Aatrix :: Changing Enrollment Information 

Changing Enrollment Information

Make changes to your enrollment information.

Search Our Knowledgebase (Windows; Canada)

    • If you are changing the preparer contact, navigate to the "Home" Tab. Click "Preparer Contact Information" on the right side. 

Preparer Contact.png


    • If you are only changing a 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 the signature authorization form to update our records.


    • The "Companies" tab will also include the following options:
      • Add additional companies
      • Add program accounts
      • Update taxpayer information
      • Review Filing States
      • Enter usernames, passwords or pins that you have receive from CRA

Companies Tab.png


    • Once you have completed updating the information, click on the "Save" button to update. 

Related Pages:

AATRIX eFile Website

Aatrix Support (Windows)

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

Aatrix Live Chat


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