Version 5.1 by Andrea L on 2025/01/24 03:28
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1 == **Electronic Access for W-2s** ==
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4 (% 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" %)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.**
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7 (% 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:229px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:334px" %)[[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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10 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, typically within one hour after filing.
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13 (% 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:226px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:334px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdpEIn1OCqVUi8MUFrrYF0ChxMzgsoow-hRXT646sEGbfzWSMd9CULuV2Zz1CMyi9hvbmYWKVVwv3x99_2vNdRwKGdISAw4CSZkp3qJntgPWe9D4HivkbbGcr9WhwJgE4upPjwGfA?key=AuCWBH-REZ_kUGW12TLIeidV||height="329" width="482"]]
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16 After you click **Electronic Access For W-2s**, you will see the employees/recipients list.
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18 * (% 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" %)Select individuals
19 * (% 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" %)Select only those who opted in (yellow)
20 * (% 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" %)Select those that didn’t opt-in (must include a valid email address)
21 ** (% 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" %)You can update/change email addresses from this screen.
22 *** (% 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" %)You must click “save changes” to update the informatio(%%)n.
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24 When you have made your selections, click Email Access Letters
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26 [[image:1737688316127-365.png]]
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28 You will see a message display once the emails have been successfully sent.
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31 == **Accessing Emails** ==
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33 (% style="line-height: 1.38;" %)
34 == (% 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" %)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.**(%%) ==
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37 (% 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:281px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:329px" %)[[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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41 (% 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:265px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:333px" %)[[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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44 (% style="line-height:1.38" %)
45 (% 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" %)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.
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48 (% 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:205px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:329px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXfyJVbsvP70t9I3AGPbbarRkzryJ8zQlC-XDMsTHSnryiov5whHAmwoCOzDlsfmmkJrxUpJKuZscxMNB791x6oQlDQnZIh0XFQ6vGupz1UEv34kyMiForQYdk7gcZ_rzmb1Qh4Hwg?key=AuCWBH-REZ_kUGW12TLIeidV||height="205" width="329"]]
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51 (% 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:254px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:321px" %)[[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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