Wiki source code of Changing Enrollment Information
Version 1.1 by christie w on 2023/01/23 16:33
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| 1 | * | ||
| 2 | ** Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] | ||
| 3 | |||
| 4 | * | ||
| 5 | ** If not already, navigate to the **Home** tab. | ||
| 6 | |||
| 7 | * | ||
| 8 | ** To change the preparer contact, click **Preparer Contact Information** on the right side. | ||
| 9 | *** The Preparer Contact Information is what we use in case we need to contact you. | ||
| 10 | |||
| 11 | [[image:https://www.aatrix.com/files/1214/2195/4875/01_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="406" width="680"]] | ||
| 12 | |||
| 13 | * | ||
| 14 | ** To change the Company Contact, select the **Companies** tab. | ||
| 15 | \\//**Note:** Changing the company contact or company information will require a new signature authorization form. Please print, sign, and fax or email the signature authorization form to update our records.// | ||
| 16 | |||
| 17 | |||
| 18 | * | ||
| 19 | ** The **Companies** tab also includes the following options: | ||
| 20 | |||
| 21 | * | ||
| 22 | ** | ||
| 23 | *** Add additional taxpayers | ||
| 24 | |||
| 25 | * | ||
| 26 | ** | ||
| 27 | *** Update taxpayer information | ||
| 28 | |||
| 29 | * | ||
| 30 | ** | ||
| 31 | *** Edit/Add bank account information | ||
| 32 | |||
| 33 | * | ||
| 34 | ** | ||
| 35 | *** Edit/Add Filing States | ||
| 36 | |||
| 37 | * | ||
| 38 | ** | ||
| 39 | *** Enter usernames, passwords or pins that you have received from a Federal or State Agency. These will appear under the Additional Agency Requirements after selecting the Filing States. This information is needed in order to file on your behalf. | ||
| 40 | |||
| 41 | [[image:https://www.aatrix.com/files/5814/2195/4876/02_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="998" width="679"]] | ||
| 42 | |||
| 43 | **~ ** | ||
| 44 | |||
| 45 | * | ||
| 46 | ** Once the information is updated, click the **Save Changes** button. | ||
| 47 | |||
| 48 |