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Sign into Aatrix eFile System
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An 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..
- Enter Username and Password
- Click 'Login' to begin the process.
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- Review the information on file and if any changes are needed, click on the link in the window.
- Click Next to move to the next window.
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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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- 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.
- You can now click the Close button. You are done!
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The Aatrix history data is saved directly to the hard drive of your computer. This data is NOT saved in the CDM+ database. If you need to move this data to another computer running the same Operating System (Windows → Windows), then please contact CDM+ Support for instructions on retrieving your Aatrix history data. |
Video of eFile Process
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