Wiki source code of Filing as Batch Filer

Version 1.1 by christie w on 2023/01/23 17:27
Hide last authors
christie w 1.1 1 To be designated as a batch filer, navigate to the [[Batch eFiling page>>url:https://www.aatrix.com/index.php/batch-efiling]] to review the various benefits available to users who utilize our batch filing package.
2
3 * Call **800-426-0854 **to enroll as a **Batch Filer**.
4
5
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
8 To ensure the new taxpayer will be automatically enrolled under your Preparer username:
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.
12
13 *
14 ** Then,** Enter your Third-Party Preparer Information**.
15
16 *
17 ** Once you have completed this information, **Aatrix will recognize this EIN as a batch filer**.
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
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"]]
22
23
24 During the eFile process, you will be able to choose **"Pay Now"** or **"Pay Later"** in the eFile Wizard.
25
26
27 [[image:https://www.aatrix.com/files/3314/2205/3571/Filing_as_Batch_Filer_03.png||height="461" width="556"]]
28
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.
32
33 *
34 ** If you choose to **"Pay Now"**, you will be prompted for your mailing options and a credit card number.
35
36
37 **For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: **
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]]