Last modified by Derek K on 2024/02/07 22:29
Show last authors
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: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 [[image:02_Change_Enrollment_Info.png||alt="Changing Enrollment Information" height="998" width="679"]]
44
45 **~ **
46
47 * ​​​​​​​Once the information is updated, click the **Save Changes** button.
48
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
56 ====== Activate authorization for eFilings ======
57
58
59 === [[Username and Password Recovery>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Username and Password Recovery .WebHome]] ===
60
61 ====== Read on for how to recover your username and/or password. ======
62
63
64 === [[Additional Agency Requirements>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Additional Agency Requirements.WebHome]] ===
65
66 ====== Learn more about other requirements for eFiling. ======
67
68
69 === [[Enrolling>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Enrolling.WebHome]] ===
70
71 ====== Enroll your company to get started with Aatrix eFile. ======