Care Plan anniversary date.

You can continue using Aatrix through the month of your Customer Care Plan anniversary date without a problem. To continue using Aatrix prior to the expiration date, click Later.

After the expiration date has past, use either the Option A (Online) or Option B (Manually) described above to re-register your Federal/State Tax Forms (Aatrix).

Red Wing Software Website

To Log in to the Red Wing Software website:

1. Enter www.redwingsoftware.com, in the upper-right of the home page, click Login.
2. Enter your Email Address and your Password.
3. Click Login.

To Register on the Red Wing Software Website:

If you have not previously registered or logged in on the Red Wing Software website, please follow the steps below:

1. From the home page, click Login.
2. Click Register.

3. In the Account Number box, enter your company Account Number. Your Account Number can be located in a few different places:

   1. On the Support Certificate that you receive upon renewing Customer Care Membership.

   2. Red Wing Software sends customers a renewal form for Customer Care Membership. This renewal form contains your account number.

   3. Invoices you’ve received from Red Wing Software contain your account number.

   4. If others at your company have already registered, they can sign in to their account and find your company’s account number at www.redwingsoftware.com/home/myaccount.

4. Continue entering your Title, First and Last Name, Email Address (which is your login) and a Password.
5. Enter the displayed Security Verification code, and then click Submit.

To Retrieve a Forgotten Password:

1. From the home page, click Login.
2. Click the link.
3. Enter/verify your Email Address.
4. Enter the Security Verification code, and then click Send. Click Close.
5. Wait until you receive an email that includes instructions to reset your password.
6. Click the link in the email that you received from Red Wing Software.
7. Enter the Validation Code which was included in the email. If you enter the code and it is not recognized, copy and paste the code from the email. The Validation Code expires in 24 hours.
8. Enter a New Password and then Re-enter the New Password.
9. Click Submit.
10. Click OK.

To Log Out of the Red Wing Software Website:

1. At the top of the home page, click Welcome, (Name).
2. In the displayed menu, select Logout.

See Also