Changes for page Basic Steps for eFile

Last modified by Peytience S on 2023/10/31 19:28
From version 4.1
edited by Peytience S
on 2023/05/03 18:43
Change comment: There is no comment for this version
To version 2.1
edited by christie w
on 2023/02/10 20:30
Change comment: There is no comment for this version

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1 -XWiki.peytiences
1 +XWiki.christiew
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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.
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.
8 8  \\**//NOTE: //**//No forms will be processed by our eFile Center **until we receive** the eFile Authorization form from you.//
9 9  
10 10  [[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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16 16  
17 17  **The example below processes the 941 to eFile:**
18 18  
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.
32 +*
33 +** **Select the 941 form** from the list of **Print & Mail Reports.**
22 22  
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 +
23 23  [[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"]]
24 24  
25 25  
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".**
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".**
37 37  
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 +
38 38  [[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"]]
39 39  
40 40  
41 -* Click the **"Next Step" **button again to finish processing the form.
42 -* Click the **"eFile"** button.
74 +*
75 +** Click the **"Next Step" **button again to finish processing the form.
43 43  
77 +*
78 +** Click the **"eFile"** button.
79 +
44 44  [[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"]]
45 45  
46 46  
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.
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**.
49 49  
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]].
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.
87 +
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]].
51 51  
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.
90 +*
91 +** This will open the **"eFile Client"**. Enter your eFile user name and password then click **"Login"**.
56 56  
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.
93 +*
94 +** Once logged in, verify the **Enrollment Information **and click** "Next".**
95 +
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.
99 +
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.
102 +
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.
105 +
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.