Version 2.1 by christie w on 2023/02/28 20:40
Show last authors
1 *
2 (% style="list-style-type:disc" %)
3 ** (((
4 ====== Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] ======
5 )))
6
7 * (((
8
9
10 (% style="list-style-type:disc" %)
11 *
12
13 ====== If not already, navigate to the **Home** tab. ======
14 )))
15
16 * (((
17 ====== ======
18
19 (% style="list-style-type:disc" %)
20 *
21
22 ====== To change the preparer contact, click **Preparer Contact Information** on the right side. ======
23
24 *
25 **
26
27 ====== The Preparer Contact Information is what we use in case we need to contact you. ======
28 )))
29
30
31 [[image:https://www.aatrix.com/files/1214/2195/4875/01_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="406" width="680"]]
32
33 *
34 ** (((
35 ====== To change the Company Contact, select the **Companies** tab.
36 \\//**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.// ======
37 )))
38
39 * (((
40 ====== ======
41
42 *
43
44 ====== The **Companies** tab also includes the following options: ======
45 )))
46
47 * (((
48 ====== ======
49
50 *
51
52 ====== ======
53
54 *
55 **
56
57 ====== Add additional taxpayers ======
58 )))
59
60 * (((
61 ====== ======
62
63 *
64
65 ====== ======
66
67 *
68 **
69
70 ====== Update taxpayer information ======
71 )))
72
73 * (((
74 ====== ======
75
76 *
77
78 ====== ======
79
80 *
81 **
82
83 ====== Edit/Add bank account information ======
84 )))
85
86 * (((
87 ====== ======
88
89 *
90
91 ====== ======
92
93 *
94 **
95
96 ====== Edit/Add Filing States ======
97 )))
98
99 * (((
100 ====== ======
101
102 *
103
104 ====== ======
105
106 *
107 **
108
109 ====== 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. ======
110 )))
111
112
113
114 [[image:https://www.aatrix.com/files/5814/2195/4876/02_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="998" width="679"]]
115
116 **~ **
117
118 *
119 ** (((
120 ====== Once the information is updated, click the **Save Changes** button. ======
121 )))
122
123