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How do I retrieve an E-file Center account?
Views: 1733 Created: 2016-07-27 15:29 Last Updated: 2018-08-02 09:54 |
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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) - Click on the E-file Center menu.
- Choose Account Setup.
- When prompted about having an E=file Center account, choose Yes.
- Enter the User ID.
- Enter the password.
- 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:
- Open a prior version of Yearli.
- Click on the E-file Center menu.
- Choose Account Setup.
- Take note of the User ID.
- Proceed to Procedure 3.
Procedure 3 (Retrieving an E-file Center account with a User ID only) - Click on the E-file Center menu.
- Choose Account Setup.
- When prompted about already having an account, choose Yes.
- Enter the User ID.
- Click on Forgot Password. A temporary password will be sent to the email address associated with the account.
- Access the email tied to the E-file Center account and obtain the temporary password.
- Enter the temporary password and click Retrieve account.
- Click on the E-file Center menu.
- Choose Change / Reset Password to update the password.
- Enter the temporary password in the Old Password slot.
- 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
- Click Change Password to save changes.
APPLIES TO - Current Version of Yearli
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