Changes for page Enrolling

Last modified by Andrea L on 2024/12/13 17:41
From version 5.1
edited by christie w
on 2023/02/28 20:36
Change comment: There is no comment for this version
To version 11.1
edited by Andrea L
on 2024/12/13 17:41
Change comment: There is no comment for this version

Summary

Details

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1 -XWiki.christiew
1 +XWiki.andreal
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14 14  ===== Click the** [[Enroll>>https://efile.aatrix.com/]]** link on the upper right =====
15 15  )))
16 16  
17 -[[image:https://www.aatrix.com/files/2214/2195/1920/01_Enrolling.png||alt="Enrolling"]]
17 +[[image:01_Enrolling.png||alt="Enrolling"]]
18 18  
19 19  
20 20  * (((
21 -====== 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.// ======
21 +====== Enter the company information ======
22 22  )))
23 23  
24 +====== //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.//. ======
24 24  
25 25  
26 -[[image:https://www.aatrix.com/files/cache/7239f71f7765dfa4ffa88f1ffda60131_f197.png||alt="Enrolling" height="850" width="680"]]
27 +[[image:1734111638419-921.png]]
27 27  
28 28  
29 29  (% style="list-style-type:disc" %)
30 -*
31 31  * (((
32 32  ===== Set a Password. =====
33 33  )))
... ... @@ -34,9 +34,12 @@
34 34  * (((
35 35  ===== A login screen will automatically appear after clicking Save Changes. Enter the password you just created to finish setting up the profile. =====
36 36  )))
37 -* (((
37 +
38 +(((
38 38  ===== To add additional companies under one username and password, follow the steps below: =====
39 39  )))
41 +
42 +(% style="list-style-type:disc" %)
40 40  * (((
41 41  ===== Log into your account at [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] =====
42 42  )))
... ... @@ -47,46 +47,53 @@
47 47  ===== Click on the Add New or Add New Company link on the left side of the page. =====
48 48  )))
49 49  
53 +[[image:03_Enrolling.png||alt="Enrolling" height="432" width="680"]]
50 50  
55 +* (((
56 +====== Finish Your Enrollment. ======
51 51  
52 -[[image:https://www.aatrix.com/files/5114/2195/1921/03_Enrolling.png||alt="Enrolling" height="432" width="680"]]
58 +* Fill in the company information to enroll the new company and click the **"Save Changes"** button when finished.
59 +)))
53 53  
54 -* (((
55 -====== ======
61 +[[image:1734111693942-698.png]]
56 56  
57 -*
58 58  
59 -====== Finish Your Enrollment. ======
64 +===== //**Receiving a message that the taxpayer is already enrolled?**// =====
60 60  
61 -*
66 +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.
62 62  
63 -====== Fill in the company information to enroll the new company and click the **"Save Changes"** button when finished. ======
64 -)))
68 +* 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.
69 +* If the email address on file is not accessible, send us a company letterhead that contains the following information:
70 +(% style="list-style-type:disc" %)
71 +** FEIN
72 +** New contact name
73 +** Phone number
74 +** Email address
75 +** and Signature
76 +* This can be faxed  to **701-746-4393** or emailed to **[[support@aatrix.com>>mailto:support@aatrix.com]] or [[helpme@aatrixcom>>mailto:helpme@aatrixcom]]**. When using the email options, please include the EIN in the subject line.
65 65  
78 +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.
66 66  
80 +----
67 67  
68 -[[image:https://www.aatrix.com/files/cache/4c3d686c94bee276a7cbac63b0d7aba3_f205.png||alt="Enrolling"]]
82 +== Related Pages: ==
69 69  
70 70  
71 -===== //**Receiving a message that the taxpayer is already enrolled?**// =====
85 +=== [[Additional Agency Requirements>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Additional Agency Requirements.WebHome]] ===
72 72  
73 -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.
87 +====== Learn more about other requirements for eFiling. ======
74 74  
75 -*
76 -(% style="list-style-type:disc" %)
77 -** 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.
78 78  
79 -*
80 -(% style="list-style-type:disc" %)
81 -** If the email address on file is not accessible, send us a company letterhead that contains the following information:
82 -*1.
83 -*11. FEIN
84 -*11. New contact name
85 -*11. Phone number
86 -*11. Email address
87 -*11. and Signature
88 -(% style="list-style-type:disc" %)
89 -** This can be faxed  to **701-746-4393** or emailed to **[[support@aatrix.com>>mailto:support@aatrix.com]] or [[helpme@aatrixcom>>mailto:helpme@aatrixcom]]**. When using the email options, please include the EIN in the subject line.
90 +=== [[eFile Authorization Form>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.eFile Authorization Form.WebHome]] ===
90 90  
92 +====== Activate authorization for eFilings ======
91 91  
92 -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.
94 +
95 +=== [[Changing Enrollment Information>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Changing Enrollment Information .WebHome]] ===
96 +
97 +====== Make changes to your enrollment information. ======
98 +
99 +
100 +=== [[Username and Password Recovery>>doc:Windows.U\.S\..Getting Started.Enrollment and Requirements.Username and Password Recovery .WebHome]] ===
101 +
102 +====== Read on for how to recover your username and/or password. ======
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