Wiki source code of eW-2/e1095/e1099 Password Lookup
Version 1.1 by christie w on 2023/01/29 23:44
Show last authors
author | version | line-number | content |
---|---|---|---|
1 | There are 2 ways to recover or look-up a password:** Through the Preparer** or the **eFile Center Website** | ||
2 | |||
3 | **A.** **Through the Preparer:** | ||
4 | |||
5 | * | ||
6 | ** To start the eW-2/e1099 process, access the **History** or existing forms in the payroll software. Once the **History** is open, select the W-2/W-3 or 1099 Record copy of the filing. Select the report, and then click **Edit**. The next screen is called the **Dashboard**. | ||
7 | |||
8 | * | ||
9 | ** Click on the radio button beside** eW-2/e1099 Password Lookup** located on the Dashboard. | ||
10 | |||
11 | |||
12 | [[image:https://www.aatrix.com/files/5114/4294/8701/eW2-e1099_Password_Lookup_01_-_New.png||alt="Learn how to recover eW-2/e1099 passwords."]] | ||
13 | |||
14 | |||
15 | * | ||
16 | ** The **Password Lookup Tool** will display. Here you can search for specific employees or select the checkbox to display all employees. | ||
17 | \\The list will have the employee's social security number, last name, first name, email address (if previously entered when processing the W2s), and the eW-2/e1099 password. | ||
18 | |||
19 | * | ||
20 | ** You can either: | ||
21 | |||
22 | * | ||
23 | ** | ||
24 | *** **(1) **Print individual lists of the employees' passwords, or; | ||
25 | |||
26 | * | ||
27 | ** | ||
28 | *** **(2) **Send the employees' an email by adding their email address to the tool. | ||
29 | |||
30 | * | ||
31 | ** | ||
32 | *** | ||
33 | **** Select the checkbox by their name under the notification column and click the **Send Email** button to send the email. | ||
34 | |||
35 | |||
36 | **B. Through the eFile Center Website:** | ||
37 | |||
38 | * | ||
39 | ** Log on to [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]] and go to the **Year-End Manager** Tab. | ||
40 | |||
41 | * | ||
42 | ** Follow the screens to select a **Company**, **Filing**, and **Filing Year**. | ||
43 | |||
44 | * | ||
45 | ** You will now see a list of the employees/recipients. | ||
46 | |||
47 | * | ||
48 | ** Select the employee/recipient you wish to look up the password for. | ||
49 | |||
50 | * | ||
51 | ** Verify their SSN/ITIN. | ||
52 | |||
53 | |||
54 | Now you will be able to view their eW-2/e1099 password. |