Wiki source code of Changing Enrollment Information

Last modified by Derek K on 2024/02/07 22:29

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3.1	1	* Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]]
2.1	2	* (((
3.1	3	If not already, navigate to the Home tab.
2.1	4	)))
	5	* (((
3.1	6	====== To change the preparer contact, click Preparer Contact Information on the right side. ======
2.1	7
	8	(% style="list-style-type:disc" %)
3.1	9	* The Preparer Contact Information is what we use in case we need to contact you.
2.1	10	)))
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5.1	12	[[image:01_Change_Enrollment_Info.png\|\|alt="Changing Enrollment Information" height="406" width="680"]]
2.1	13
3.1	14	* To change the Company Contact, select the Companies tab.
1.1	15
3.1	16	(((
	17	======
2.1	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	* (((
3.1	22	(((
5.1	23	====== The Companies tab also includes the following options: ======
2.1	24	)))
1.1	25
2.1	26	* (((
6.1	27	====== Add additional taxpayers ======
2.1	28	)))
	29	* (((
3.1	30	====== Update taxpayer information ======
2.1	31	)))
	32	* (((
3.1	33	====== Edit/Add bank account information ======
2.1	34	)))
	35	* (((
3.1	36	====== Edit/Add Filing States ======
2.1	37	)))
	38	* (((
3.1	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. ======
2.1	40	)))
3.1	41	)))
2.1	42
5.1	43	[[image:02_Change_Enrollment_Info.png\|\|alt="Changing Enrollment Information" height="998" width="679"]]
1.1	44
	45	~
	46
3.1	47	* Once the information is updated, click the Save Changes button.
1.1	48
4.1	49	----
	50
	51	== Related Pages: ==
	52
	53
	54	=== [[eFile Authorization Form>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.eFile Authorization Form.WebHome]] ===
	55
6.1	56	====== Activate authorization for eFilings ======
4.1	57
	58
	59	=== [[Username and Password Recovery>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Username and Password Recovery .WebHome]] ===
	60
6.1	61	====== Read on for how to recover your username and/or password. ======
4.1	62
	63
	64	=== [[Additional Agency Requirements>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Additional Agency Requirements.WebHome]] ===
	65
6.1	66	====== Learn more about other requirements for eFiling. ======
4.1	67
	68
	69	=== [[Enrolling>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Enrolling.WebHome]] ===
	70
6.1	71	====== Enroll your company to get started with Aatrix eFile. ======