Changing Enrollment Information

Make changes to your enrollment information.

Search Our Knowledgebase (Windows; U.S.)


    • If not already, navigate to the Home tab.
    • To change the preparer contact, click Preparer Contact Information on the right side.
      • The Preparer Contact Information is what we use in case we need to contact you.

 Changing Enrollment Information

    • To change the Company Contact, select the Companies tab.

      Note: Changing the company contact or company information will require a new signature authorization form. Please print, sign, and fax or email the signature authorization form to update our records.

 

    • The Companies tab also includes the following options:
      • Add additional taxpayers
      • Update taxpayer information
      • Edit/Add bank account information
      • Edit/Add Filing States
      • Enter usernames, passwords or pins that you have received from a Federal or State Agency. These will appear under the Additional Agency Requirements after selecting the Filing States. This information is needed in order to file on your behalf.

Changing Enrollment Information

 

    • Once the information is updated, click the Save Changes button. 



Related Pages:






AATRIX eFile Website
http://efile.aatrix.com


Aatrix Support (Windows)

 Available Mondays through Fridays from 8:00am - 5:00pm CST
Phone: 1-701-746-6814
Fax: 1-701-746-4393 
Email: helpme@aatrix.com

Aatrix Live Chat
(Windows)





Feedback

Did this page help you? *