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 5.1
edited by jackb
on 2023/11/02 13:30
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.jackb
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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**.
13 +[[image:Filing_as_Batch_Filer_01.png||alt="Filing as Batch Filer" height="487" width="651"]]
14 14  
15 -*
16 -** 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"]]
17 17  
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 -[[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.
21 21  
22 22  
23 -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"]]
24 24  
25 25  
26 -[[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.
27 27  
27 +**For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
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.
29 +* [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]
31 31  
32 -*
33 -** If you choose to **"Pay Now"**, you will be prompted for your mailing options and a credit card number.
31 +----
34 34  
35 -**For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
33 +== Related Pages: ==
36 36  
37 -*
38 -** [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]
35 +
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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