There are 53 Sundays in 2023. How do I handle pledges that were given thinking that there were 52 Sundays?

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Fifty-three Sundays can be a problem for people who pledge weekly. Many might think $10 weekly for a total pledge of $520 but with 53 Sundays, the total pledge would compute to $530. 

The solution is to set the pledge ending date to be 12/30/23.  This shouldn't impact the other pledge frequencies.

I have multiple databases with Payroll associated with both. Each of the payrolls are on the same Employee Identification Number so I need to print/eFile W-2/W-3's together. How do I do that?

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In the Aatrix for Windows setup wizard, you have the option to select that you use multiple databases for your payroll. When selected Aatrix will allow you to merge the two databases together. Here is a video of the process.

Video link coming soon...

I have multiple databases that have 1099 Vendors and I need to print/eFile 1099-NEC forms together. How do I do that?

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In the Aatrix for Windows setup wizard, you have the option to select that you use multiple databases for your payroll. When selected Aatrix will allow you to merge the two databases together. Here is a video of the process.

Video link coming soon...

I have a minister that receives housing, but there is no money in Box 14 Other. All his money is in Box 1. How do I separate the Housing money from Box 1 so that it is in Box 14?

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Housing is an allowance that is to only be reflected in Box 14 of the W-2s.  There are times when a user goes to print the W-2 they find the housing amount is showing on Box 1 and/or 14 and need it removed from Box 1. 

This happens when the user does not mark the 'Exclude from W2' check box when setting up the Housing allowance.



Go to the Employee's Record and mark the 'Exclude from W2' check boxes so it is set correctly for the new year.

There are two ways you can remove the housing amount out of Box 1.

Option A

Figure up the amount you need to reduce Box 1 by:

  • Calculate payroll for the housing allowance dated for some time in the tax year you are working with.
  • Go to that payroll record and change the gross amount on the housing pay item reducing the amount you need to lower box 1 by. (you will need to do a negative amount to lower it.)
  • If other Pay Items were calculated, click on them and zero them out.
  • Mark the Do No Print or Post box on the Summary tab so this does not ever try to post to the ledger.
  • Save

Option B

  • Open Payroll Tax Forms (Reports → Payroll Reports → Payroll Tax Forms
  • Select W-2/W-3 Forms
  • Set to the appropriate tax year
  • Click Show Forms
  • Go through the W-2/W-3 setup process
  • When you are in the Aatrix spreadsheet like grid (for Windows) or the W-2 form (for Mac), find the Box 1 amount
  • Lower the Box 1 amount by the amount of the Housing Allowance
  • Add an additional column to the Aatrix Grid (Windows) or add the work 'Housing' and the amount for Housing in Box 14 (macOS)
  • Then, continue on through the process of generating W-2/W-3 Forms

Note: If you do it this way, there is no record of it being lowered in CDM+.  It is not taxable income so it will not affect the 941s but you will not see it on the payroll reports you print.  This option will only affect the printing of W-2s in Aatrix.

How can I print a list 1099 vendors with their yearly totals to compare with 1099-NEC forms from Aatrix?

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Open Ledger by Vendor report (Reports → Ledger → Activity → Ledger by Vendor)

  1. Set up search to use the Transaction date for the calendar year (January 1 to December 31)
  2. Select the radio button for All Accounts.
  3. Click Reports under Options in the left-hand sidebar.
  4. Select all Vendors (our set up will only print those that have 1099 payments for the transaction date range so you do not need to select individual vendors unless that is your preference).
  5. Choose the Composite Report Type.
  6. Put a check in the 1099 Items Only checkbox

  7. Select how you wish to print the report. The selected report will look something like this...

I need to enter health insurance monies on an employee's W-2, how do I do it?

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There are times users need to add imputed income onto their payroll record, so it shows up on the W2 properly. This would be things such as insurance or fair rental value of parsonage lived in.  They do not get a check for it, and it does not post to the user's ledger.  It is just for reporting purposes.

Please seek the assistance of a CPA if you have any questions about adding imputed income to your W-2/W-3 forms.


  1. Open Employee Records (Program → Payroll → Employee Records)
  2. Find the employee's record
  3. Switch to the Pay Items tab
  4. Click Add in the bottom left of the Pay Items tab window

  5. In the Description field select 'Health Insurance' or add it by entering the text 'Health Insurance,' clicking tab, and selecting Yes.
  6. Select a Pay Frequency of 'Annual'
  7. Select the Type 'Allowance'
  8. Enter in the total amount for the health insurance for the year.
  9. Select the appropriate code for the imputed income (in our case we are showing employer sponsored health coverage with is Box 12 - Code DD)

  10. Select the Taxes/Deductions tab at the bottom of the Pay Items window.

  11. Place checks in all Exempt checkboxes
  12. Place checks in all Exclude from W2 checkboxes (this will exclude this pay item from displaying in Box 1 of the W-2).
  13. Click Save in the upper left of the window.

  14. Open Calculate Payroll window (Program → Payroll → Calculate Regular Payroll)
  15. Set the Payroll Period date range and Paid Date to dates not previously used.
  16. Set Frequency to 'Annual'
  17. Place a check beside the employee to calculate imputed income.
  18. Use the Post Processing Option of 'Open Payroll Records'
  19. Click Calculate

  20. When calculation is complete and click OK. This opens the Payroll Records window. Click Change in this window.
  21. Place a check in the Do not print or post checkbox
  22. Click Save

Now, the imputed income will show in your printed/e-Filed W-2/W-3 forms.


How do I update Giving Unit Codes for the new year?

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Two different Giving Unit Codes can be maintained for each giver – the current Giving Code and the Pending Code. If you need to assign new envelope numbers for all giving units or for a segment of them, you can use the Giving Unit Field Maintenance window.  This feature allows you to quickly accomplish this task.  The Pending Code column allows you to make the changes you want to see in the coming year without changing the current codes you are using.  

Open Giving Unit Field Maintenance

Program > Contributions > Giving Unit Field Maintenance


Add and Process new Codes

  1. Do a search for a specific group of Giving Units or click the Show All button to see all active Giving Units.
  2. Once you have the names in the window you can make the changes needed to this Giving Unit Record.  You can also mark them inactive here if needed as well as change any of the other fields you see in this window.
  3. When you are ready to move all the pending codes to the current ones, click the Copy to Current button on the top right.  This will replace the current codes with those you put in the pending code column. 

  4. When the process is complete, click the save button on the bottom right.
  • You do not need to update ALL Giving Unit Codes at the same time. If a giver’s number hasn’t changed, leave the Pending Code field blank.
  • CDM+ requires unique Giving Unit Codes, so if you mistakenly attempt to assign the same code to multiple records, CDM+ will open an error resolution box, identifying the problems and allowing you to correct them.
  • If you only need to change a few givers' codes, make those changes directly in the Giving Unit Code field on the Giving Unit Information window.

Why are my W2/W3 forms printing with a Watermark?

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Why can't I install Aatrix Form viewer?

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Attempting to install the Tax Forms Viewer (Aatrix) through CDM+ on Windows produces the following error even though the current user is an administrator.                              

The Tax Forms Viewer application is not installed, and must be installed by an administrator.

To view tax forms, please log in as an administrator, view the tax forms from that account, and install the application when prompted.

This is a valid error message if the current user is not a Windows administrator. In that instance, follow the prompts to log in as an administrator and install Aatrix from an administrator account.


Open the command prompt as an administrator and run:


Then run following command:

net localgroup administrators

You should NOT see the result from the first command in the list from the second command.

If the result of the first command appears in the result of the second, please contact technical support for further assistance.


Run the following command, replacing {result from whoami } with the result of the first command run.

net localgroup administrators {result from whoami} /add

Close and reopen CDM+, then try installing Aatrix again.


Installing Aatrix requires administrative rights in Windows. With CDM+ this membership is verified through the following command.

net localgroup administrators | findstr "%USERNAME%"

%USERNAME%  is a Windows environment variable which stores the current user name. If this variable is not found in the administrators local group then CDM+ prevents installing Aatrix because it determines the current user is not an administrator.

All of a Vendor's payments are not showing on their 1099-NEC

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Reviewing Vendor Records

Program Payables Vendor Record

  1. Ensure Name and Address are correct.
  2. Ensure the state is exactly two characters.
  3. Ensure 1099-NEC is selected.
  4. Ensure 1099 Recipient's ID number is correct.

Vendor Records - Payments Tab

Ensure Expense accounts are tagged as 1099 showing an asterisk beside the account number. This is visible in the table on the right side of the Payments tab.

  1. Select Payments tab
  2. Click Change in Sidebar
  3. Select the expense line you want to toggle.
  4. Click Toggle 1099 ( * ) Setting
  5. Click Save

Below is an animation of the process in action:

If a payment to the vendor does not appear on the Payments tab, find the payment under Program Ledger Ledger Entry Records and ensure the vendor is selected in the Vendor field.

Vendor Records - 1099 Setup Tab

There is no setup required under the 1099 Setup tab for 1099-NEC forms.

Payer Records

Program Accounting Payer Records

  1. Ensure the Company information is correct.
  2. Ensure the Contact information is correct.
  3. Ensure State is selected.

Processing 1099-NEC Forms

Reports Payables 1099 Forms

  1. Select 1099-NEC
  2. Enter 2020 for the Year field.
  3. Ensure Vendor Limit is set to '600.00'
  4. Click Show Form