Reports and forms

To register to eFile Forms W-2 and W-3

The Payroll Tax Form Viewer must be open.

1. On the top menu bar, select Company > Enroll in eFile.

-- or --

Click the eFile button on the toolbar.

This starts the eFile Enrollment Setup Wizard.

2. A window will display four option buttons.

If you want more information about eFiling payroll tax forms, click Tell Me More to connect to the Aatrix website for help and information on the program.

If you want to register now, click Enroll Now to start the eFile setup wizard.

3. Enter your taxpayer information in the first window (Taxpayer Info) of the Enrollment Setup Wizard. You must provide information in every field marked with an asterisk.



4. Click Next.



5. If this form must be eFiled in with one or more state tax offices, the state(s) in which you filing must appear in the Taxpayer State Info window.

If a required state does not appear here, you must enter all required state filing information before continuing:

1. Type the state name in the State field.
2. Type the two-letter state ID in the State ID field.
3. Click New to add the required state(s) to the Taxpayer State list.
   
   If the Taxpayer State list contains unneeded information, highlight the unneeded item in the list and click Delete to remove that state.
4. Click Next when the Taxpayer State Information is correct for this form.

6. Click Next when you're sure your banking information is complete and correct.



7. If the preparer is the same as the taxpayer for this form, mark the box at the bottom of the Preparer Info window. All required information for the form preparer will be derived from taxpayer information during registration and eFiling.

If the form preparer is not the same as the taxpayer, these fields on the Preparer Info window must be completed:
Preparer name
Contact
Title
Address Line 1
City State and ZIP
Phone
Email

8. Follow the instructions on the Enrollment Submission window to verify that your information is correct before you submit your enrollment. Use the Back button to return to previous windows to make any necessary corrections. Dial the MYOB eFile Support Center (701-795-9949) if you need help.



9. Click Finish when you're ready to print the MYOB eFile Enrollment Form.



10. When the completed registration form displays, print it by clicking the Print button at the top of the window.



11. Sign the last page of the form and return it via fax or regular mail.

• Mail your completed eFile Enrollment Form to:
  Aatrix Software, Forms Department, Box 5129, Grand Forks, ND 58206.

• Fax your completed eFile Enrollment Form to the number shown on the form.

Related topics

• To register to eFile payroll tax forms (except W-2 and W-3)
• To eFile Forms W-2 and W-3
• To change your eFile registration information