e1099 Password Lookup

Last modified by Derek K on 2024/02/07 22:29

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2.1	1	====== There are 2 ways to recover or look-up a password: Through the Preparer or the eFile Center Website ======
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2.1	4	====== A. Through the Preparer: ======
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3.1	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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4.1	10	====== Click on the radio button beside eW-2/e1099 Password Lookup located on the Dashboard. ======
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7.1	15	[[image:KumilpS.png\|\|alt="Learn how to recover eW-2/e1099 passwords."]]
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3.1	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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3.1	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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5.1	25	====== You can either: ======
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7.1	29	====== (1) Print individual lists of the employees' passwords, or; ======
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3.1	31	* (2) Send the employees' an email by adding their email address to the tool.
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3.1	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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3.1	35	====== B. Through the eFile Center Website: ======
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3.1	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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3.1	41	====== Follow the screens to select a Company, Filing, and Filing Year. ======
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3.1	44	====== You will now see a list of the employees/recipients. ======
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3.1	47	====== Select the employee/recipient you wish to look up the password for. ======
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3.1	50	====== Verify their SSN/ITIN. ======
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2.1	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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	59
	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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6.1	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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6.1	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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6.1	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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6.1	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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6.1	82	====== Learn about sending out eW-2's, e1095's, and e1099's with mail merge. ======