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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 and click Send Email which will send you an email with a link where you will set up a password. 

 

 

 

 

Step 2

The password set up page will allow you to go to the sign in page where you will enter in your email address, last 4 digits of your tax id and your newly created password and then click the Log In button. 

 

 

 

  

Step 3 

Make your selection for either an electronic copy or if you prefer a paper copy and then click Modify. 

 

 

 

 

 

  

Step 3A

If you selected an electronic copy click the Proceed button. 

 

 

 

 

 

Step 3A (cont'd)

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

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 3B

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

 

 

 

 

 

 

 

Step 3B (cont'd)

If you choose to have your copies sent by paper click the Modify button in the the Step 2 page of the recipient screen. 

 

 

 

 

 

  

Step 3B (cont'd)

 

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

 

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. 

 

 

 

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