How do I send forms to recipients via email?

This process sends forms securely to recipients, based on the email address entered in the Recipient List. If recipients are not receiving their forms electronically, verify that the email address in the Recipient List is correct, and that the email is not being blocked by a junk or spam filter. 

Sending forms to recipients via email

  1. Click on the E-file Center menu.
  2. Choose Resend Online Retrieval Email.
  3. Select the payer to resend emails.
    • Find by Payer TIN:  Use the Find by field to search the selected payer TIN.
  4. Click Next.
  5. Select the order to be resent.
    • Find by Order No.:  Use the Find by field to locate the Order No. you want to resend.
    • Select / Deselect a Payer:  Click the check box in the list or double-click the row to select the payer(s). 
    • Select All / Deselect All: Use the Select All / Deselect All button to select / unselect all rows in the list.
  6. Click Next.
  7. Select the recipient(s) to include for retrieval.
    • Find by:  Use the Find by field to search the recipient TIN's you wish to process for.
    • Select / Deselect a Recipient:  Click the check box in the list to select the recipient(s). 
    • Select All: Use the Select All button to select all rows in the list.
  8. Click Send. 
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