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 6.1
edited by Peytience S
on 2023/05/02 17:33
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.christiew
1 +XWiki.peytiences
Content
... ... @@ -18,9 +18,11 @@
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 +(% class="wikigeneratedid" %)
25 +====== //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 26  [[image:https://www.aatrix.com/files/cache/7239f71f7765dfa4ffa88f1ffda60131_f197.png||alt="Enrolling" height="850" width="680"]]
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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 -* (((
38 +
39 +(((
38 38  ===== To add additional companies under one username and password, follow the steps below: =====
39 39  )))
42 +
43 +(% style="list-style-type:disc" %)
40 40  * (((
41 41  ===== Log into your account at [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] =====
42 42  )))
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48 48  )))
49 49  
50 50  
51 -
52 52  [[image:https://www.aatrix.com/files/5114/2195/1921/03_Enrolling.png||alt="Enrolling" height="432" width="680"]]
53 53  
54 54  * (((
55 -====== ======
56 -
57 -*
58 -
59 59  ====== Finish Your Enrollment. ======
60 60  
61 -*
62 -
63 -====== Fill in the company information to enroll the new company and click the **"Save Changes"** button when finished. ======
60 +* Fill in the company information to enroll the new company and click the **"Save Changes"** button when finished.
64 64  )))
65 65  
66 66  
67 -
68 68  [[image:https://www.aatrix.com/files/cache/4c3d686c94bee276a7cbac63b0d7aba3_f205.png||alt="Enrolling"]]
69 69  
70 70  
... ... @@ -72,21 +72,14 @@
72 72  
73 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.
74 74  
75 -*
71 +* 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.
72 +* If the email address on file is not accessible, send us a company letterhead that contains the following information:
76 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.
74 +** FEIN
75 +** New contact name
76 +** Phone number
77 +** Email address
78 +** and Signature
79 +* 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.
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 -
91 -
92 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.