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What is online retrieval?

Views: 2977 Created: 2014-07-10 14:15 Last Updated: 2018-09-17 11:10

SYMPTOM

What is the online retrieval service?

SOLUTION

Online Retrieval is a service offered by Yearli that allows the recipient to log into a secure website to obtain a copy of their W-2, 1099, or 1095 form.  This feature is available when a filing service that includes Recipient Print & Mail is selected.

You can enter the email address of the recipient on the form data entry screen.  The Online Retrieval service is optional; this allows you to enter as many or as few email addresses as you wish.

What will your recipient experience? Shortly after the forms have been submitted, your recipient(s) will receive an email with the subject line of "IMPORTANT TAX RETURN DOCUMENT AVAILABLE".  The body of the email will explain that you, the payer, have created a form for that recipient.  A link will be available for the recipient to click and they will be prompted to enter the last four digits of their SSN/TIN in order to access their specific wage form.  The recipient will be able to print or save valid copies of their form immediately.

VIDEOS

To watch a video on how online retrieval works, please click here.

APPLIES TO

  • Yearli Core
  • Yearli Performance