Wiki source code of Electronic Access for W-2s & 1099s Process (Web)
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| 1 | == ** Electronic Access for W-2s/1099s** == | ||
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| 3 | After completing a W2 or 1099 MISC/NEC Filing, the employer/payer will see the Electronic Access for W-2s/1099s. **Please note that this option will be greyed out until the Filing has fully completed processing; it will NOT be available immediately after filing.** | ||
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| 5 | [[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe-Z_26Bvuq9YIgumVI5bIYpUOkVxvkYFGSmgS7p1GHoCmPmXypS4LwFs_a0OQS53N_FUb_6ZvqQ56nZeDoq6xMHW8xt8DvJI6YMamhPXp4RWDHvZKxDEptGyjMi7xJ95awENhFqA?key=AuCWBH-REZ_kUGW12TLIeidV||height="325" width="474"]] | ||
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| 7 | You can access this Dashboard through your software History. Once the filing has completed processing, the Electronic Access For W-2s/1099s button will become available, typically within one hour after filing. | ||
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| 9 | [[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdpEIn1OCqVUi8MUFrrYF0ChxMzgsoow-hRXT646sEGbfzWSMd9CULuV2Zz1CMyi9hvbmYWKVVwv3x99_2vNdRwKGdISAw4CSZkp3qJntgPWe9D4HivkbbGcr9WhwJgE4upPjwGfA?key=AuCWBH-REZ_kUGW12TLIeidV||height="329" width="482"]] | ||
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| 11 | After you click **Electronic Access For W-2s/1099s**, you will see the employees/recipients list. | ||
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| 13 | * Select individuals | ||
| 14 | * Select only those who opted in (yellow) | ||
| 15 | * Select those that didn’t opt-in (must include a valid email address) | ||
| 16 | ** You can update/change email addresses from this screen. | ||
| 17 | *** You must click “save changes” to update the information. | ||
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| 19 | When you have made your selections, click Email Access Letters | ||
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| 21 | [[image:1737688316127-365.png]] | ||
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| 23 | You will see a message display once the emails have been successfully sent. | ||
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| 25 | == **Accessing Emails** == | ||
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| 27 | == Employees/Recipients will receive emails at the address specified on the electronic access screen. Access is available from the Link in the email labeled "HERE". | ||
| 28 | **Please note that the employee will register using this link with their email as their username (where they received the email) and SSN/TIN as their password.** == | ||
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| 30 | [[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe5FN55aC-AOJhaJSIL_BUqDIMaiMTpyOZcxkleDwnP2HJAe7yMVQ8IHEcEWeAIWP20oHpRrHj7V2fQQ4ugFf0eIidwvv1QGgjrIRyjl5BLbfZOQ0A5JV_0ig_KD3tZhw3jZHlgdQ?key=AuCWBH-REZ_kUGW12TLIeidV||height="281" width="329"]] | ||
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| 32 | [[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXfQMho-ILoY1r2zGz7gbZ3sokeTEjhqZPf2QOdi-PGqQTt8Q41YH7p7Rn8RDqLnnoVVwO-JDQfjrl5Kv0YPmPTscSGEjsaix_MI0cPtRO_48SNfM1PYjVbNvhoxED6BHjUAN0fMrg?key=AuCWBH-REZ_kUGW12TLIeidV||height="265" width="333"]] | ||
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| 34 | After signing in, the employee/recipient will receive another email with an access code for additional security. This access code is a one-time use code. A new code will be sent with each login attempt. Enter the code and hit submit to access the website where the electronic tax forms are available. | ||
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| 36 | [[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXfyJVbsvP70t9I3AGPbbarRkzryJ8zQlC-XDMsTHSnryiov5whHAmwoCOzDlsfmmkJrxUpJKuZscxMNB791x6oQlDQnZIh0XFQ6vGupz1UEv34kyMiForQYdk7gcZ_rzmb1Qh4Hwg?key=AuCWBH-REZ_kUGW12TLIeidV||height="205" width="329"]] | ||
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| 38 | [[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXd-te-vdSuo7UcuZKQQ2AGybdyw9KXPs151B_ArUbUpDaxxpvXP_mnq7NvFUQxjLpxBx8mGf-ISIWdvbjy4bVh6l9oKTRQYo1lEhSLjIrMYk27fuXfFBndqmyTuvRQYBtmQed9MaA?key=AuCWBH-REZ_kUGW12TLIeidV||height="254" width="321"]] | ||
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| 40 | All forms will be viewable for an Employee/Recipient by form and year after successfully logging in. | ||
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| 42 | [[image:After Logged In.png]] | ||
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