Pilot users will need to create a new Username and password for the new portal. You can create this on your own using the links on the new portal sign in page. We will send a detailed, step-by-step process guide via email prior to the Pilot launch.
To create a new Username, you will need your current portal User ID, all of the Tax IDs that the User ID has access to, and your current security question and answer or PIN.
Going forward, each portal account must have an email address that is unique to it. You may no longer share email addresses across different users.
You will use this email when you set up your password for the first time. You will also need your email if you ever need to retrieve/reset your password and Username in the future.
For additional support, a dedicated call center offers support over Webex channels. Details about these support channels will be shared closer to the Pilot launch.