Wiki source code of Additional Agency Requirements
Last modified by Derek K on 2024/02/07 22:29
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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:01_Addtl_Agency_Reqs.png||alt="Additional Agency Requirements" height="410" width="447"]] | ||
| 27 | |||
| 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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| 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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| 42 | === [[Changing Enrollment Information>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Changing Enrollment Information .WebHome]] === | ||
| 43 | |||
| 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]] === | ||
| 48 | |||
| 49 | ====== Enroll your company to get started with Aatrix eFile. ====== | ||
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| 52 | === [[eFile Authorization Form>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.eFile Authorization Form.WebHome]] === | ||
| 53 | |||
| 54 | ====== Activate authorization for eFilings. ====== |