Version 1.1 by christie w on 2023/01/23 16:33
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2 ** Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]]
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5 ** If not already, navigate to the **Home** tab.
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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.
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11 [[image:https://www.aatrix.com/files/1214/2195/4875/01_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="406" width="680"]]
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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.//
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19 ** The **Companies** tab also includes the following options:
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23 *** Add additional taxpayers
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27 *** Update taxpayer information
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30 **
31 *** Edit/Add bank account information
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35 *** Edit/Add Filing States
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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.
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41 [[image:https://www.aatrix.com/files/5814/2195/4876/02_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="998" width="679"]]
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46 ** Once the information is updated, click the **Save Changes** button.
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