Access eFiling help

1. In the W2/1099 Preparer grid, select Help, Preparer Help.
2. Select the Search tab.
3. Search for Electronic W-2s (eW-2).

Email W-2 access letters

1. Start the Online W-2 Wizard, also known as the eW-2 Wizard or eW-2 Password Look Up Tool.
2. Select the employees who need access letters.
   • The system marks employees highlighted in yellow as eW-2 only.
   • Select Select all eW-2 employees to choose all eW-2 employees.
   • Update employee email addresses if needed.
3. Select Email Access Letter.
4. Enter the email address that will send the emails.
5. Select Next.
6. If a previous email configuration exists:
   • Select No, I'm not sure if my previous settings are still valid to reconfigure settings.
   • Select Yes, use my previous settings to reuse existing settings.
   • Select OK.
7. If you selected No, enter updated email account settings.
8. Select Next.
   • If the email doesn't send successfully, select Cancel and configure the account manually.
9. Enter the correct outgoing mail server information.
10. If your server requires authentication:
    • Select Use secure password authentication (TLS/SSL).
    • Enter the correct user name and password.
11. Select Next.

Record employee electronic W-2 consent

Mark an employee as electronic W-2 only

1. Open Payroll, Main, Employee Maintenance.
2. Select the employee from the Employee No lookup.
3. Select the Wages tab.
4. Select Tax Status.
5. Select W-2 Electronic Consent Signed.
6. Select OK.
7. Select Accept.