NOTE: Recipients/Payees will have a few days after we send the e-mail to OPT-IN to receive copy of the Tax Form E-Delivered. If you do not OPT-IN within a few days then the recipient Tax Form copy will be printed and mailed.
The only exception would be when it is close to the deadline in which the forms must be printed and mailed before the deadline. In this case we will send out the paper copy even if the recipient/payee OPT-IN or Not. Once you OPT-IN you will not be able to make change back to paper copy.
Recipient/Payee Log In and E-Delivery:
Recipient/Payee will receive E-Mail from us to log in and select either downloadable copy or mailed Paper Copy. Recipient/Payee will have to go through a verification process by entering in their E-Mail and Last 4 of Tax ID, in order to create a Password. Next you will then Log into Portal and download a copy of Tax Form as needed. If unable to Log In Recipient/Payee will need to contact Payer to get their Tax Form(s) sent to them.
Common Log In issues:
- Entering TIN that does not match then what Payer Saved.
- Entering alternate E-Mail then the one one used to receive the initial view your forms E-Mail.
We are not able to send PDF Copies by email per request. You will need to go through this registration process for E-Delivery. If you are not able to complete this process then please await to receive Mailed Copy. If you require a Copy immediately please contact Payer directly.
If experiencing any difficulty with Adobe Reader Acrobat Software we recommend to contact your IT Admin and/or Dept for assistance.
(See attached guide - All Images contain fictitious data - Test Purposes Only)