Changing Enrollment Information
Version 4.1 by jackb on 2023/11/01 20:07
- Go to https://efile.aatrix.com
If not already, navigate to the Home tab.
To change the preparer contact, click Preparer Contact Information on the right side.
- The Preparer Contact Information is what we use in case we need to contact you.
- To change the Company Contact, select the Companies tab.
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.
The Companies tab also includes the following options:
Add additional taxpayers
Update taxpayer information
Edit/Add bank account information
Edit/Add Filing States
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.
- Once the information is updated, click the Save Changes button.
Related Pages:
eFile Authorization Form
Activate authorization for eFilings
Username and Password Recovery
Read on for how to recover your username and/or password.
Additional Agency Requirements
Learn more about other requirements for eFiling.
Enrolling
Enroll your company to get started with Aatrix eFile.