Changes for page Enrolling

Last modified by Andrea L on 2024/12/13 17:41
From version 4.1
edited by christie w
on 2023/01/23 16:31
Change comment: There is no comment for this version
To version 3.1
edited by christie w
on 2023/01/18 21:55
Change comment: There is no comment for this version

Summary

Details

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Content
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1 1  == ==
2 2  
4 += Enrolling =
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3 3  ==== Enroll your company to get started with Aatrix eFile. ====
4 4  
5 -
6 6  == Search Our Knowledgebase (Windows; U.S.) ==
7 7  
8 8  
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26 26  
27 27  **To add additional companies under one username and password, follow the steps below:**
28 28  
29 -*
31 +*
30 30  ** Log into your account at [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]]
31 31  
32 -*
34 +*
33 33  ** Go to the **Companies** tab.
34 34  
35 -*
37 +*
36 36  ** Click on the **Add New** or **Add New Company** link on the left side of the page.
37 37  
38 38  [[image:https://www.aatrix.com/files/5114/2195/1921/03_Enrolling.png||alt="Enrolling" height="432" width="680"]]
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48 48  
49 49  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.
50 50  
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53 +*
52 52  ** 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.
53 53  
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55 55  ** If the email address on file is not accessible, send us a company letterhead that contains the following information:
56 -*1.
58 +*1.
57 57  *11. FEIN
58 58  *11. New contact name
59 59  *11. Phone number