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How do I setup an E-file Center account?

Views: 8763 Created: 2016-07-27 14:26 Last Updated: 2018-07-06 15:15

SYMPTOM

How do I setup an E-file Center account?

RESOLUTION

Procedure 1 (Setting up an existing E-file Center account)

  1. Click on the E-file Center menu.
  2. Choose Account Setup.
  3. When prompted about having an E-file Center account, click Yes.
  4. Enter the User ID.  If you do not recall the User ID see the Do I have an E-file Center account? article.
  5. Enter the password.  If you do not know the password see Procedure 2 in the How do I retrieve an E-file Center account? article.
  6. Click on Retrieve Account.

Procedure 1 (Setting up an E-file Center account)

  1. Click on the E-file Center menu.
  2. Choose Account Setup.
  3. When prompted about having an E-file Center account, click No.
  4. Enter a User ID.  A minimum of six characters is required for the User ID.
  5. Enter a password.  The password must meet the following requirements:
    • At least 1 uppercase character (A-Z)
    • At least 1 lowercase character (a-z)
    • At least 1 digit (0-9)
    • At least 10 characters
    • At  most 128 characters
  6. Repeat the password.
  7. Enter an email address.  This email address is where all correspondences about submissions: status updates, rejections, and temporary passwords will be sent.
  8. Complete the remainder of the fields.  All fields in bold text are required.
  9. Click Send to activate account.

APPLIES TO

  • Current version of Yearli 

HB243