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. ====== | ||
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8 | (% style="list-style-type:disc" %) | ||
9 | * The Preparer Contact Information is what we use in case we need to contact you. | ||
10 | ))) | ||
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12 | [[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. | ||
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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.// ====== | ||
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21 | * ((( | ||
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23 | ====== The **Companies** tab also includes the following options: ====== | ||
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26 | * ((( | ||
27 | ====== Add additional taxpayers ====== | ||
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29 | * ((( | ||
30 | ====== Update taxpayer information ====== | ||
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32 | * ((( | ||
33 | ====== Edit/Add bank account information ====== | ||
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35 | * ((( | ||
36 | ====== 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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44 | [[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 | **~ ** | ||
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48 | * Once the information is updated, click the **Save Changes** button. | ||
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