Basic Steps for eFile

* eFiling **requires** a subscription to the **Print & Mail Payroll Reports**.

** If you are not enrolled call our sales staff at **800-426-0854 **or by email at [[sales@aatrix.com>>mailto:sales@aatrix.com]] to enroll.

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** If you have already, you will need to **set up an eFile user account** prior to eFiling any forms.

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* Go to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] and click on the **"Enroll" **button and set up the account.

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* Once you have finished enrolling, you will need to login to [[efile.aatrix.com>>url:https://efile.aatrix.com/]] ** **and click on the **"Companies" **tab.

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* Click on the **"Print eFile Authorization form" **button.

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** Read it, fill it out and send it back to the fax number on the authorization or by an email attachment to [[helpme@aatrix.com>>mailto:helpme@aatrix.com]]**. **This document gives us your authorization to submit your forms on your behalf to the accepting agency.

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\\**//NOTE: //**//No forms will be processed by our eFile Center **until we receive** the eFile Authorization form from you.//

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[[image:https://www.aatrix.com/files/9914/2369/8889/Basic_Steps_for_eFile_01.png||alt="Read our guide on how to start eFiling." height="289" width="679"]]

**// //**

To eFile your forms, you must first process the forms in the **Reports Plus **screen of the program. The steps to process the forms are basically the same.

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**The example below processes the 941 to eFile:**

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* **Select the 941 form** from the list of **Print & Mail Reports.**

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* Set the **Report Period **that the report is to cover.

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* Click on **"Preview Report" **on the top tool bar.

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[[image:https://www.aatrix.com/files/1014/2369/8890/Basic_Steps_for_eFile_02.png||alt="Read our guide on how to start eFiling." height="420" width="680"]]

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* As the **Aatrix Form Viewer **opens, the program that is used to process your forms, it will have you check for updates the first time it is opened for the day, click on **"Internet Update".**

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* You may be prompted that an update to the Form Viewer has been downloaded.

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** Click the **"Install" **button and back in your payroll program click on **"Preview Report" **again.

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* You will again be prompted to check for updates, again click on **"Internet Update".**

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* The program will now check for updated forms.

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** From the list of updated forms packages, choose the Federal Forms package, if listed, and any states that you need forms for, again if listed, then click **"Update" **to install the updated forms.

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* Once the forms have been updated, the form will appear on the screen. All forms are processed in the same manner.

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* Enter all fields in red on the form as they are required and look at each page.

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** As you fill in the red fields and review each page the numbers on the first page may recalculate.

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* After reviewing all pages and entering the fields in red, return to the first page and **verify the numbers**. Once you are ready to continue, click **"eFile".**

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* Read the **"Important Notice" **and if you agree and are ready to continue click **"Agree".**

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[[image:https://www.aatrix.com/files/8914/2369/8891/Basic_Steps_for_eFile_03.png||alt="Read our guide on how to start eFiling." height="439" width="685"]]

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* Click the **"Next Step" **button again to finish processing the form.

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* Click the **"eFile"** button.

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[[image:https://www.aatrix.com/files/4514/2369/8892/Basic_Steps_for_eFile_04.png||alt="Read our guide on how to start eFiling." height="424" width="679"]]

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* **The IRS now requires that 941 forms filed electronically have a electronic signature attached.** Clicking **"eFile"** will open the **941 Form Signing Tool**.

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** If you already have an Electronic Signature created, select it from the list, enter your PIN and click** "OK"** to select the existing signature to attach to the 941 Form.

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** If you need to create an Electronic Signature, please refer to the page: [[Create an Electronic Signature for 941 Form>>doc:Mac.eFile ».Creating an Electronic Signature for Federal Filings .WebHome]].

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* This will open the **"eFile Client"**. Enter your eFile user name and password then click **"Login"**.

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* Once logged in, verify the **Enrollment Information **and click** "Next".**

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* The **"Pricing Information" **screen will give you pricing information for the filing being submitted, credit card information for the filing charges will come in the next step.

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** If you are on a package it will display the package you have.

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* In the **"Confirmation" **window, verify the information for the filing to be submitted and click the **"Submit" **button to finish the process and file the form. You can print the Confirmation window by going to the File menu and selecting Print.

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* The last screen will display the **AFID number** for the filing that will be sent to the email address shown. For a printed copy of the AFID number window go to the File menu and select Print.

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* Click the **"Close" **button to close the eFile window and return to the form.

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* **Save the report into archive. **If you would like a printed copy to keep on file in the office click the print button.

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* Once you have finished quit the Form Viewer.

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