Changes for page Basic Steps for eFile

Last modified by Peytience S on 2023/10/31 19:28
From version 3.1
edited by christie w
on 2023/02/23 17:44
Change comment: There is no comment for this version
To version 4.1
edited by Peytience S
on 2023/05/03 18:43
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.peytiences
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1 -*
2 -** eFiling **requires** a subscription to the **Print & Mail Payroll Reports**.
3 -
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.
7 -
8 -*
9 -**
10 -*** If you have already, you will need to **set up an eFile user account** prior to eFiling any forms.
11 -
12 -*
13 -** Go to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] and click on the **"Enroll" **button and set up the account.
14 -
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.
17 -
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.
1 +* eFiling **requires** a subscription to the **Print & Mail Payroll Reports**.
2 +** 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.
3 +** If you have already, you will need to **set up an eFile user account** prior to eFiling any forms.
4 +* Go to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] and click on the **"Enroll" **button and set up the account.
5 +* 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.
6 +* Click on the **"Print eFile Authorization form" **button.
7 +** 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 21  \\**//NOTE: //**//No forms will be processed by our eFile Center **until we receive** the eFile Authorization form from you.//
22 22  
23 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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29 29  
30 30  **The example below processes the 941 to eFile:**
31 31  
32 -*
33 -** **Select the 941 form** from the list of **Print & Mail Reports.**
19 +* **Select the 941 form** from the list of **Print & Mail Reports.**
20 +* Set the **Report Period **that the report is to cover.
21 +* Click on **"Preview Report" **on the top tool bar.
34 34  
35 -*
36 -** Set the **Report Period **that the report is to cover.
37 -
38 -*
39 -** Click on **"Preview Report" **on the top tool bar.
40 -
41 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"]]
42 42  
43 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".**
26 +* 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".**
27 +* You may be prompted that an update to the Form Viewer has been downloaded.
28 +** Click the **"Install" **button and back in your payroll program click on **"Preview Report" **again.
29 +* You will again be prompted to check for updates, again click on **"Internet Update".**
30 +* The program will now check for updated forms.
31 +** 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.
32 +* Once the forms have been updated, the form will appear on the screen. All forms are processed in the same manner.
33 +* Enter all fields in red on the form as they are required and look at each page.
34 +** As you fill in the red fields and review each page the numbers on the first page may recalculate.
35 +* 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".**
36 +* Read the **"Important Notice" **and if you agree and are ready to continue click **"Agree".**
46 46  
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.
50 -
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.
60 -
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".**
67 -
68 -*
69 -** Read the **"Important Notice" **and if you agree and are ready to continue click **"Agree".**
70 -
71 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"]]
72 72  
73 73  
74 -*
75 -** Click the **"Next Step" **button again to finish processing the form.
41 +* Click the **"Next Step" **button again to finish processing the form.
42 +* Click the **"eFile"** button.
76 76  
77 -*
78 -** Click the **"eFile"** button.
79 -
80 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"]]
81 81  
82 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**.
85 -*** 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.
47 +* **The IRS now requires that 941 forms filed electronically have a electronic signature attached.** Clicking **"eFile"** will open the **941 Form Signing Tool**.
48 +** 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.
86 86  
87 -*** If you need to create an Electronic Signature, please refer to the page: [[Create an Electronic Signature for 941 Form>>doc:Mac.eFile ».Creating an Electronic Signature for Federal Filings .WebHome]].
50 +** If you need to create an Electronic Signature, please refer to the page: [[Create an Electronic Signature for 941 Form>>doc:Mac.eFile ».Creating an Electronic Signature for Federal Filings .WebHome]].
88 88  
89 -*
90 -** This will open the **"eFile Client"**. Enter your eFile user name and password then click **"Login"**.
52 +* This will open the **"eFile Client"**. Enter your eFile user name and password then click **"Login"**.
53 +* Once logged in, verify the **Enrollment Information **and click** "Next".**
54 +* 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.
55 +** If you are on a package it will display the package you have.
91 91  
92 -*
93 -** Once logged in, verify the **Enrollment Information **and click** "Next".**
94 -
95 -*
96 -** 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.
97 -\\If you are on a package it will display the package you have.
98 -
99 -*
100 -** 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.
101 -
102 -*
103 -** 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.
104 -
105 -*
106 -** Click the **"Close" **button to close the eFile window and return to the form.
107 -
108 -*
109 -** **Save the report into archive. **If you would like a printed copy to keep on file in the office click the print button.
110 -
111 -*
112 -** Once you have finished quit the Form Viewer.
57 +* 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.
58 +* 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.
59 +* Click the **"Close" **button to close the eFile window and return to the form.
60 +* **Save the report into archive. **If you would like a printed copy to keep on file in the office click the print button.
61 +* Once you have finished quit the Form Viewer.