Electronic Access for W-2s
After completing a W2 or 1099 MISC/NEC Filing, the employer/payee will see the Electronic Access for W-2s. Please note that this option will be greyed out until the Filing has fully completed processing; it will NOT be available immediately after filing.
You can access this Dashboard through your software History. Once the filing has completed processing, the Electronic Access For W-2s button will become available.
After you click Electronic Access For W-2s, you will see the employees/recipients list.
- Select individuals
- Select only those who opted in (yellow)
- Select those that didn’t opt-in (must include a valid email address)
- You can update/change email addresses from this screen.
- You must click “save changes” to update the information.
- You can update/change email addresses from this screen.
When you have made your selections, click Email Access Letters
You will see a message display once the emails have been successfully sent.
Accessing Emails
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". Please note that the Employee will register at this link with their email as their username and their SSN/TIN as their password.
After signing in, the employee/recipient will receive another email with an access code. 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.
