[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-302372-105":53,"doc-detail-302372-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","assisting-employees-in-the-tax-form-management-portal","Assisting Employees in the Tax Form Management Portal","","Guide employees through the Tax Form Management Portal with step-by-step instructions for locating employee profiles, verifying login status, unlocking accounts when locked, and assisting authentication using a One-Time Passcode (OTP). It explains how to search using last name, first name, or Employee ID/SSN, retrieve employee details from the dashboard, and access tax forms via the Employee Search or profile view options. It also notes role-based access and directs users to technical support and training resources.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/assisting-employees-in-the-tax-form-management-portal/302372/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/assisting-employees-in-the-tax-form-management-portal/302372.png","ImageObject",442,249,{"name":88,"@type":89},"Blaney","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do I search for an employee in the portal?","Question",{"text":108,"@type":109},"Use the Employee Search tab and enter at least one of the employee’s last name, first name, or Employee ID/SSN, then click the employee’s name to open the profile.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should I do if an employee’s account is locked?",{"text":113,"@type":109},"In the Login Status column, verify whether the account is locked, then click Login Status to change it from locked to unlocked so the employee can log in.",{"name":115,"@type":106,"acceptedAnswer":116},"How can I help an employee who needs an OTP to log in?",{"text":117,"@type":109},"Click Employee Login Assistance, enter the updated phone number and/or email provided by the employee, save the contact information, and instruct the employee to attempt login again and choose their preferred OTP delivery method.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302372,1790181370,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},1236954677761,"https://us-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Assisting Employees in the Tax Form Management Portal  \nPurpose/Summary  \nThis article explains how to search for employees, help employees log in, and view tax forms inside the Employee Search tab within the Tax Form Management Portal.  \nNote: The reports shown may vary depending on your configurations and level of access.  \nSearching for an Employee  \n1. To view an Employee Profile, log in [to](to www. mytaxform.com)[ www. mytaxform.com](to www. mytaxform.com).  \n2. Click the Employee Search tab.  \n3. Search for the employee you need to locate.  \nNote: At least one of the following is required: employee last name, employee fi rst name, or Employee ID number/SSN (located in the drop-down menu) .  \n4. Click on the employee’s name to open the individual employee’s profile. A dashboard will then appear with all the employee’s general information which includes their name, address, email, and phone number.  \nHelping an Employee Log into Tax Form Management  \nOnce inside the Employee Profile dashboard, do the following:  \n1. From the Login Status column, verify if the account is locked. If the account is locked, the account must be unlocked in order for the employee to successfully log in.  \n2. Click Login Status to change the status from locked to unlocked.  \nNote: While most employees should be able to authenticate via a One-Time Passcode (OTP) with little issue, others may have more difficulty with the verification process due to a variety of factors.  \nCopyright © 2026, Equifax Inc., Atlanta, Georgia. All rights reserved. Equifax and the Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are the property of their respective owners.  \nIf an employee needs assistance with the One-Time Passcode (OTP), take the following actions:  \n1. Click on Employee Login Assistance in the upper left corner. Enter an employee-provided, updated phone number and/or email address in order for the employee to receive an OTP for authentication purposes.  \n2. After entering the Employee Contact Information, click Save.  \n3. Instruct the employee to attempt to log in again. In order to complete the process, when prompted, the employee should select their preferred method for receiving the OTP.  \nNote: If the employee has forgotten their ID ( U ID), please provide it.  \nViewing Tax Forms  \nTo view an employee’s tax form, return to the Employee Search dashboard, and take the following actions:  \n1. Either locate the employee (instructions located above) or, if already in their profile, click Back on top of the Employee Profile screen.  \n2. From the dashboard, select the employee by clicking on the Employee Name or radio button located next to the name.  \nNotes  \nThe radio button allows quick actions such as: Download Tax Form, View Tax Form, and Correct Tax Form. You can do these same actions by clicking into the Employee Profile.  \nThe options displayed under the radio button are role-driven and not all web Managers will have access to the complete list of actions.  \nNeed Technical Support?  \nContact ACA Product Support Monday-Friday 8 a. m. -8 p. m. EST at: [customersupport@equifax.com](customersupport@equifax.com)  \n[and/or 888.833.3596.](and/or 888.833.3596.)  \nMore Training Available!  \nCheck out additional training resources available on our site, Connections.  \nThe information provided is intended as general guidance and is not intended to convey any tax, benefits, or legal advice. For information pertaining to your company and its specific facts and needs, please consult your own tax advisor or legal counsel.","cbCaia5css2vMCSq","https://ap.wps.com/l/cbCaia5css2vMCSq","pdf",796790,"English","# Purpose/Summary\n# Searching for an Employee\n# Helping an Employee Log into Tax Form Management\n# Viewing Tax Forms\n# Need Technical Support?\n# More Training Available!","[{\"question\":\"How do I search for an employee in the portal?\",\"answer\":\"Use the Employee Search tab and enter at least one of the employee’s last name, first name, or Employee ID/SSN, then click the employee’s name to open the profile.\"},{\"question\":\"What should I do if an employee’s account is locked?\",\"answer\":\"In the Login Status column, verify whether the account is locked, then click Login Status to change it from locked to unlocked so the employee can log in.\"},{\"question\":\"How can I help an employee who needs an OTP to log in?\",\"answer\":\"Click Employee Login Assistance, enter the updated phone number and/or email provided by the employee, save the contact information, and instruct the employee to attempt login again and choose their preferred OTP delivery method.\"}]","Assisting Employees in the Tax Form Management Portal | PDF",1789792327]