Changes for page Basic Steps for eFile

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	2	+** eFiling **requires** a subscription to the **Print & Mail Payroll Reports**.
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	5	+**
	6	+*** If you are not enrolled call our sales staff at **800-426-0854 **or by email at [[sales@aatrix.com>>mailto:sales@aatrix.com]] to enroll.
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	8	+*
	9	+**
	10	+*** If you have already, you will need to **set up an eFile user account** prior to eFiling any forms.
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	12	+*
	13	+** Go to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] and click on the **"Enroll" **button and set up the account.
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	15	+*
	16	+** Once you have finished enrolling, you will need to login to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] ** **and click on the **"Companies" **tab.
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	18	+*
	19	+** Click on the **"Print eFile Authorization form" **button.
	20	+\\Read it, fill it out and send it back to the fax number on the authorization or by an email attachment to [[helpme@aatrix.com>>mailto:helpme@aatrix.com]]**. **This document gives us your authorization to submit your forms on your behalf to the accepting agency.
	21	+\\**//NOTE: //**//No forms will be processed by our eFile Center **until we receive** the eFile Authorization form from you.//
	22	+
	23	+[[image:https://www.aatrix.com/files/9914/2369/8889/Basic_Steps_for_eFile_01.png||alt="Read our guide on how to start eFiling." height="289" width="679"]]
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	25	+**// //**
	26	+
	27	+To eFile your forms, you must first process the forms in the **Reports Plus **screen of the program. The steps to process the forms are basically the same.
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	29	+
	30	+**The example below processes the 941 to eFile:**
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	32	+*
	33	+** **Select the 941 form** from the list of **Print & Mail Reports.**
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	35	+*
	36	+** Set the **Report Period **that the report is to cover.
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	38	+*
	39	+** Click on **"Preview Report" **on the top tool bar.
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	41	+[[image:https://www.aatrix.com/files/1014/2369/8890/Basic_Steps_for_eFile_02.png||alt="Read our guide on how to start eFiling." height="420" width="680"]]
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	43	+
	44	+*
	45	+** As the **Aatrix Form Viewer **opens, the program that is used to process your forms, it will have you check for updates the first time it is opened for the day, click on **"Internet Update".**
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	47	+*
	48	+** You may be prompted that an update to the Form Viewer has been downloaded.
	49	+\\Click the **"Install" **button and back in your payroll program click on **"Preview Report" **again.
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	51	+*
	52	+** You will again be prompted to check for updates, again click on **"Internet Update".**
	53	+
	54	+*
	55	+** The program will now check for updated forms.
	56	+\\From the list of updated forms packages, choose the Federal Forms package, if listed, and any states that you need forms for, again if listed, then click **"Update" **to install the updated forms.
	57	+
	58	+*
	59	+** Once the forms have been updated, the form will appear on the screen. All forms are processed in the same manner.
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	61	+*
	62	+** Enter all fields in red on the form as they are required and look at each page.
	63	+\\As you fill in the red fields and review each page the numbers on the first page may recalculate.
	64	+
	65	+*
	66	+** After reviewing all pages and entering the fields in red, return to the first page and **verify the numbers**. Once you are ready to continue, click **"eFile".**
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	68	+*
	69	+** Read the **"Important Notice" **and if you agree and are ready to continue click **"Agree".**
	70	+
	71	+[[image:https://www.aatrix.com/files/8914/2369/8891/Basic_Steps_for_eFile_03.png||alt="Read our guide on how to start eFiling." height="439" width="685"]]
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	73	+
	74	+*
	75	+** Click the **"Next Step" **button again to finish processing the form.
	76	+
	77	+*
	78	+** Click the **"eFile"** button.
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	80	+[[image:https://www.aatrix.com/files/4514/2369/8892/Basic_Steps_for_eFile_04.png||alt="Read our guide on how to start eFiling." height="424" width="679"]]
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	82	+
	83	+*
	84	+** **The IRS now requires that 941 forms filed electronically have a electronic signature attached.** Clicking **"eFile"** will open the **941 Form Signing Tool**.
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	86	+*** If you already have an Electronic Signature created, select it from the list, enter your PIN and click** "OK"** to select the existing signature to attach to the 941 Form.
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	88	+*** If you need to create an Electronic Signature, please refer to the page: [[Create an Electronic Signature for 941 Form>>url:https://www.aatrix.com/support/knowledgebase/mac/efile/creating-electronic-signature-941-form]].
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	90	+*
	91	+** This will open the **"eFile Client"**. Enter your eFile user name and password then click **"Login"**.
	92	+
	93	+*
	94	+** Once logged in, verify the **Enrollment Information **and click** "Next".**
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	96	+*
	97	+** The **"Pricing Information" **screen will give you pricing information for the filing being submitted, credit card information for the filing charges will come in the next step.
	98	+\\If you are on a package it will display the package you have.
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	100	+*
	101	+** In the **"Confirmation" **window, verify the information for the filing to be submitted and click the **"Submit" **button to finish the process and file the form. You can print the Confirmation window by going to the File menu and selecting Print.
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	103	+*
	104	+** The last screen will display the **AFID number** for the filing that will be sent to the email address shown. For a printed copy of the AFID number window go to the File menu and select Print.
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	106	+*
	107	+** Click the **"Close" **button to close the eFile window and return to the form.
	108	+
	109	+*
	110	+** **Save the report into archive. **If you would like a printed copy to keep on file in the office click the print button.
	111	+
	112	+*
	113	+** Once you have finished quit the Form Viewer.