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

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:KumilpS.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 ====== 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. ======
21 )))
22
23 * (((
24 (((
25 ====== You can either: ======
26 )))
27
28 * (((
29 ====== **(1) **Print individual lists of the employees' passwords, or; ======
30 )))
31 * **(2) **Send the employees' an email by adding their email address to the tool.
32 )))
33 * ​​​​​​​Select the checkbox by their name under the notification column and click the **Send Email** button to send the email.
34
35 ====== **B. Through the eFile Center Website:** ======
36
37 * (((
38 ====== ​​​​​​​Log on to [[https:~~/~~/efile.aatrix.com>>url:https://efile.aatrix.com/]] and go to the **Year-End Manager** Tab. ======
39 )))
40 * (((
41 ====== ​​​​​​​Follow the screens to select a **Company**, **Filing**, and **Filing Year**. ======
42 )))
43 * (((
44 ====== ​​​​​​​You will now see a list of the employees/recipients. ======
45 )))
46 * (((
47 ====== ​​​​​​​Select the employee/recipient you wish to look up the password for. ======
48 )))
49 * (((
50 ====== ​​​​​​​​​​​​​​Verify their SSN/ITIN. ======
51 )))
52
53 ====== Now you will be able to view their eW-2/e1099 password. ======
54
55 ----
56
57 == Related Pages: ==
58
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]] ===
61
62 ====== Learn about granting access within Gmail and Yahoo to send emails. ======
63
64
65 === [[eW-2/e1095/e1099 Troubleshooting>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Troubleshooting.WebHome]] ===
66
67 ====== Learn more about troubleshooting the eW-2's, e1095's, and e1099's process. ======
68
69
70 === [[eW-2/e1095/e1099 Consent Form>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Consent Form.WebHome]] ===
71
72 ====== Read more about the eW-2/e1095/e1099 Consent Form. ======
73
74
75 === [[eW-2/e1095/e1099 Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Process.WebHome]] ===
76
77 ====== Learn more about eW-2's, e1095's, and e1099's. ======
78
79
80 === [[Mail Merge>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Mail Merge.WebHome]] ===
81
82 ====== Learn about sending out eW-2's, e1095's, and e1099's with mail merge. ======