Changes for page Filing as Batch Filer

Last modified by Derek K on 2024/02/07 22:29
From version 2.1
edited by christie w
on 2023/02/15 19:53
Change comment: There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/05/02 17:53
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
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1 -XWiki.christiew
1 +XWiki.peytiences
Content
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6 6  
7 7  To ensure the new taxpayer will be automatically enrolled under your Preparer username:
8 8  
9 -*
10 -** 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**.
11 11  
12 -*
13 -** Then,** Enter your Third-Party Preparer Information**.
14 -
15 -*
16 -** Once you have completed this information, **Aatrix will recognize this EIN as a batch filer**.
17 -
18 18  [[image:https://www.aatrix.com/files/7514/2205/3569/Filing_as_Batch_Filer_01.png||alt="Filing as Batch Filer" height="487" width="651"]]
19 19  
20 20  [[image:https://www.aatrix.com/files/1114/2205/3570/Filing_as_Batch_Filer_02.png||alt="Filing as Batch Filer" height="487" width="651"]]
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26 26  [[image:https://www.aatrix.com/files/3314/2205/3571/Filing_as_Batch_Filer_03.png||height="461" width="556"]]
27 27  
28 28  
29 -*
30 -** 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.
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.
31 31  
32 -*
33 -** If you choose to **"Pay Now"**, you will be prompted for your mailing options and a credit card number.
34 -
35 35  **For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
36 36  
37 -*
38 -** [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]
29 +* [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]