Changes for page Deleting a Filing

Last modified by Derek K on 2024/02/07 22:29

From 1.1 to 2.1 From 3.1 to 4.1

From version 2.1

edited by christie w
on 2023/02/14 20:31

Change comment: There is no comment for this version

To version 3.1

edited by Peytience S
on 2023/05/02 17:42

Change comment: There is no comment for this version

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Page properties

Author

@@ -1,1 +1,1 @@
--XWiki.christiew
++XWiki.peytiences

Content

@@ -1,52 +1,36 @@
--*
--** Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]]
++* Go to [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]]
++* Login.
++* Navigate to the **Filings** tab.
--*
--** Login.
--
--*
--** Navigate to the **Filings** tab.
--
  [[image:https://www.aatrix.com/files/4715/7564/4369/2019-12-06_8-51-45.png||alt="2019-12-06_8-51-45.png" height="280" width="999"]]
--*
--** Filings may only be deleted if our eFile center **has not processed any portion of the filing**. The status of the filing must be **OPEN**; also if viewing the details of the filing, all portions should say **Awaiting Batch Processing**.
--*
--**
--*** Below is an example of an **OPEN** filing that **can be deleted**.
++* Filings may only be deleted if our eFile center **has not processed any portion of the filing**. The status of the filing must be **OPEN**; also if viewing the details of the filing, all portions should say **Awaiting Batch Processing**.
++* Below is an example of an **OPEN** filing that **can be deleted**.
++
  [[image:https://www.aatrix.com/files/1115/7564/4323/2019-12-06_8-53-01.png||alt="2019-12-06_8-53-01.png" height="449" width="999"]]
--*
--**
--*** Below is an example of an **OPEN** filing that **cannot be deleted**. //(Notice that the "Delete the filing" link isn't available)//
++* Below is an example of an **OPEN** filing that **cannot be deleted**. //(Notice that the "Delete the filing" link isn't available)//
++
  [[image:https://www.aatrix.com/files/1016/0252/7910/Deleting_a_Filing.png||alt="Deleting a Filing.png" height="333" width="618"]]
--*
--** Click the check box next to the **AFID** you wish to delete.
++* Click the check box next to the **AFID** you wish to delete.
++* Once a filing has been selected, **verify the correct AFID** and form name has been selected that needs to be deleted. Click on the **Actions** link at the top left of the page. A new window will appear, select **Delete the filing**.
++* A message will come up asking, "Are you sure you want to delete this filing?" If you still wish to delete the filing, click the **Yes, Delete it** button. If you do not want to delete the filing, select **No, I changed my mind**.
++** //**Note:** Once a filing is deleted, it will not be processed. //
--*
--** Once a filing has been selected, **verify the correct AFID** and form name has been selected that needs to be deleted. Click on the **Actions** link at the top left of the page. A new window will appear, select **Delete the filing**.
--
--*
--** A message will come up asking, "Are you sure you want to delete this filing?" If you still wish to delete the filing, click the **Yes, Delete it** button. If you do not want to delete the filing, select **No, I changed my mind**.
--\\//**Note:** Once a filing is deleted, it will not be processed. //
--
  [[image:https://www.aatrix.com/files/5315/7564/4667/2019-12-06_8-54-30.png||alt="2019-12-06_8-54-30.png" height="445" width="999"]]
--*
--** After clicking the delete button, you will receive a message stating **The filing has been submitted for deletion.**
--*
--** The filing will still be visible under the filings tab. The status will change to **DELETED** shortly. Click refresh on your browser or F5 on your keyboard to check the current status.
--\\//**Note:** It may take a few minutes to show the deleted status.//
++* After clicking the delete button, you will receive a message stating **The filing has been submitted for deletion.**
++* The filing will still be visible under the filings tab. The status will change to **DELETED** shortly. Click refresh on your browser or F5 on your keyboard to check the current status.
++** //**Note:** It may take a few minutes to show the deleted status.//
--*
--** A notification email will be sent to the email address on file with Aatrix.
--\\If you do not receive an email, check your **Inbox** at: [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] //(Login and go to the **Inbox** tab).//
++* A notification email will be sent to the email address on file with Aatrix.
++* If you do not receive an email, check your **Inbox** at: [[https:~~/~~/efile.aatrix.com>>https://efile.aatrix.com/]] //(Login and go to the **Inbox** tab).//
  [[image:https://www.aatrix.com/files/3314/2196/0168/05_Delete_Filings.png||alt="Deleting a Filing" height="645" width="680"]]
@@ -54,15 +54,11 @@
  //Login and on the Homepage click on the **Verify Email Address** link on the right side of the page.  If you are not able to receive emails from Aatrix, have your email administrator look into the cause. They may need to add **@aatrix.com** as a wildcard.//
--*
--** A full refund of charges //(if applicable)// will be issued upon successful deletion of the filing.
++* A full refund of charges //(if applicable)// will be issued upon successful deletion of the filing.
++* If you intended to resubmit a filing to replace the filing you have deleted, you can simply resubmit the form through your accounting software.
--*
--** If you intended to resubmit a filing to replace the filing you have deleted, you can simply resubmit the form through your accounting software.
--
  **If you're attempting to delete a W-2 or 1099 filing and need additional information:**
--*
--** [[W-2/1099 Filing Deletion>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-210951099 Filing Deletion .WebHome]]
++* [[W-2/1099 Filing Deletion>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-210951099 Filing Deletion .WebHome]]