How to enable Online Access for employees/recipients?
1.9k views | Last modified 5/26/2020 12:57:05 PM EST

Applicable To
94X 1099 W-2 ACA W-4

As part of the filing flow, enable the Online Access option for your employees/recipients to allow access to their W2/1099 copies through a secure portal. The key point to note is that by enabling this option, your employees/recipients will have online access to all their forms made available to them.    

You can enable online access from multiple touchpoints as part of the filing flow:

Touchpoint 1: When you add the employer- here you enable the online access at an employer level. 

Touchpoint 2: When you add the employee details- here you enable the online access at an employee level.

Touchpoint 3: Enable online access from the Dashboard.

For instructions on how to enable online access for employees, click here.

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