Wiki source code of eW-2/e1095/e1099 Password Lookup
Version 2.1 by christie w on 2023/03/02 15:34
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1 | ====== There are 2 ways to recover or look-up a password:** Through the Preparer** or the **eFile Center Website** ====== | ||
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4 | ====== **A.** **Through the Preparer:** ====== | ||
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6 | * ((( | ||
7 | ====== ====== | ||
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9 | * | ||
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11 | ====== 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**. ====== | ||
12 | ))) | ||
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14 | * ((( | ||
15 | ====== ====== | ||
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17 | * | ||
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19 | ====== Click on the radio button beside** eW-2/e1099 Password Lookup** located on the Dashboard. ====== | ||
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21 | * | ||
22 | ))) | ||
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24 | [[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."]] | ||
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27 | * | ||
28 | ** ((( | ||
29 | ====== The **Password Lookup Tool** will display. Here you can search for specific employees or select the checkbox to display all employees. | ||
30 | \\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. ====== | ||
31 | ))) | ||
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33 | * ((( | ||
34 | ====== ====== | ||
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36 | * | ||
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38 | ====== You can either: ====== | ||
39 | ))) | ||
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42 | ====== ====== | ||
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44 | * | ||
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46 | ====== ====== | ||
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48 | ====== **(1) **Print individual lists of the employees' passwords, or; ====== | ||
49 | ))) | ||
50 | * | ||
51 | ** ((( | ||
52 | ====== **(2) **Send the employees' an email by adding their email address to the tool. ====== | ||
53 | ))) | ||
54 | * | ||
55 | ** ((( | ||
56 | ====== ====== | ||
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58 | * | ||
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60 | ====== Select the checkbox by their name under the notification column and click the **Send Email** button to send the email. ====== | ||
61 | ))) | ||
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64 | ====== **B. Through the eFile Center Website:** ====== | ||
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66 | * ((( | ||
67 | ====== ====== | ||
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69 | * | ||
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71 | ====== Log on to [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]] and go to the **Year-End Manager** Tab. ====== | ||
72 | ))) | ||
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74 | * ((( | ||
75 | ====== ====== | ||
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77 | * | ||
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79 | ====== Follow the screens to select a **Company**, **Filing**, and **Filing Year**. ====== | ||
80 | ))) | ||
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82 | * ((( | ||
83 | ====== ====== | ||
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85 | * | ||
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87 | ====== You will now see a list of the employees/recipients. ====== | ||
88 | ))) | ||
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90 | * ((( | ||
91 | ====== ====== | ||
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93 | * | ||
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95 | ====== Select the employee/recipient you wish to look up the password for. ====== | ||
96 | ))) | ||
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98 | * ((( | ||
99 | ====== ====== | ||
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101 | * | ||
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103 | ====== Verify their SSN/ITIN. ====== | ||
104 | ))) | ||
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106 | ====== Now you will be able to view their eW-2/e1099 password. ====== |