Enroll > Arizona e-Enrollment

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For payroll compliance (annually licensed)

Payroll Service companies can use the Arizona e-Enrollment screen to enroll clients for Arizona electronic filing.

Choose Actions > Enroll > Arizona Electronic Filing.

Fields & buttons

Use the filtering fields to limit the number of clients that display in the Enrollment grid to those that meet specific criteria.

Choose either the Add Clients or Modify/Delete Clients option. When the Add Clients option is chosen, the Enrollment grid displays all Arizona clients who are not currently enrolled for Arizona electronic filing (all clients that do not have the Enrolled in e-Filing checkbox marked in the Arizona Additional Information dialog. When the Modify/Delete Clients option is chosen, the Enrollment grid displays all Arizona clients who are currently enrolled for Arizona electronic filing.

All fields in this grid must contain information before an enrollment file can be created. The Enrollment grid contains the following information.

  • Selection checkbox. Mark the checkboxes next to the clients you want to include in the enrollment file when you click the Create button.
  • Client ID, Client Name, Payroll Name, and EIN. The client ID, Client name, Payroll Name, and EIN are displayed in these columns and cannot be modified here. This information is populated from the Main tab of the Clients screen.
  • Status. This column displays only when the Change/Delete Client option is selected at the top of the screen. Select either Change or Delete to specify whether to change or delete the client in the file.
  • Effective date Enter the date the addition, change, or deletion of this client for electronic filing will take effect.

Click the Preview Selected button to view the selected client's enrollment files in a report format.

Click the Manage e-Enrollment button to open the Manage e-Enrollment Files dialog, where you can preview processed files in report or agency format, recreate files for a single client or in a batch, or delete the files for individual clients to delete them from the application.

The file location in which the enrollment files will be created is listed here. If you want to modify the file location, choose Setup > File Locations and modify the path in the Electronic/Internet/Magnetic field in the File Creation tab.

Click the Transmit button to initiate the creation of the e-Enrollment file. The file is saved in the file location listed at the bottom of the screen and also becomes available in the Manage e-Enrollment Files dialog.

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