Setting up an existing E-file Center account
- Click on the E-file Center menu.
- Choose Account Setup.
- When prompted about having an E-file Center account, click Yes.
- Enter the User ID.
- Enter the password.
- Click on Retrieve Account.
Setting up a new E-file Center account
- Click on the E-file Center menu.
- Choose Account Setup.
- When prompted about having an E-file Center account, click No.
- Enter a User ID. A minimum of six characters is required for the User ID.
- Enter a password. The password must meet the following requirements:
- At least 1 uppercase character (A-Z)
- At least 1 lowercase character (a-z)
- At least 1 digit (0-9)
- At least 10 characters
- At most 128 characters
- Repeat the password.
- Enter an email address. This email address is where all correspondences about submissions: status updates, rejections, and temporary passwords will be sent.
- Complete the remainder of the fields. All fields in bold text are required.
- Click Send to activate account.
Retrieving an E-file Center account with a User ID and password
- Click on the E-file Center menu.
- Choose Account Setup.
- When prompted about having an E=file Center account, choose Yes.
- Enter the User ID.
- Enter the password.
- Click on Retrieve Account.
Checking prior version for User ID
If you are unsure what the prior Yearli E-file Center UserID is:
- Open a prior version of Yearli.
- Click on the E-file Center menu.
- Choose Account Setup.
- Take note of the User ID.
- Proceed to Procedure 3.
Retrieving an E-file Center account with a User ID only
- Click on the E-file Center menu.
- Choose Account Setup.
- When prompted about already having an account, choose Yes.
- Enter the User ID.
- Click on Forgot Password. A temporary password will be sent to the email address associated with the account.
- Access the email tied to the E-file Center account and obtain the temporary password.
- Enter the temporary password and click Retrieve account.
- Click on the E-file Center menu.
- Choose Change / Reset Password to update the password.
- Enter the temporary password in the Old Password slot.
- Enter the New Password. The password must meet the following requirements:
- At least 1 uppercase character (A-Z)
- At least 1 lowercase character (a-z)
- At least 1 digit (0-9)
- At least 10 characters
- At most 128 characters
- Click Change Password to save changes.
Changing the E-file Center account password
- Click on the E-file Center menu.
- Choose Change / Reset Password to update the password.
- Click on the Forgot Password button.
- Access the email address tied to the E-file Center account to retrieve the temporary password.
- Enter the temporary password in the Old Password field.
- Enter New Password. The password must meet the following requirements:
- At least 1 uppercase character (A-Z)
- At least 1 lowercase character (a-z)
- At least 1 digit (0-9)
- At least 10 characters
- At most 128 characters
- Re-enter the password in the Confirm New Password field.
- Click Change Password to save changes.