Wiki source code of Changing Enrollment Information
Version 1.1 by christie w on 2023/01/30 20:29
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| author | version | line-number | content |
|---|---|---|---|
| 1 | * | ||
| 2 | ** Log into your account at [[https:~~/~~/efileca.aatrix.com>>url:https://efileca.aatrix.com/]] | ||
| 3 | |||
| 4 | * | ||
| 5 | ** If you are changing the preparer contact, navigate to the **"Home"** Tab. Click **"Preparer Contact Information"** on the right side. | ||
| 6 | |||
| 7 | [[image:https://www.aatrix.com/files/1516/2152/3911/Preparer_Contact.png||alt="Preparer Contact.png" height="301" width="502"]] | ||
| 8 | |||
| 9 | |||
| 10 | * | ||
| 11 | ** If you are only changing a Company Contact, select the **"Companies"** tab. | ||
| 12 | \\//**Note:** Changing the company contact or company information will require a new signature authorization form. Please print, sign, and fax the signature authorization form to update our records.// | ||
| 13 | |||
| 14 | |||
| 15 | * | ||
| 16 | ** The **"Companies"** tab will also include the following options: | ||
| 17 | |||
| 18 | * | ||
| 19 | ** | ||
| 20 | *** Add additional companies | ||
| 21 | |||
| 22 | * | ||
| 23 | ** | ||
| 24 | *** Add program accounts | ||
| 25 | |||
| 26 | * | ||
| 27 | ** | ||
| 28 | *** Update taxpayer information | ||
| 29 | |||
| 30 | * | ||
| 31 | ** | ||
| 32 | *** Review Filing States | ||
| 33 | |||
| 34 | * | ||
| 35 | ** | ||
| 36 | *** Enter usernames, passwords or pins that you have receive from CRA | ||
| 37 | |||
| 38 | [[image:https://www.aatrix.com/files/8216/2152/4495/Companies_Tab.png||alt="Companies Tab.png" height="434" width="501"]] | ||
| 39 | |||
| 40 | |||
| 41 | * | ||
| 42 | ** Once you have completed updating the information, click on the **"Save"** button to update. |