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Sign into Aatrix eFile System

Note

Aatrix eFile account is needed for this step. An account can be created at the Aatrix eFile site.

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After you have enrolled in the Aatrix eFile system, you will ..log in.

  1. Enter Username and Password
  2. Click 'Login' to begin the process.

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  1. Review the information on file and if any changes are needed, click on the link in the window.
  2. Click Next to move to the next window.

Note

If any of this information needs to be changed, you will need to exit the eFiling process and log into the Aatrix eFile site.


Aatrix Tax Form Transfer Agreement

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  1. The History File window opens. This signifies you're done with the eFile process and the data has been saved to the Aatrix history file on your computer.
  2. You can now click the Close button. You are done!


Warning

The Aatrix history data is saved directly to the hard drive of the computer you are using. This data is NOT in the CDM+ database. If you need to work done on your current system or you are getting a new computer, please contact CDM+ Support for instructions on saving your Aatrix History Data.

Video of eFile Process

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