Changes for page Basic Steps for eFile

Last modified by Peytience S on 2023/10/31 19:28
From version 5.1
edited by Peytience S
on 2023/10/31 19:28
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 -* 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.
8 -\\**//NOTE: //**//No forms will be processed by our eFile Center **until we receive** the eFile Authorization form from you.//
9 9  
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"]]
11 11  
12 -**// //**
13 -
14 -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.
15 -
16 -
17 -**The example below processes the 941 to eFile:**
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.
22 -
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 -
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".**
37 -
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 -
40 -
41 -* Click the **"Next Step" **button again to finish processing the form.
42 -* Click the **"eFile"** button.
43 -
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 -
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.
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]].
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.
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.
62 -
63 -----
64 -
65 -
66 -== Related Pages: ==
67 -
68 -=== [[Managing / Updating your eFile User Account>>doc:Mac.eFile ».ManagingUpdating your eFile User Account .WebHome]] ===
69 -
70 -Learn how to manage / update your account information on the Aatrix eFile Website.
71 -
72 -
73 -=== [[Checking eFiling Status>>doc:Mac.eFile ».Checking eFiling Status .WebHome]] ===
74 -
75 -FAQ: How do I check the status of a form that I have eFiled?
76 -
77 -
78 -=== [[eFile Due Dates>>doc:Mac.eFile ».eFile Due Dates .WebHome]] ===
79 -
80 -Learn more about eFile Due Dates.
81 -
82 -
83 -=== [[Creating an Electronic Signature for 941 Form>>doc:Mac.eFile ».Creating an Electronic Signature for Federal Filings .WebHome]] ===
84 -
85 -Learn how to create an Electronic Signature for the 941 Form as required by the IRS.
86 -
87 -
88 -=== [[Editing Filings>>doc:Mac.eFile ».Editing Filings .WebHome]] ===
89 -
90 -FAQ: Can I edit a filing already submitted?