Chapter 2: How to Login

Step 3: Click Login.

Step 4: Select your login option on the Sign In or Create a New Account.

Step 5: An authorized user must have their own login account to access the QI/WP/WT the system. Only one login account is needed per authorized user even if the authorized user is associated with one or more QI/WP/WT account(s). The login account cannot be shared with other users. If you do not have an existing login account, select an option under Create a New Account. Otherwise select an option under Sign In with an existing account .

IMPORTANT: Ensure that the primary email address recorded on your login account is identical to the email address recorded on your QI/WP/WT account(s), otherwise you will not be able to access those QI/WP/WT account(s) if there is a mismatch. Also do not specify a team or shared emailed address in the QI/WP/WT system, otherwise access to your QI/WP/WT account(s) will be removed. Refer to the QI/WP/WT System FAQs for instructions on how to maintain your login account’s email address including how to specify your login account’s primary email address and reset password.

Step 6: If prompted you must select one of the available multi-factor authentications (MFAs) to complete your login. Refer to the QI/WP/WT System FAQs for more information about MFAs. Continue with the remaining login pages until THIS U.S. GOVERNMENT SYSTEM IS FOR AUTHORIZED USE ONLY! Page is displayed.

Step 7: Click OK. Your login has been authenticated successfully and you may continue to the next section to access your QI/WP/WT account(s).

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Step 1: If you have not entered the QI/WP/WT system yet, follow the steps in Accessing the QI/WP/

so that it is identical to the user’s contact information (last name (family name)) as recorded on their QI/WP/WT account(s). Avoid mistakes by being consistent on whether to include the user’s middle name or maiden name or not for all their QI/WP/WT account(s), e.g., Martinez vs. Gonzalez Martinez. This last name (family name) must be the same on all the user’s QI/WP/WT account(s).

IMPORTANT: Any mismatch in the above contact information (email address, first name (given name), last name (family name)) will prevent the user from accessing their QI/WP/WT account(s) even after a successful login. This page will determine whether the user is authorized to access previously created QI/WP/WT account(s) on the next page. If your QI/WP/WT account has not yet been created by either you or one of your colleagues, then the QI/WP/WT account can be created on the next page, however you must pre-coordinate the creation of any QI/WP/WT account with your colleagues to avoid creating duplicate QI/WP/WT accounts and incorrectly recording your authorized users’ contact information.

Step 3: Click Next.

Step 4: On Select the QI, WP, or WT account, QI/WP/WT account(s) will be listed under Select the QI, WP, or WT account you need to access only if the user’s contact information (email address, first name (given name), last name (family name)) as recorded on those QI/WP/WT account(s) matches the user’s login account information depicted on the previous page. Select a QI/WP/WT account in the list to access its homepage.

Step 5: If the QI/WP/WT account you want to access is not in the list, select I want to access an account not listed above either to create the new QI/WP/WT account but only after you have precoordinated its creation with your colleagues so as to avoid creating duplicate QI/WP/WT accounts, or specify the Entity ID of a previously created QI/WP/WT account.

Step 6: If you have the Entity ID of the QI/WP/WT account that was previously created by you or one of your authorized users, select Existing account, input that Entity ID and click Next. You should see

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the Entity’s homepage if your contact information (email address, first name (given name), last name (family name)) on the Entity ID matches your login account.

Step 8: If you want to access another QI/WP/WT account without having to logout of the QI/WP/WT system, simply select switch account at the top-right of the page. Then continue with the earlier step for Select the QI, WP, or WT account.

IMPORTANT: If you want to create a new QI/WP/WT account, you must ensure that it has not been created yet by your other authorized users otherwise duplicate QI/WP/WT accounts will be created in error and you may get the ‘The system cannot process this EIN’ error when you attempt to create the duplicate QI/WP/WT account. To avoid creating duplicate QI/WP/WT accounts you must precoordinate their creation in the QI/WP/WT system by gathering the following information about the QI/ WP/WT account to be created:

Step 1: Determine the authorized users which are the responsible officer, contact person, and up to two optional powers of attorney who will have access to the QI/WP/WT account.

Step 2: Obtain contact information for the authorized users: exact spelling of last name (family name), exact spelling of first name (given name), business telephone number, business fax number, and business email address (must be unique to the individual. Do not use a team or shared email address for any individual otherwise access to the QI/WP/WT account will be removed).

IMPORTANT: Confirm the spelling of the user’s last name (family name), first name (given name), and email address entered by each individual when creating their own login account because the spelling must match what you will record as the user’s contact information on the QI/WP/WT account. Any mismatch will prevent the user from accessing the QI/WP/WT account. Review the System Requirements in the previous chapter for additional guidelines.

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Step 3: Gather entity information including:

• Legal name of entity

next step below.

Step 3: Select I want to access an account not listed above and select Create a new account to create the new QI/WP/WT account.

Step 4: Indicate your role from the drop-down list. Enter contact information for all users based on the information you gathered from Preparation to Create a new QI/WP/WT account, including if you are identifying one or more individuals with power of attorney. Identified individuals will be the only authorized users who can access the entity account. Do not use the entity’s name or email address as contact information for any users. A user’s contact information (particularly the user’s email address, first name (given name), last name (family name)) must be unique to that user and not shared with others. Do not specify a team or shared email address for any user, otherwise access to the entity account will be removed. If you want a third-party representative to complete your application or renewal, you must designate the representative as an individual with power of attorney and upload Form 2848 with your application or renewal.

IMPORTANT: In order for your authorized users to be granted access to the QI/WP/WT account, you must follow the instructions at Accessing QI/WP/WT account(s) after login to ensure that your authorized users’ contact information (email address, first name (given name), last name (family name)) is consistent throughout the QI/WP/WT system. Any mismatch in a user’s contact information will prevent the user from accessing the QI/WP/WT account.

Step 5: The system displays your entity ID. Be sure to record your entity ID and provide it to any authorized users. Your authorized users will need this Entity ID to gain access to this QI/WP/WT account.

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IMPORTANT: Your remaining authorized users do not need to create another QI/WP/WT account because they will use the Entity ID that you provide to them to gain access to the same QI/WP/WT account by following the instructions at Accessing QI/WP/WT account(s) after login.

therefore contact the responsible officer or contact person who created that QI/WP/WT account for the Entity ID and follow the instructions at Accessing QI/WP/WT account(s) after login to get access to that QI/WP/WT account.

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