FOCUS FACT SHEET. E-procedures. Creating a Subscriber account WITHOUT a Certificate ( & password access)

Transcription

1 FOCUS FACT SHEET E-procedures Creating a Subscriber account WITHOUT a Certificate ( & password access) Latest update: July /10

2 Contents 1. Presentation Purpose of the fact sheet Who is this procedure for? Scope of the procedure Steps to follow Prerequisite Pre-registration on 3. If you clicked on OK, you will then access activation via the three following screens on 4. If you clicked on the activation link, you will directly access the activation screen (without going through the three preceding screens) Saving relevant information of your subscriber account without a certificate Troubleshooting during the procedure /10

3 1. Presentation 1.1. Purpose of the fact sheet Services are available to professional users who would like to use the tax administration s e- procedures. Users may do their procedures either directly online (EFI, Electronic Form Interchange, transmission mode) or through a partner who transmits the files to the tax administration (EDI, Electronic Data Interchange, transmission mode). Users who would like to use our Internet services (EFI mode) must first set up a subscriber account. They may opt for a subscriber account with a digital certificate 1 (access requiring a certificate), or without (access requiring an address and password). This document presents the sequence of screens for the procedure to create a subscriber account without a certificate Who is this procedure for? The procedure is for professional users who do not have a subscriber account and who would like to create one where access requires an address and password. If you have a subscriber account where access requires a certificate, do not create a new account: you must use the procedure for switching from a certificate account to a non-certificate account. For more details, see fact sheet 2 Passer de l accès avec certificat numérique à l accès avec adresse électronique et mot de passe [Switching from digital certificate access to & password access] Scope of the procedure For each user involved in the management of a business, creating a subscriber account is a pre-requisite to registration for online services and to the appointment of corporate representatives. If you are a management firm, or if you are handling tax procedures for several businesses, you may create only one subscriber account. You can manage all the businesses in your client portfolio from this one account. Regardless of the access mode you have chosen for the subscriber account (i.e. with or without certificate), the e-procedures in the subscriber account are available under the exact same conditions. You may use any address and password you like. However, one address may only be linked to one subscriber account without a certificate. Let s take the example of one or several subscriber accounts with a certificate, all using the targeted address (for instance, at firms where each associate has his or her own subscriber account but where there is only one address for the firm; you have just joined the firm and have to create your own subscriber account). In this case, you will 1 See Focus fact sheet Créer un espace abonné avec certificat [Creating a subscriber account with a certificate] available on impots.gouv.fr / Professionnels / En savoir plus sur l espace abonné [professionals/ more information on subscriber accounts]. 2 See fact sheets Opter pour l accès sans certificat HORS espace abonné / DANS l espace abonné [choosing access without a certificate OUTSIDE a subscriber account / WITHIN a subscriber account] available at impots.gouv.fr / Professionnels / En savoir plus sur l espace abonné 3/10

4 have to choose a different address as the login for your subscriber account without a certificate. Once you have completed this procedure, your no-certificate subscriber account will not have files or services. 1.4 Steps to follow This is a three-step procedure: - Pre-registration: you choose your identifiers ( address and password) and fill out the form with the information required to create your subscriber account Once you ve completed this step, the system will immediately you an activation code: you must activate your code within the set time limit, for effective subscriber account creation. - Account activation: activate your account by keying in the activation code that you were ed after Step 1. Once you ve completed this step, your subscriber account is created and immediately operational. - Save and/or print relevant subscriber account information 1.5. Prerequisite You must have a valid address. 2. Pre-registration on Click on Professionnels Choose either one Click on Créez votre espace abonné [Create your subscriber account] Under the Création d espace abonné sans certificat [Creating a subscriber account without a certificate] heading, 1ère partie [first part], click on Créer votre espace abonné sans certificat [Create your subscriber account without a certificate] The first screen lists the four steps required for creating a subscriber account without a certificate. This is where you begin the procedure: Check the box Je reconnais avoir pris connaissance des conditions générales et les accepte sans restriction [I hereby agree to and accept the general terms and conditions] 4/10

5 Now click on Valider [Agree] Now you must choose an address and a password. Reminder: an address can only be linked to one single no-certificate subscriber account. Useful tip: Write down your password. For security purposes, it is encrypted before storage. If you forget your password, the tax administration will not be able to send it to you. Type in your address and password and then click Valider [OK]. Please note: to minimize the risk of typing mistakes, you must enter your and password twice. This data is a prerequisite to accessing your future no-certificate subscriber account. The address must be a valid one, and cannot exceed 100 characters. The password must include both numbers and letters, without spaces or accented characters; it must have at least 8 and no more than 20 characters. If you try to create an account without a certificate using an address that is already linked to an account with a certificate, creation will be blocked (see next page). If you try to create an account without a certificate with an address that is already linked to an account with a certificate, the creation will be blocked: If you try to create an account when you already have an account with a certificate, you may directly access the option of switching from your account with a certificate to an account without a certificate. The switchover is the only way to ensure that your subscriber account will stay the same, with all your files and online services. If you are the only person with an account with a certificate and using this address, click on Optez pour l accès sans certificat [choose the access without a certificate] and you may keep your usual address. 5/10

6 If you are not the only person owning an account with a certificate and using this address, you can click on Optez pour l accès sans certificat but you will have to choose another address. For more details, see the fact sheet 3 Passer de l accès avec certificate numérique à l accès avec adresse électronique et mot de passe [Switching from a digital certificate access to an & password access]: the new account without a certificate will have all your files and online services. If you have never had a subscriber account until now, you may continue creating an account without a certificate, but you must use another address. Please note: the account without a certificate that you have just created will not contain any previous files or online services. Reminder: an address is the sole identifier for a subscriber account without a certificate. This means that you cannot have two no-subscriber accounts with the same address. Let s take a firm with several associates, where each associate has a subscriber account with a certificate, using the same address: o Only one associate may opt for an access without a certificate and keep the firm s address. The others have to replace the address with another address when they check the option for an access without a certificate. o Any new associate wanting to create an account without a certificate will have to use a different address than the one used by the other associates. You must enter the requisite information for creating your account: the fields with an * are mandatory. More details can be found on the following pages. Close-up on the top part of the registration form: Complete the relevant particulars about you and your business. Your Business: Please enter your business s SIREN number. Providing the SIREN number does not mean that you have taken out a registration 4 online services on behalf of your company. for 3 See fact sheets Opter pour l accès sans certificat HORS espace abonné / DANS l espace abonné [choosing an access without a certificate OUTSIDE a subscriber account / WITHIN a subscriber account] available at impots.gouv.fr / Professionnels / En savoir plus sur l espace abonné 4 See fact sheet Demander une adhésion aux services en ligne [Requesting online service member registration] available at impots.gouv.fr / Professionnels / En savoir plus sur l espace abonné 6/10

7 The address is the one you provided on the previous page. It cannot be changed at this stage: however, if you do want to change it, click on Etape précédente [previous step] on the bottom left hand side of the form: Close-up on the lower part of the registration form: Enter your phone number and address. Choose the secret question required for creating an account without a certificate and enter the appropriate answer. What is your nickname? is the first default question on the list. You may change the question by scrolling down and clicking on the question of your choice: Carefully choose your secret question & answer. You will be asked to answer it during special operations involving your subscriber account (i.e. forgotten password). Click on Valider [OK] once you have filled out all the mandatory fields with the requisite information. A page with your information comes up. You may either return to the previous step and change your information, or confirm your registration. Click on Confirmer [Confirm] The system will now tell you that an with an activation code has been set to the that you chose as your login. Theoretically, the is sent out immediately. However, your administrator may delay message delivery. To complete the procedure for the creation of an account without a certificate, you have to activate your subscriber account with the ed code. To do so: 7/10

8 - Either you have already recovered the activation code in your mailbox: o If so, click directly on the link Activez votre espace abonné sans certificat [Activate your subscriber account without a certificate] - Or you have not recovered the activation code in your mailbox: o If so, write down the route found on the screen and activate your subscriber account without a certificate later, but no later than 48 hours, and click on OK. Reminder of the activation route: then Professionnels, then Créez votre espace abonné then Création d espace abonné sans certificat / 2ème partie then Activez votre espace abonné sans certificat You must activate your account within 48 hours. After that, the activation code you were ed becomes non-operational and you will have to start again and get a new activation code. Attention: During the 48-hour time limit, you cannot ask for another activation code with the same address. Below you will find an example of an message with an activation code sent to the address that you chose as your login. The time limit for account activation can also be found in the message. End of Step 1: you are pre-registered: your subscriber account with & password access is pending activation. You must now activate your account (Step 2) within 48 hours for effective subscriber account creation. Remark: your subscriber account does not exist until creation has been activated. 8/10

9 3. If you clicked on OK, you will then access activation via the three following screens on Click on Professionnels Choose either one Click on Créez votre espace abonné [Create your subscriber account] Under the Création d espace abonné sans certificat [Creating a subscriber account without a certificate], 2ème partie [second part], click on Activez votre espace abonné sans certificat [Activate your subscriber account without a certificate]. 4. If you clicked on the activation link, you will directly access the activation screen (without going through the three preceding screens) You ll now see the screen where you can provide the information required to activate your account: Enter the address you chose as the login for your subscriber account without a certificate Enter the activation code you were ed. This is not your password, but the code you were ed. Click on Valider [OK] If you are blocked on the above page after you ve clicked on Valider, the creation of your subscriber account has failed. Please check if the option Block pop-up windows on your web browser is activated: If so, you will have to add the website of the tax administration (chain of characters *.impots.gouv.fr ) to the list of authorised websites. Then close all the pages of the browser and start again from 3 If not, call the helpline or the help services (see 6) A page confirming the successful creation of your subscriber account comes up: You will be given your membership number End of Step 2: your subscriber account has now been created. You can now access your account and file service registration requests OR you can send your membership number to the holder of the service that you would like to comanage, so that the said holder can appoint you as deputy or representative. 9/10

10 For more details about the procedures, go to the fact sheets 5 Demander une adhésion aux services [Request online service registration] and Désigner un administrateur suppléant / des délégataires (Appoint a deputy administrator/corporate representatives]. First save the relevant information of your subscriber account without a certificate (Step 3): it is required for special operations (i.e. forgotten password). 5. Saving relevant information of your subscriber account without a certificate Click on Sauvegardez ou imprimez votre formulaire [save or print your form] The relevant information for your subscriber account will be displayed on a page in.pdf format. Save the file and print it out for your records, if needed. The relevant information about your subscriber account is essential for some operations (i.e. if you lose your password). It is also required at all times by the link Gérer vos coordonnées (managing your information) in the manager menu of your subscriber account. End of the procedure 6. Troubleshooting during the procedure For further information, you have two ways of reaching the e-procedure user assistance service, Monday through Friday from 8am to 7:30pm: - Call (cost of a local call) Fill out the e-form available at > Professionnels > En savoir plus sur l espace abonné > Contacter l assistance [Contact our assistance services] 5 Focus fact sheets available at impots.gouv.fr/professionnels/en savoir plus sur l espace abonnés 10/10