Wiki source code of Filing as Batch Filer
Version 4.1 by jackb on 2023/11/01 21:09
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| 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. | ||
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| 3 | * Call **800-426-0854 **to enroll as a **Batch Filer**. | ||
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| 5 | 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. | ||
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| 7 | To ensure the new taxpayer will be automatically enrolled under your Preparer username: | ||
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| 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**. | ||
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| 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"]] | ||
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| 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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| 18 | During the eFile process, you will be able to choose **"Pay Now"** or **"Pay Later"** in the eFile Wizard. | ||
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| 21 | [[image:https://www.aatrix.com/files/3314/2205/3571/Filing_as_Batch_Filer_03.png||height="461" width="556"]] | ||
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| 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. | ||
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| 27 | **For additional information on the Filings tab features located at [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]]: ** | ||
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| 29 | * [[Batch Filing: Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]] | ||
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| 31 | ---- | ||
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| 33 | == Related Pages: == | ||
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| 35 | |||
| 36 | === [[Batch Filing>>doc:Windows.U\.S\..Getting Started.Batch Filers.Batch Filing.WebHome]] === | ||
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| 38 | Familiarize yourself with Batch Filing. | ||
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| 41 | === [[Filing Tab Features>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing Tab Features.WebHome]] === | ||
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| 43 | Learn more about "Filing" Tab features. |