Version 3.1 by Peytience S on 2023/05/02 18:47
Show last authors
1 ====== There are 2 ways to recover or look-up a password:** Through the Preparer** or the **eFile Center Website** ======
2
3
4 ====== **A.** **Through the Preparer:** ======
5
6 * (((
7 ====== 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**. ======
8 )))
9 * (((
10 ====== ​​​​​​​Click on the radio button beside** eW-2/e1099 Password Lookup** located on the Dashboard. ======
11
12
13 )))
14
15 [[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."]]
16
17
18 * The **Password Lookup Tool** will display. Here you can search for specific employees or select the checkbox to display all employees.
19
20 ** (((
21 ====== 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. ======
22 )))
23
24 * (((
25 (((
26 ====== ​​​​​​​You can either: ======
27 )))
28
29 * (((
30 ====== ​​​​​​​​​​​​​​**(1) **Print individual lists of the employees' passwords, or; ======
31 )))
32 * **(2) **Send the employees' an email by adding their email address to the tool.
33 )))
34 * ​​​​​​​Select the checkbox by their name under the notification column and click the **Send Email** button to send the email.
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. ======