Changes for page Filing as Batch Filer

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

Summary

Details

Page properties
Author
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1 -XWiki.peytiences
1 +XWiki.christiew
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 -* 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**.
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.
12 12  
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 +
13 13  [[image:https://www.aatrix.com/files/7514/2205/3569/Filing_as_Batch_Filer_01.png||alt="Filing as Batch Filer" height="487" width="651"]]
14 14  
15 15  [[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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21 21  [[image:https://www.aatrix.com/files/3314/2205/3571/Filing_as_Batch_Filer_03.png||height="461" width="556"]]
22 22  
23 23  
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.
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.
26 26  
32 +*
33 +** If you choose to **"Pay Now"**, you will be prompted for your mailing options and a credit card number.
34 +
27 27  **For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
28 28  
29 -* [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]
37 +*
38 +** [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]]