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How do I retrieve an E-file Center account?

Views: 1317 Created: 2016-07-27 15:29 Last Updated: 2018-08-02 09:54

SYMPTOM

How do I retrieve an E-file Center account?

RESOLUTION

Procedure 1 (Retrieving an E-file Center account with a User ID and password)

  1. Click on the E-file Center menu.
  2. Choose Account Setup.
  3. When prompted about having an E=file Center account, choose Yes.
  4. Enter the User ID.
  5. Enter the password.
  6. Click on Retrieve Account.

Procedure 2 (Checking prior version for User ID)

If you are unsure what the prior Yearli E-file Center UserID is:

  1. Open a prior version of Yearli.
  2. Click on the E-file Center menu.
  3. Choose Account Setup.
  4. Take note of the User ID.
  5. Proceed to Procedure 3.

Procedure 3 (Retrieving an E-file Center account with a User ID only)

  1. Click on the E-file Center menu.
  2. Choose Account Setup.
  3. When prompted about already having an account, choose Yes.
  4. Enter the User ID.
  5. Click on Forgot Password.  A temporary password will be sent to the email address associated with the account. 
  6. Access the email tied to the E-file Center account and obtain the temporary password.
  7. Enter the temporary password and click Retrieve account.
  8. Click on the E-file Center menu.
  9. Choose Change / Reset Password to update the password.
  10. Enter the temporary password in the Old Password slot.
  11. Enter the New Password.  In Yearli 2015 and newer, 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
  12. Click Change Password to save changes.


APPLIES TO

  • Current Version of Yearli