How to Log In as a Recipient and View Forms

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

Step 1

Recipient clicks the link 'Get Your Copy' in their filing confirmation email

Enter your email address (recipient email) and the last 4 of your social or EIN number.

Click Submit.

Step 2

Agree to receive your tax statements electronically or modify to receive a paper copy.

If choosing electronic copy, continue to Step 3A, if choosing paper move on to Step 3B.

 

Step 3A 

If you chose to receive your copies electronically, then click Proceed button to continue.

 

Step 3A (cont’d)

Select the form type (if you have various tax forms you re receiving) then click the copy you wish to print or instructions.

Note:  you MUST have adobe to view and/or print your tax forms.

If you don't have Adobe, you can download it for free by clicking here.

Step 3A (cont'd)

Once you click the copy  you wish to print (or the instructions) a PDF will open and display  your form.

Step 3B

If you choose to have your copies sent by paper click the Modify button.

Step 3B (cont'd)

Select "I want a paper copy of my statement" then click Submit.

Step 3B (cont'd)

Confirm the following message is displayed.

'Your choice has been saved.  You will receive a paper statement.  An email confirmation has been sent to you as well.'

Click Close Window.