Wiki source code of eFiling Federal / State Forms

Version 2.1 by Peytience S on 2023/05/03 18:07
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1 When forms are processed out, you can **choose to "eFile" the form**.
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3 The **eFile option** requires you first set up a user at [[efile.aatrix.com>>url:https://efile.aatrix.com/]]**. **There are additional fees for eFiling as well.
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5 * Per form it is** $7.95, plus 25¢ per employee**, if required to be listed on the form.
6 * You can also **purchase an eFile package** that covers the filings for your company for a year, excluding W-2 filing.
7 * For pricing and purchasing information, contact our sales staff at **800-426-0854 **or by email at [[sales@aatrix.com>>mailto:sales@aatrix.com]]**.**
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9 The **Due Date** for eFile is **three (3) complete business days prior to the form due date. **This is so we can batch file it to the appropriate agency on time.
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11 Forms filed within three (3) business days is subject to a priority processing fee of **$25**.
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13
14 **Steps on eFiling Forms:**
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16 * Once the form has been processed out, click on **"eFile"** from the top tool bar to open the **eFile Client. **
17 * Enter your **User Name **and **Password, **then click **"Login".**
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19 [[image:https://www.aatrix.com/files/2014/2361/4360/eFiling_Federal__State_Forms_01.png||alt="Learn more about eFiling Federal or State Forms." height="383" width="679"]]
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21 **~ **
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23 * **Verify the Enrollment Information is correct.**
24 ** If the information is not correct, close the window and login to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] and make the necessary changes. Then come back and eFile the form.
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26 [[image:https://www.aatrix.com/files/4514/2361/4361/eFiling_Federal__State_Forms_02.png||alt="Learn more about eFiling Federal or State Forms." height="497" width="588"]]
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28 **~ **
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30 * The **Pricing Information **window will give you the filing price for the form. If you have purchased an eFile Package it would reflect here.
31 \\Click **"Next" **and **Enter the Credit Card information** for the filing charges, then click **"Next".**
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33 * The **Confirmation **window will show the following:
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35 * Company Name
36 * Form Name being filed
37 * Company EIN
38 * Address, City, State, Zip
39 * Invoice Amount //(if any)//
40 * Agency Payments submitted with the form 
41 ** **//NOTE: //**//Federal forms that are eFiled cannot be submitted with a **balance due**. All federal payments must be made separately with the **Federal Tax Deposit Coupon** and have the **payment amount reflected on the form**.//
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43 [[image:https://www.aatrix.com/files/9714/2361/4362/eFiling_Federal__State_Forms_03.png||alt="Learn more about eFiling Federal or State Forms." height="465" width="564"]]
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45
46 * The last step is that an **AFID number **is assigned to the filing in the last window. 
47 ** The **Filing Info** and **AFID** will be sent to the email address shown in the window.
48 ** You may also want to **write the AFID down** for your own records.
49 * Click **"Done" **to close the **eFile Client.**
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51 [[image:https://www.aatrix.com/files/9914/2361/4363/eFiling_Federal__State_Forms_04.png||alt="Learn more about eFiling Federal or State Forms." height="465" width="585"]]