Changes for page Filing as Batch Filer

Last modified by Derek K on 2024/02/07 22:29
From version 1.1
edited by christie w
on 2023/01/23 17:27
Change comment: There is no comment for this version
To version 7.1
edited by Derek K
on 2024/02/07 22:29
Change comment: Replaced user [xwiki:XWiki.jackb] in fields [author, contentAuthor] to user [xwiki:XWiki.derekk]

Summary

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2 2  
3 3  * Call **800-426-0854 **to enroll as a **Batch Filer**.
4 4  
5 -
6 6  After you have enrolled with Aatrix as a batch filer, you will be capable of automatically enrolling 10 or more EINs during the eFile process in your payroll software.
7 7  
8 8  To ensure the new taxpayer will be automatically enrolled under your Preparer username:
9 9  
10 -*
11 -** Be sure to select, **"I am a third-party, paid Tax Preparer, filing for one or multiple companies/EINs"** in the Company Setup Wizard during the eFile process.
9 +* Be sure to select, **"I am a third-party, paid Tax Preparer, filing for one or multiple companies/EINs"** in the Company Setup Wizard during the eFile process.
10 +* Then,** Enter your Third-Party Preparer Information**.
11 +* Once you have completed this information, **Aatrix will recognize this EIN as a batch filer**.
12 12  
13 -*
14 -** Then,** Enter your Third-Party Preparer Information**.
13 +[[image:Filing_as_Batch_Filer_01.png||alt="Filing as Batch Filer" height="487" width="651"]]
15 15  
16 -*
17 -** Once you have completed this information, **Aatrix will recognize this EIN as a batch filer**.
15 +[[image:Filing_as_Batch_Filer_02.png||alt="Filing as Batch Filer" height="487" width="651"]]
18 18  
19 -[[image:https://www.aatrix.com/files/7514/2205/3569/Filing_as_Batch_Filer_01.png||alt="Filing as Batch Filer" height="487" width="651"]]
20 20  
21 -[[image:https://www.aatrix.com/files/1114/2205/3570/Filing_as_Batch_Filer_02.png||alt="Filing as Batch Filer" height="487" width="651"]]
18 +During the eFile process, you will be able to choose **"Pay Now"** or **"Pay Later"** in the eFile Wizard.
22 22  
23 23  
24 -During the eFile process, you will be able to choose **"Pay Now"** or **"Pay Later"** in the eFile Wizard.
21 +[[image:Filing_as_Batch_Filer_03.png||alt="https://www.aatrix.com/files/3314/2205/3571/Filing_as_Batch_Filer_03.png" height="461" width="556"]]
25 25  
26 26  
27 -[[image:https://www.aatrix.com/files/3314/2205/3571/Filing_as_Batch_Filer_03.png||height="461" width="556"]]
24 +* If you choose to **"Pay Later"**, complete the filing by receiving an Aatrix Filing Identifier (AFID). You may then login to [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]] website to pay for your filings and select mailing options.
25 +* If you choose to **"Pay Now"**, you will be prompted for your mailing options and a credit card number.
28 28  
27 +**For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
29 29  
30 -*
31 -** If you choose to **"Pay Later"**, complete the filing by receiving an Aatrix Filing Identifier (AFID). You may then login to [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]] website to pay for your filings and select mailing options.
29 +* [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]
32 32  
33 -*
34 -** If you choose to **"Pay Now"**, you will be prompted for your mailing options and a credit card number.
31 +----
35 35  
33 +== Related Pages: ==
36 36  
37 -**For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
38 38  
39 -*
40 -** [[Batch Filing: Filing Tab Features>>url:https://www.aatrix.com/index.php/support/knowledgebase/windows/us/getting-started/batch-filers/filing-features]]
36 +=== [[Batch Filing>>doc:Windows.U\.S\..Getting Started.Batch Filers.Batch Filing.WebHome]] ===
37 +
38 +====== Familiarize yourself with Batch Filing. ======
39 +
40 +
41 +=== [[Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]] ===
42 +
43 +====== Learn more about "Filing" Tab features. ======
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