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Do I have an E-file Center account?

Views: 1003 Created: 2017-04-07 09:56 Last Updated: 2017-06-07 14:33

SYMPTOM

Do I have an E-file Center account?

RESOLUTION

In order to file forms electronically through Yearli, an E-file Center Account will need to be created. When first starting the e-file process each year, a prompt will appear to either retrieve a prior account, or to create a new account.

Procedure 1 (Forgotten Password)

If you have an existing E-file Center account from last year but cannot remember or have misplaced your password:

  1. Select E-file Center.
  2. Choose Account Setup.
  3. Answer Yes to the message.
  4. Enter your User ID from last year and then click the Generate New Password and a new password will be sent to the e-mail address on file with the E-file Center.

Note:  If you do not remember your User ID from last year you will have to create a new E-file Center Account.

You can access your prior year User ID by opening up the prior year Yearli software:

  1. Select E-file Center.
  2. Choose Account Setup.
  3. Locate User ID.
  4. Click Cancel.

APPLIES TO

  • Current version of Yearli