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Version 2.1 by christie w on 2023/02/28 20:40
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4 ====== Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] ======
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13 ====== If not already, navigate to the **Home** tab. ======
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22 ====== To change the preparer contact, click **Preparer Contact Information** on the right side. ======
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27 ====== The Preparer Contact Information is what we use in case we need to contact you. ======
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31 [[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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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.// ======
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44 ====== The **Companies** tab also includes the following options: ======
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57 ====== Add additional taxpayers ======
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70 ====== Update taxpayer information ======
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83 ====== Edit/Add bank account information ======
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96 ====== Edit/Add Filing States ======
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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. ======
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114 [[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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120 ====== Once the information is updated, click the **Save Changes** button. ======
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