The new CEI Dashboard is now available in eFiles. This dashboard allows you to access all active survey invitations that are awaiting completion within your eFiles account.
Once you have logged in to your eFiles account, you will see a new tab in the top navigation bar labelled “My surveys”. Within this tab is a list of your active survey invitations for any eFile where you have been identified as the CEI Contact.
To complete the survey from this list, simply click the “Launch the survey” button associated with the eFile you wish to complete the survey for, and the survey will open within eFiles for completion. After completion, the survey will disappear from your list. If you abandon the survey before completing it, the survey will remain in your list until expiry so that you are able to complete it at a later time.
Please note: Surveys will disappear from your list upon expiry. Survey invitations expire 2 weeks after initial invitation. If you would like to complete a survey for an eFile for which the link has expired, please contact email@example.com for assistance.