Version 7.1 by jackb on 2023/12/20 14:49
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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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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**. ======
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10 ====== Click on the radio button beside** eW-2/e1099 Password Lookup** located on the Dashboard. ======
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15 [[image:KumilpS.png||alt="Learn how to recover eW-2/e1099 passwords."]]
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18 * The **Password Lookup Tool** will display. Here you can search for specific employees or select the checkbox to display all employees.
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20 ====== 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. ======
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25 ====== You can either: ======
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29 ====== **(1) **Print individual lists of the employees' passwords, or; ======
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31 * **(2) **Send the employees' an email by adding their email address to the tool.
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33 * ​​​​​​​Select the checkbox by their name under the notification column and click the **Send Email** button to send the email.
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35 ====== **B. Through the eFile Center Website:** ======
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38 ====== ​​​​​​​Log on to [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]] and go to the **Year-End Manager** Tab. ======
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41 ====== ​​​​​​​Follow the screens to select a **Company**, **Filing**, and **Filing Year**. ======
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44 ====== ​​​​​​​You will now see a list of the employees/recipients. ======
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47 ====== ​​​​​​​Select the employee/recipient you wish to look up the password for. ======
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50 ====== ​​​​​​​​​​​​​​Verify their SSN/ITIN. ======
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53 ====== Now you will be able to view their eW-2/e1099 password. ======
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55 ----
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57 == Related Pages: ==
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60 === [[Less Secure Apps in Gmail and Yahoo>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Less Secure Apps in Gmail and Yahoo.WebHome]] ===
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62 ====== Learn about granting access within Gmail and Yahoo to send emails. ======
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65 === [[eW-2/e1095/e1099 Troubleshooting>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Troubleshooting.WebHome]] ===
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67 ====== Learn more about troubleshooting the eW-2's, e1095's, and e1099's process. ======
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70 === [[eW-2/e1095/e1099 Consent Form>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Consent Form.WebHome]] ===
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72 ====== Read more about the eW-2/e1095/e1099 Consent Form. ======
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74
75 === [[eW-2/e1095/e1099 Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Process.WebHome]] ===
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77 ====== Learn more about eW-2's, e1095's, and e1099's. ======
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79
80 === [[Mail Merge>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Mail Merge.WebHome]] ===
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82 ====== Learn about sending out eW-2's, e1095's, and e1099's with mail merge. ======