How do I setup and manage an E-File Center account?

Setting up an existing E-file Center account

1. Click on the E-file Center menu.
2. Choose Account Setup.
3. When prompted about having an E-file Center account, click Yes.
4. Enter the User ID. 
5. Enter the password.
6. Click on Retrieve Account.

Setting up a new E-file Center account

1. Click on the E-file Center menu.
2. Choose Account Setup.
3. When prompted about having an E-file Center account, click No.
4. Enter a User ID.  A minimum of six characters is required for the User ID.
5. 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
6. Repeat the password. 
7. Enter an email address.  This email address is where all correspondences about submissions: status updates, rejections, and temporary passwords will be sent.
8. Complete the remainder of the fields.  All fields in bold text are required.
9. Click Send to activate account.

Retrieving an E-file Center account with a User ID and password

1. Click on the E-file Center menu.
2. Choose Account Setup.
3. When prompted about having an E=file Center account, choose Yes.
4. Enter the User ID.
5. Enter the password.
6. Click on Retrieve Account.

1. Click on the E-file Center menu.
2. Choose Account Setup.
3. When prompted about already having an account, choose Yes.
4. Enter the User ID.
5. Click on Forgot Password.  A temporary password will be sent to the email address associated with the account. 
6. Access the email tied to the E-file Center account and obtain the temporary password.
7. Enter the temporary password and click Retrieve account.
8. Click on the E-file Center menu.
9. Choose Change / Reset Password to update the password.
10. Enter the temporary password in the Old Password slot.
11. 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
12. Click Change Password to save changes. 

Changing the E-file Center account password

1. Click on the E-file Center menu.
2. Choose Change / Reset Password to update the password.
3. Click on the Forgot Password button.
4. Access the email address tied to the E-file Center account to retrieve the temporary password.
5. Enter the temporary password in the Old Password field.
6. 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
7. Re-enter the password in the Confirm New Password field.
8. Click Change Password to save changes.