Wiki source code of Additional Agency Requirements

Version 5.1 by jackb on 2023/11/01 20:12
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1 === Requirements for W-2 or 1099 eFiling ===
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3 ====== In order to eFile W2 and 1099 filings with Aatrix all that is required is that you are enrolled and have the username and password. ======
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5
6 === Requirements for Federal eFiling ===
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8 ====== Aatrix will need to get an **EFTPS Pin** established for each taxpayer EIN that will be doing Federal Tax Deposits (EFTPS) with Aatrix. ======
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10 * For more information, please read [[EFTPS>>doc:Windows.U\.S\..Standard Filing Questions ».Federal and State Agency Payments.EFTPS PIN on File with eFile Center .WebHome]].
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12 === ===
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14 === If you plan on filing 94X series return reports (I.E. 941 Quarterly Return or 940, 943, 945 Annual Return) ===
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16 ====== To eFile **94X series** reports with Aatrix, there is additional information needed for eFiling. ======
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18 * For more information please read [[94X Series Signatures>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.WebHome]]**.**
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20 === ===
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22 === Requirements for State eFiling ===
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24 ====== To see if there are any additional agency requirements for one of your filing states, first make sure that your filing states are selected above the additional agency requirements section. ======
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26 [[image:https://www.aatrix.com/files/3414/2195/7584/01_Addtl_Agency_Reqs.png||alt="Additional Agency Requirements" height="410" width="447"]]
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28 ====== Once the filing states have been selected, the states additional agency requirements will be listed below, if applicable. ======
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30 ====== You can click on the** information icon “i”** to the left side of the state item to get more information about the requirements and instructions on how to configure them properly. ======
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32 ----
33
34 == Related Pages: ==
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36
37 === [[Username and Password Recovery>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Username and Password Recovery .WebHome]] ===
38
39 Read on for how to recover your username and/or password.
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41
42 === [[Changing Enrollment Information>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Changing Enrollment Information .WebHome]] ===
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44 Make changes to your enrollment information.
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46
47 === [[Enrolling>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Enrolling.WebHome]] ===
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49 Enroll your company to get started with Aatrix eFile.
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51
52 === [[eFile Authorization Form>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.eFile Authorization Form.WebHome]] ===
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54 Activate authorization for eFilings