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Version 3.2 by duy n on 2025/07/30 16:03
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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 (% style="font-size: 11pt; font-variant: normal; white-space: pre-wrap; font-family: Arial, sans-serif; color: rgb(0, 0, 0); font-weight: 400; font-style: normal; text-decoration: none; border: none; display: inline-block; overflow: hidden; width: 539px; height: 372px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXfeOdl3spFg6h67li7YHOjmKr3gTs6AABTapVAD1kvkv0fKtOlqL60NOWtvYC2aQ0VE_yQpNFVdJFC4_m2MNPsE-SvqC9k9D28fgr6FgHOYRufYjO9EWTvPnonAsW0OlwpMXPyFcA?key=QDm56cd0ocl0LzWblPEPDg||height="372" width="539"]]
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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:https://kb.aatrix.info/xwiki/bin/download/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/eW-2e1095e1099%20Information%20/Electronic%20Access%20for%20W-2s%20%28WEB%29%20Process/WebHome/After%20Logged%20In.png?rev=1.1||alt="After Logged In.png"]]