Enrolling
Last modified by Andrea L on 2024/12/13 17:41
Enroll your company to get started with Aatrix eFile.
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To begin using the eFile solution, a company must be enrolled at https://efile.aatrix.com. This is a simple process that will establish the company within our database.
If a company has not enrolled, please follow the steps below:
Click the Enroll link on the upper right
Enter the company information
Please note the username should reference the company and not an individual. This is suggested because the username cannot be changed once it is created. Once all of the company information has been entered, click the Save Changes button..
Set a Password.
A login screen will automatically appear after clicking Save Changes. Enter the password you just created to finish setting up the profile.
To add additional companies under one username and password, follow the steps below:
Log into your account at https://efile.aatrix.com
Go to the Companies tab.
Click on the Add New or Add New Company link on the left side of the page.
Finish Your Enrollment.
- Fill in the company information to enroll the new company and click the "Save Changes" button when finished.
Receiving a message that the taxpayer is already enrolled?
Make sure someone else in the office has not already enrolled this company (FEIN) under a different username and password. If this is the case, either use that username and password to file for this taxpayer or move the taxpayer to the other account by first deleting this taxpayer from the original account, then add it to the new account.
- If you do not know the username and password for the original account, click the Forgot your username/password and enter the company FEIN when prompted. An email will be sent to the address on file for the company containing the username and password.
- If the email address on file is not accessible, send us a company letterhead that contains the following information:
- FEIN
- New contact name
- Phone number
- Email address
- and Signature
- This can be faxed to 701-746-4393 or emailed to support@aatrix.com or helpme@aatrixcom. When using the email options, please include the EIN in the subject line.
Once this request has been processed, we will send emails with the login details and step-by-step instructions on how to update the information at efile.aatrix.com.