Wiki source code of Changing Enrollment Information
Version 3.1 by Peytience S on 2023/05/02 17:35
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| 1 | * Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] | ||
| 2 | * ((( | ||
| 3 | If not already, navigate to the **Home** tab. | ||
| 4 | ))) | ||
| 5 | * ((( | ||
| 6 | ====== To change the preparer contact, click **Preparer Contact Information** on the right side. ====== | ||
| 7 | |||
| 8 | (% style="list-style-type:disc" %) | ||
| 9 | * The Preparer Contact Information is what we use in case we need to contact you. | ||
| 10 | ))) | ||
| 11 | |||
| 12 | [[image:https://www.aatrix.com/files/1214/2195/4875/01_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="406" width="680"]] | ||
| 13 | |||
| 14 | * To change the Company Contact, select the **Companies** tab. | ||
| 15 | |||
| 16 | ((( | ||
| 17 | ====== | ||
| 18 | \\//**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.// ====== | ||
| 19 | ))) | ||
| 20 | |||
| 21 | * ((( | ||
| 22 | ((( | ||
| 23 | ====== The **Companies** tab also includes the following options: ====== | ||
| 24 | ))) | ||
| 25 | |||
| 26 | * ((( | ||
| 27 | ====== Add additional taxpayers ====== | ||
| 28 | ))) | ||
| 29 | * ((( | ||
| 30 | ====== Update taxpayer information ====== | ||
| 31 | ))) | ||
| 32 | * ((( | ||
| 33 | ====== Edit/Add bank account information ====== | ||
| 34 | ))) | ||
| 35 | * ((( | ||
| 36 | ====== Edit/Add Filing States ====== | ||
| 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 | ))) | ||
| 42 | |||
| 43 | |||
| 44 | [[image:https://www.aatrix.com/files/5814/2195/4876/02_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="998" width="679"]] | ||
| 45 | |||
| 46 | **~ ** | ||
| 47 | |||
| 48 | * Once the information is updated, click the **Save Changes** button. | ||
| 49 | |||
| 50 |