Changes for page Basic Steps for eFile

Last modified by Peytience S on 2023/10/31 19:28
From version 2.1
edited by christie w
on 2023/02/10 20:30
Change comment: There is no comment for this version
To version 1.1
edited by christie w
on 2023/01/13 00:02
Change comment: There is no comment for this version

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1 -*
2 -** eFiling **requires** a subscription to the **Print & Mail Payroll Reports**.
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4 -*
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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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.//
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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 -**// //**
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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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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".**
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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.
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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.
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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".**
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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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74 -*
75 -** Click the **"Next Step" **button again to finish processing the form.
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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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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"**.
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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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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.
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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.
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112 -*
113 -** Once you have finished quit the Form Viewer.