Employee Online Access (Web)

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= (% style="color:#000000; font-family:Arial,sans-serif; font-size:20pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Dashboard/Electronic Access Wizard:**(%%) =

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(% style="border:none; color:#000000; display:inline-block; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:451px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLrFb4XfXI9T8N_VIi8lArPn4YOEP_imrg3pQS2SVwWI8L4AVAQLVa_b3zvQ4-2BO3TGmYUNAB3kdyQxREQbM12fJELPbNmEBj4LTsUJ6rM06h5aJdbdiK7y-NWjHkhKuwe_rj?key=QDm56cd0ocl0LzWblPEPDg||height="451" width="624"]]

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Electronic Access for W-2s: clickable for filings that have electronic access capable payees. (Currently is toggled in all cases in internal environments).

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== (% style="color:#000000; font-family:Arial,sans-serif; font-size:16pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Electronic Access Wizard:(%%) ==

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(% style="border:none; color:#000000; display:inline-block; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:372px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:539px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXddJhCXCaVkRUla9A-bsGj5j-m3jwYVL0tcq4TBjOLzk7zRNBhLnxkr50UsPTIsc2xNpEW6TJ2ODOSn9dRXJHpxgnpous1didHkpauGE7_PVDe5hveTpocY9qsdu1z8MEU23X-PgQ?key=QDm56cd0ocl0LzWblPEPDg||height="372" width="539"]]

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(% style="color:#ff0000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)*Only internal @aatrix.com or @sovos.com email addresses can have emails sent to them currently. If you need to simulate changing email addresses. You can add . (period)s in the address, and it will still get sent to the same email address.

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(% style="color:#ff0000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Example: kristopherlommen@gmail.com = kristopher.lommen@gmail.com

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Search/Clear//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Allows for searching/filtering off of provided First/Last names.

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Checkboxes//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): When checked, and when “Email Access Letters” is clicked, emails will be sent to those checked payees.

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Email Address Input Boxes//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): The email addresses can be changed for payees on this screen. Note that the changes must be saved (Via Save Changes) in order for subsequent Email addresses to be sent.

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Select/Unselect All//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Selects or deselects all payees in the table

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Save Changes//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Saves any and all Email Address changes made in the interface.

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Email Access Letters//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Disperses email access letters to all checked payees. Note that all changes must be saved first. Emailing is currently throttled to one batch email request every 2 minutes to prevent spamming.

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(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Debug:Force regenerate EAID records//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Temporary button that allows a simulation of an initial mode filing being resubmitted. Not useful for typical QA testing needs.(%%)

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= (% style="color:#000000; font-family:Arial,sans-serif; font-size:20pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**EAP Website **(%%) =

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Accessing the EPAP site:

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)As of 11-07-2024, the EPAP site can be accessed at (%%)[[(% style="-webkit-text-decoration-skip:none; color:#1155cc; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration-skip-ink:none; text-decoration:underline; white-space:pre-wrap" %)http:~~/~~/epaptest.aatrix.com>>url:http://epaptest.aatrix.com||style="text-decoration:none"]](% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)

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(% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:463px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe5vQzYlb6Ab8ANsbe7LLcCGm5nBkJgtslCOwVI-Lp6HGhAjTytpj-eu2lxPy7JmWsbaku2bef2tU5uNn_r37Pj_io40OR8FoQKiflPVTvurLTC-EsvCShIxtufzkA_WOR72bNN?key=QDm56cd0ocl0LzWblPEPDg||height="463" width="624"]]

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Email Address: **(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)the email addressed type in the Electronic Wizard column

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Password: **(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)the TIN (SSN/EIN) associated with the payee (Employee/Recipient)

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)After successful login, an email with a one-time access code will be sent:

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(% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:459px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXem_Xz5QCfJOSFCfpOL6D8uWQ7_ebkMMUTfVp-LvxvIPHTFrlXVOTF2yC4GZCV_3kMvgxat4fMF2iwL5eJC2LySzIEm05J660rzZG8mkDQxKDQo8yog-e7D4VbTLxB8gSbW63NwyA?key=QDm56cd0ocl0LzWblPEPDg||height="459" width="624"]]

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Type the Access Code into the box from the previous step:

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(% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:483px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdh4in852qtsFlT7N7f9It0ELajyik9j-ik-XVbcM6CPMzvLSqA8LDu3p-8_M4q4FPYGsrNGfHZb5koSRfUpT9ctJRxSr6zkx74rqXss3Q8tTaKBR07TmzxsIy-bqSqfPKAF32k?key=QDm56cd0ocl0LzWblPEPDg||height="483" width="624"]]

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(% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:496px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6WYCjiQk8AKWMj2eyeoF5ViHJ0StPGpXbOg0VWLK1cJyr3DHuly0wB4NIO5vkSxc4BLzOwRWxO3rHBk4ZkNNzNSc5_15-0IkfClAOjPbI0Rb2EdeIJpxxB9Nqb4urVWWfKoz54g?key=QDm56cd0ocl0LzWblPEPDg||height="496" width="624"]]

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)A few notes on this screen:

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* (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Only the most recent form for a given EIN/year will show up for the payee in this list.

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** (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)For example, let’s say employee Kyle Hendrickson belongs to a company called “Aatrix Software” for EIN 11-222222. If the preparer for Aatrix Software files corrections a couple times, they’ll have three AFIDs: 10001, 10002, and 10003. In the list, only the W2 for AFID 10003 will show up. The PDFs for 10001 and 10002 will be under under the “Previous Forms” section.

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* (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)The page will timeout with inactivity and redirect the user to the login page. The current timeout is 15 minutes.

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* (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)The “View” and “Save” links are not guaranteed to work as described in the image. The website will (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//try //(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)to display the PDF in the browser when they click the “View” button and will (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//try //(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)to force a download with the “Save” button is clicked, but sometimes browsers will override this behavior. For example, on a mobile phone, the “View” link might actually open an external app (like a PDF viewer) instead of opening it a new tab in the browser.

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Beneath the list of forms, you’ll also see a list of notices. You should only see notices corresponding to the types of forms the user has available to them:

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(% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:267px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdiemsetQ2YKHDJLbeXL1Q1skyMsjYvGPqkS4df6HgTWZEFMJseo7ZCxtLw0V0wdS31H9-zSs2dXh0gNjVmwMfyNnvjeAUfcrkPnCmQroxgtyS6emXArhaY7fIiIg2ByCel5qM8?key=QDm56cd0ocl0LzWblPEPDg||height="267" width="624"]]

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(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Finally, if the user has multiple years worth of filings, you’ll see a block - like the one from a couple steps ago - for each previous year:

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(% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:461px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXde2mB_HU-NGqbHLzI4FpFPfIaAxY6InNnm5oAEgdxd4N7mARDAxsz4vZIPRXy6x3azVsJyAOXIbqd9EtJMyQYxeMUjU89gciUZkG5k3fH7PkZr6buezxGLbiRXGN1e49Y3m4EYCw?key=QDm56cd0ocl0LzWblPEPDg||height="461" width="624"]]

Wiki source code of Employee Online Access (Web)

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