Version 6.1 by jackb on 2023/11/03 13:49
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1 * Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]]
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3 If not already, navigate to the **Home** tab.
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6 ====== To change the preparer contact, click **Preparer Contact Information** on the right side. ======
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9 * The Preparer Contact Information is what we use in case we need to contact you.
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12 [[image: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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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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23 ====== The **Companies** tab also includes the following options: ======
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27 ====== ​​​​​​​​​​​​​​Add additional taxpayers ======
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30 ====== ​​​​​​​​​​​​​​​​​​​​​Update taxpayer information ======
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33 ====== ​​​​​​​​​​​​​​​​​​​​​Edit/Add bank account information ======
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36 ====== ​​​​​​​​​​​​​​​​​​​​​Edit/Add Filing States ======
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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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43 [[image:02_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="998" width="679"]]
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45 **~ **
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47 * ​​​​​​​Once the information is updated, click the **Save Changes** button.
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51 == Related Pages: ==
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54 === [[eFile Authorization Form>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.eFile Authorization Form.WebHome]] ===
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56 ====== Activate authorization for eFilings ======
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58
59 === [[Username and Password Recovery>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Username and Password Recovery .WebHome]] ===
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61 ====== Read on for how to recover your username and/or password. ======
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64 === [[Additional Agency Requirements>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Additional Agency Requirements.WebHome]] ===
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66 ====== Learn more about other requirements for eFiling. ======
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69 === [[Enrolling>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Enrolling.WebHome]] ===
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71 ====== Enroll your company to get started with Aatrix eFile. ======