Technical Notes on the Aatrix Tax Form Process

Technical Notes on the Aatrix Tax Form Process

•Aatrix Program Install Process – Aatrix program is installed from the AccuBuild program using Windows Shell API Call to Aatrix Setup.exe program which is distributed with the AccuBuild Software under the Aatrix Folder and installed to the Windows %AllUsersProfile%\AatrixSoftware Folder.

SourceFile - Source Setup Program Location: %AccuBuildProgramDirectory%\Aatrix\Setup.exe

TargetFile - Target Install Location: Windows Environment Variable path for %AllUsersProfile%\AatrixSoftware

Shell Command - 'runas /user:Administrator "'+SourceFile+' /z'+TargetFile+'"';

Environment Variable Samples - %AllUsersProfile%

•Windows XP = C:\Documents and Settings\All Users\

•Windows 7 = C:\ProgramData\

•Windows Server 2012 = C:\ProgramData\

•Aatrix Forms Launch Process – Aatrix forms are processed directly from the AccuBuild Program using the following processes:

Step 1: Check if company is registered with Aatrix:

AccuBuild Function Call: aatrixfuncs.CheckIfCompanyIsRegisteredWithAatrix:

•Change Directories to the aatrix program directory (%AllUsersProfile%\AatrixSoftware)

•Loads the Registration DLL via LoadLibrary('registration.dll') command;

•Make DLL calls for Registration validation:

DLL Parameters:

aPath = Aatrix Program Directory (%AllUsersProfile%\AatrixSoftware)

aVC   = 'ACB039';  // AccuBuild Vendor Code for AAtrix

DLL Procedure Calls:

DLL Call process for Registration Validation

RC1 := AatrixReg_Initialize(aPath,aVC,dllHandle);

if RC1 <> 1 then **ERROR**  - EXIT PROCESS.

RC2 := AatrixReg_HasValidRegCode(COFedID,dllHandle);

if RC2 = 1 then EXIT - Company IS Registerd with Aatrix - EXIT PROCESS.

RC3 := AatrixReg_RegisterUserEX( COFedID,CompanyName,dllHandle);

if RC3 = 1 then SUCCESSFUL REGISTRATION - EXIT PROCESS.

else **ERROR**  - EXIT PROCESS.

Step 2: If Registered, Process Form Data:

•Create company globals table in AccuBuild User Directory (CreateGlobalTableForMARUser)

•Verify local tax code tables in AccuBuild (prfuncs.VerifyIndianaLocalTaxCodes & prfuncs.VerifyNewYorkLocalTaxCodes)

•Copy AatrixTaxTypes.ADT table from AccuBuild\Data Folder to AccuBuild User Directory

•Create the AccuBuild Data files required to process Aatrix Forms - all data files are stored in AccuBuild User Folder

W-2 Data Check

If form requires W-2 Data, then the W-2 Year must be supported in the Current AccuBuild W-2 Screen - W-2 Cutoff Year. If W2 Year is NOT supported, then EXIT PROCESS. W-2 Data is generated using the TprW2EmpRecBrowse.AatrixActivate & TprW2EmpRecBrowse.AatrixClose function calls (emulates the Create W2s Button Click Event)

1099 Data Check

If form requires 1099 Data, then the 1099 Year must be supported in the Current AccuBuild 1099 Screen - 1099 Cutoff Year. If 1099 Year is NOT supported, then EXIT PROCESS. 1099 Data is generated using the Tap1099VendRecBrowse.AatrixActivate & Tap1099VendRecBrowse.AatrixClose function calls (emulates the Create 1099s Button Click Event)

•Convert the AccuBuild Form Data files to TabDelimitedText Files per Aatrix Specifications

Aatrix AUF File

The text file is saved as 'AccuBuild.AUF' in the AccuBuild User Folder

•Create the Aatrix Configuration File for processing form data using AccuBuild Form function: TaatrixDialog.CreateAatrixConfigIni

Aatrix Config File

The Config.ini file is created and saved to the the AccuBuild User Folder and is used to inform Aatrix Program what form to process.

oConfig File Layouts:

Tax Form Option - Open New report with data from AUF File

[CONFIG]

Mode=Normal

Form=(Aatrix Form Name)

DataFile=(%AccuBuild User Directory%\AccuBuild.AUF)

Company=(Company Federal Tax ID Number)

CompanyDir= (%AccuBuild Company Directory%\Aatrix\History)

Example:

[CONFIG]

Mode=Normal

Form=AK_NEW_HIRE_FORM

DataFile=C:\MIKEADS\SAMPLEDATACO\MIKE\AccuBuild.AUF

Company=12-1234588

CompanyDir=C:\MIKEADS\sampledataco\Aatrix\History

oTax Form Option - History Option

[CONFIG]

Mode=History

Form=(Aatrix Form Name)

DataFile=(%AccuBuild User Directory%\AccuBuild.AUF)

Company=(Company Federal Tax ID Number)

CompanyDir= (%AccuBuild Company Directory%\Aatrix\History)

oTax Form Option – Registration Option

[CONFIG]

Mode=Register

Form=

DataFile=

Company=(Company Federal Tax ID Number)

CompanyDir= (%AccuBuild Company Directory%\Aatrix\History)

Step 3: Launch the Aatrix Program (aatrixFuncs.LaunchAatrixSoftware)

Shell command parameters for launching aatrix program

oAatrixProgramNameAndPath = %AllUsersProfile%\AatrixSoftware\AatrixForms.exe';

oCommandLineParameters := ' /cfg "%AccuBuild User Directory%\config.ini" '+ '/v ACB039'

Note: ACB039 is the AccuBuild Vendor Code for Aatrix Partnership

Launch the Aatrix Program

First try normal Shell via OPEN directive:

oShellExecute(0,'open',Pchar(AatrixProgramNameAndPath),Pchar(CommandLineParameters),Pchar(''),SW_SHOWNORMAL);  

If ShellExeResult <= 32 then try the RunAs Dialog:

oShellExecute(0,'runas',Pchar(AatrixProgramNameAndPath),Pchar(CommandLineParameters),Pchar(''),SW_SHOWNORMAL);