internet enrollment for e-servicesfloridarevenue.com/taxes/documents/enrollment.pdf · taxpayer...
TRANSCRIPT
Enroll for e-Services 1
Internet Enrollment for
e-Services
April 2018
Enroll for e-Services 2
To move through this tutorial, use the buttons at the bottom of the screen.
• To return to the first slide, use the button.
• To go to the next slide, use the button.
• To go to the previous slide, use the button.
• To go to the last slide, use the button.
April 2018
Enroll for e-Services 3
From the Florida Department of Revenue Internet homepage,
click “Register to collect and/or pay taxes”.
April 2018
Click “Enroll to Electronically File and Pay Taxes and Fees”
Enroll for e-Services 4April 2018
Select Enrollment Type:
Taxpayer
Reemployment Tax Agent
April 2018 Enroll for e-Services 5
TAXPAYER
From the Welcome page, you can:
Enroll New Account(s)
Update e-Enrollment
Retrieve User ID and Password
Enroll for e-Services 6April 2018
Return to Main Menu
TAXPAYER – Enroll New Account(s)
From the Welcome page, click the radio button next to
Enroll new account(s). Click Next.
Enroll for e-Services 7April 2018
TAXPAYER – Enroll New Account(s)
Type the FEIN or SSN and Business Partner Number.
Note: Errors display at the top. Correct any errors. Click Next.
Enroll for e-Services 8April 2018
1234567
123456789
TAXPAYER – Enroll New Account(s)
Step 1: To select an available tax type,
click the down arrow and click on the tax. Click Select.
Enroll for e-Services 9April 2018
Note: The number
next to the tax type
indicates how many
accounts you have
registered for that tax.
TAXPAYER – Enroll New Account(s)
Step 2: Select available tax number(s).
Click the check box(es) of the number(s) corresponding to
the account(s) you are enrolling. Click Next.
Enroll for e-Services 10April 2018
Note: You can enroll for
multiple accounts in the list.
12345678
12345679
12345610
TAXPAYER – Enroll New Account(s)
The account(s) you selected displays.
April 2018 Enroll for e-Services 11
1234 Main St Tallahassee, FL 32399
******
******
TAXPAYER – Enroll New Account(s)
To enroll for more than one tax type, repeat steps 1 and 2.
Step 1: To select an available tax type,
click the down arrow and click on the tax. Click Select.
Enroll for e-Services 12April 2018
******
****** 1234 Main St Tallahassee, FL 32399
TAXPAYER – Enroll New Account(s)
Click Next.
Enroll for e-Services 13April 2018
******
******
*****
1234 Main St Tallahassee, FL 32399
TAXPAYER – Enroll New Account(s)
To continue enrollment, click the Add button under e-File/e-Pay.
Enroll for e-Services 14April 2018
1234 Main St Tallahassee, FL 32399
******
******
*****
TAXPAYER – Enroll New Account(s)
Click the down arrow and click either e-File, or e-Pay, or e-File and e-Pay.
Click Select.
Enroll for e-Services 15April 2018
TAXPAYER – Enroll New Account(s)
If you selected e-Pay or e-File and e-Pay, click a payment method.
Click Select.
Enroll for e-Services 16
You can choose from two payment options when you enroll:
ACH-Debit (e-Check): Upon your request, the Department’s bank withdraws payment from your
bank account. Your account is debited.
ACH-Credit: Upon your request, your bank transfers payment to the Department’s bank. The
Department’s account is credited. Some banks charge a fee. This is not a credit card payment.
April 2018
TAXPAYER – Enroll New Account(s)
Click the down arrow next to Account Type.
Click Checking or Saving.
Enroll for e-Services 17April 2018
TAXPAYER – Enroll New Account(s)
Click the down arrow next to Account Owner Type.
Click Business Account or Personal Account.
Enroll for e-Services 18April 2018
TAXPAYER – Enroll New Account(s)
Type the bank account number.
Type the account number again to confirm the number.
Type the bank routing number. See the sample check for assistance.
Click Verify.
Enroll for e-Services 19April 2018
123456789
TAXPAYER – Enroll New Account(s)
The bank name displays. Click Next.
Enroll for e-Services 20April 2018
123456789
TAXPAYER – Enroll New Account(s)
FILING CONTACT INFORMATION:
Click the down arrow and click New Contact. Click Select.
Enroll for e-Services 21April 2018
TAXPAYER – Enroll New Account(s)
FILING CONTACT INFORMATION:
Type the contact name, phone number, and email address.
April 2018 Enroll for e-Services 22
TAXPAYER – Enroll New Account(s)
Click the down arrow under Select Address and
click an option from the list. Click Select.
April 2018 Enroll for e-Services 23
TAXPAYER – Enroll New Account(s)
If you select New Address, type the address for filing information.
Click Next.
Enroll for e-Services 24April 2018
TAXPAYER – Enroll New Account(s)
PAYMENT CONTACT INFORMATION:
Under Select Contact, click the down arrow, and
select a name from the list, or select New Contact.
Enroll for e-Services 25April 2018
Note: When you provide
different Filing and Payment
contacts, the Department of
Revenue can share account
information with both contacts.
TAXPAYER – Enroll New Account(s)
Click the down arrow under Select Address and
click an option from the list. Click Select.
April 2018 Enroll for e-Services 26
Enroll for e-Services 27April 2018
TAXPAYER – Enroll New Account(s)
If you select New Address, type the address for payment information.
Click Next.
TAXPAYER – Enroll New Account(s)
In this example, see sales tax account enrollment information
has been added.
To continue, click Add or click Remove on the next account in the list.
Enroll for e-Services 28April 2018
******
******
*****
1234 Main St Tallahassee,
FL 32399
TAXPAYER – Enroll New Account(s)
To enroll the next account, Click Add.
Repeat steps described in slides 15-27.
Enroll for e-Services 29April 2018
1234 Main St Tallahassee,
FL 32399
******
******
*****
Return to Slide 15
TAXPAYER – Enroll New Account(s)
If you click Next before completing mandatory information,
an error message displays at the top.
Click Add to complete the enrollment, or click Remove to
delete the enrollment from the list.
Enroll for e-Services 30April 2018
*****
******
****** 1234 Main St Tallahassee, FL
32399
TAXPAYER – Enroll New Account(s)
After enrolling all taxes in the list, click Next.
Enroll for e-Services 31April 2018
1234 Main St
Tallahassee, FL 32399
******
******
*****
TAXPAYER – Enroll New Account(s)
For Final Review, review all information.
To make changes within a section, click Edit.
Scroll down.
Enroll for e-Services 32April 2018
*****
*****
*******
TAXPAYER – Enroll New Account(s)
Review all information. Click Edit to change information.
Scroll down.
Enroll for e-Services 33April 2018
123456789
Enroll for e-Services 34April 2018
TAXPAYER – Enroll New Account(s)
Review all information. Click Edit to change information.
Scroll down.
123456789
*******
*******
*******
TAXPAYER – Enroll New Account(s)
Review all information. Click Edit to change information.
Scroll down to see more information.
April 2018 Enroll for e-Services 35
*****
*******
TAXPAYER – Enroll New Account(s)
Complete the review and read the Authorization and Agreement.
Click, I Agree to the Enrollee Authorization and Agreement.
Type signature(s) and title(s) for person(s) authorizing enrollment.
Click Submit.
Enroll for e-Services 36April 2018
TAXPAYER – Enroll New Account(s)
IMPORTANT: Use the “Click here” to view/print the User Information Notice, which
includes the User ID and Password for this enrollment. If you do not have a printer,
make note of this User ID and Password, and the Confirmation ID. It can be used to
retrieve the User ID and Password, if forgotten.
Scroll down to see more information.
Enroll for e-Services 37April 2018
123456789
AF123456
987654321
Note: Each enrollment generates a
new and unique Confirmation ID.
TAXPAYER – Enroll New Account(s)
Scroll down to see more information.
Enroll for e-Services 38April 2018
*******
123456789
TAXPAYER – Enroll New Account(s)
“Click here” to see User Information Notice for this enrollment.
Scroll down to see more information.
April 2018 Enroll for e-Services 39
Remember: Each link provides
information unique to each account.
*****
987654321
*****
TAXPAYER – Enroll New Account(s)
Click Exit when done.
April 2018 Enroll for e-Services 40
Return to Taxpayer Menu
Return to Main Menu
TAXPAYER – Update e-Enrollment
From the Welcome page, click the radio button next to Update e-Enrollment.
Click Next.
Enroll for e-Services 41April 2018
Enroll for e-Services 42April 2018
TAXPAYER – Update e-Enrollment
Type the User ID and Password.
Click Next.
AF123456
Enroll for e-Services 43April 2018
TAXPAYER – Update e-Enrollment
NOTE: If more than one account displays, select the account you wish to update.
Then, re-type the password. Click Next.
Click Edit to make updates.
Scroll down to see more information.
*****
123456789
Enroll for e-Services 44April 2018
TAXPAYER – Update e-Enrollment
Click Edit to make updates.
Scroll down to see more information.
123456789
Enroll for e-Services 45April 2018
TAXPAYER – Update e-Enrollment
Read the Authorization and Agreement.
Click, I Agree to the Enrollee Authorization and Agreement.
Type signature(s) and title(s) for person(s) authorizing enrollment.
Click Submit.
Enroll for e-Services 46April 2018
TAXPAYER – Update e-Enrollment
IMPORTANT: Use the “Click here” to view/print the User Information Notice, which
includes the User ID and Password for this enrollment. If you do not have a printer,
make note of this User ID and Password, and the Confirmation ID. It can be used to
retrieve the User ID and Password, if forgotten.
Return to Taxpayer Menu
Return to Main Menu
123456789
AF123456
987654321
*****
Note: Each update generates a new
and unique Confirmation ID.
Enroll for e-Services 47April 2018
TAXPAYER – Retrieve User ID and Password
From the Welcome page, click the radio button next to
Retrieve User ID and Password.
Click Next.
Enroll for e-Services 48April 2018
TAXPAYER – Retrieve User ID and Password
Type the FEIN or SSN and the Confirmation ID for the specific account you wish to
retrieve the User ID and Password.
Click Next.
123456789
Enroll for e-Services 49April 2018
TAXPAYER – Retrieve User ID and Password
See the Confirmation page. See the Confirmation ID.
Scroll down to see the User ID and Password.
Scroll down to click Exit.
Return to Taxpayer Menu
Return to Main Menu
12346789
********
987654321
AF123456
April 2018 Enroll for e-Services 50
REEMPLOYMENT AGENT
From the Welcome page, you can:
Enroll as an Agent
Add/Delete Client(s)
Update Agent e-Enrollment
Retrieve prior Agent Submission
Return to Main Menu
REEMPLOYMENT AGENT - Enroll as an Agent
From the Welcome page, click the radio button next to
Enroll as an Agent. Click Next.
Enroll for e-Services 51April 2018
Enroll for e-Services 52April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
Type the FEIN or SSN and Agent Number.
Click Next.
A0001234
*******
Enroll for e-Services 53April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
The account displays.
Click Add.
0123 5678 MAIN ST, Tallahassee, FL
32399-0001, US
Enroll for e-Services 54April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
Click the down arrow and click either e-File, or e-Pay, or e-File and e-Pay.
Click Select.
Enroll for e-Services 55April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
If you selected e-Pay, or e-File and e-Pay, click a payment method.
Click Select.
You can choose from two payment options when you enroll.
ACH-Debit (e-Check): Upon your request, the Department’s bank withdraws payment from your
bank account. Your account is debited.
ACH-Credit: Upon your request, your bank transfers payment to the Department’s bank. The
Department’s account is credited. Some banks charge a fee. This is not a credit card payment.
Enroll for e-Services 56April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
Click Next.
REEMPLOYMENT AGENT - Enroll as an Agent
FILING CONTACT INFORMATION:
Click the down arrow and click New Contact. Click Select.
Enroll for e-Services 57April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
FILING CONTACT INFORMATION:
Type the contact name, phone number, and email address.
Enroll for e-Services 58April 2018
Enroll for e-Services 59April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
Click the down arrow under Select Address and
click an option from the list. Click Select.
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
Enroll for e-Services 60April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
If you select New Address, type the address for filing information.
Click Next.
Note: Address will be
standardized based on U.S.
regulations (capitalization,
abbreviations, and zip code),
when you click Next.
5678 MAIN ST
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
Enroll for e-Services 61April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
PAYMENT CONTACT INFORMATION:
Under Select Contact, click the down arrow, and
select a name from the list, or select New Contact.
Note: When you provide
different Filing and Payment
contacts, the Department of
Revenue can share account
information with both contacts.
Enroll for e-Services 62April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
Click the down arrow under Select Address and
click an option from the list. Click Select.
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
Enroll for e-Services 63April 2018
REEMPLOYMENT AGENT - Enroll as an Agent
If you select New Address, type the address for payment information.
Click Next.
5678 MAIN ST
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
April 2018 Enroll for e-Services 64
REEMPLOYMENT AGENT - Enroll as an Agent
In this example, see this reemployment tax account enrollment is complete.
Click Next.
01235678 MAIN ST, Tallahassee, FL
32399-0001, US
April 2018 Enroll for e-Services 65
REEMPLOYMENT AGENT - Enroll as an Agent
See the Final Review. Review all information.
Click Edit to change information.
Scroll down to see more information.
A0001234
*******
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
April 2018 Enroll for e-Services 66
REEMPLOYMENT AGENT - Enroll as an Agent
Review all information. Click Edit to change information.
Scroll down to see more information.
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
April 2018 Enroll for e-Services 67
REEMPLOYMENT AGENT - Enroll as an Agent
Complete the review and read the Authorization and Agreement.
Click, I Agree to the Enrollee Authorization and Agreement.
Type signature(s) and title(s) for person(s) authorizing enrollment.
Click Submit.
April 2018 Enroll for e-Services 68
REEMPLOYMENT AGENT - Enroll as an Agent
IMPORTANT: Use the “Click here” to view/print the User Information Notice, which
includes the User ID and Password for this enrollment. If you do not have a printer,
make note of the User ID and Password, and the Confirmation ID. It can be used to
retrieve the User ID and Password, if forgotten.
Scroll down to click Exit.
A0001234
A0001234
123456789
Note: Each enrollment generates a
new and unique Confirmation ID.
April 2018 Enroll for e-Services 69
REEMPLOYMENT AGENT - Enroll as an Agent
Click the ACH Credit Information link to view and print File/Pay Method
Information. Scroll down to see more information.
A0001234
*******
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
April 2018 Enroll for e-Services 70
REEMPLOYMENT AGENT - Enroll as an Agent
Click Exit when done.
Return to Agent Menu
Return to Main Menu
April 2018 Enroll for e-Services 71
REEMPLOYMENT AGENT – Add/Delete Client(s)
From the Welcome page, click the radio button next to Add/Delete client(s).
Click Next.
April 2018 Enroll for e-Services 72
REEMPLOYMENT AGENT – Add/Delete Client(s)
Type the User ID and Password.
Click Next.
A0001234
April 2018 Enroll for e-Services 73
REEMPLOYMENT AGENT – Add/Delete Client(s)
Type the reemployment tax number and FEIN for
the account you wish to add or delete.
Click Verify.
1234567
651234567
April 2018 Enroll for e-Services 74
REEMPLOYMENT AGENT – Add/Delete Client(s)
The account name displays.
Click the down arrow under Select Date.
Click a quarter to select it.
Click Next.
651234567
1234567
April 2018 Enroll for e-Services 75
REEMPLOYMENT AGENT – Add/Delete Client(s)
Click Add to enroll this account or
click Remove.
1234567
April 2018 Enroll for e-Services 76
REEMPLOYMENT AGENT – Add/Delete Client(s)
If you click Add, click the radio button next to a payment method. Click Select.
April 2018 Enroll for e-Services 77
REEMPLOYMENT AGENT – Add/Delete Client(s)
Click the down arrow next to Account Type.
Click Checking or Saving.
April 2018 Enroll for e-Services 78
REEMPLOYMENT AGENT – Add/Delete Client(s)
Click the down arrow next to Account Owner Type.
Click Business Account or Personal Account.
April 2018 Enroll for e-Services 79
REEMPLOYMENT AGENT – Add/Delete Client(s)
Type the bank account number.
Type the account number again to confirm the number.
Type the bank routing number. See the sample check for assistance.
Click Verify. The bank name displays. Click Next.
123456789
April 2018 Enroll for e-Services 80
REEMPLOYMENT AGENT – Add/Delete Client(s)
FILING CONTACT INFORMATION:
Click the down arrow and click New Contact. Click Select.
April 2018 Enroll for e-Services 81
REEMPLOYMENT AGENT – Add/Delete Client(s)
FILING CONTACT INFORMATION:
Type the contact name, phone number, and email address.
Click the down arrow under Select Address and
click an option from the list. Click Select.
April 2018 Enroll for e-Services 82
REEMPLOYMENT AGENT – Add/Delete Client(s)
If you select New Address, type the address for filing information.
Scroll down, then click Next.
Note: Address will be
standardized based on U.S.
regulations (capitalization,
abbreviations, and zip code),
when you click Next.
April 2018 Enroll for e-Services 83
REEMPLOYMENT AGENT – Add/Delete Client(s)
PAYMENT CONTACT INFORMATION:
Under Select Contact, click the down arrow, and
select a name from the list, or select New Contact and type contact information.
Note: When you provide
different Filing and Payment
contacts, the Department of
Revenue can share account
information with both contacts.
April 2018 Enroll for e-Services 84
REEMPLOYMENT AGENT – Add/Delete Client(s)
Click the down arrow under Select Address and
click an option from the list. Click Select.
April 2018 Enroll for e-Services 85
REEMPLOYMENT AGENT – Add/Delete Client(s)
In this example, see this reemployment tax account enrollment is complete.
Click Next.
1234567
REEMPLOYMENT AGENT – Add/Delete Client(s)
See the Final Review. Review all information.
Click Edit to change information.
Scroll down to see more information.
April 2018 Enroll for e-Services 86
1234567
A0001234
April 2018 Enroll for e-Services 87
REEMPLOYMENT AGENT – Add/Delete Client(s)
Review all information. Click Edit to change information.
Scroll down to see more information.
123456789
April 2018 Enroll for e-Services 88
REEMPLOYMENT AGENT – Add/Delete Client(s)
Complete the review and read the Authorization and Agreement.
Click, I Agree to the Enrollee Authorization and Agreement.
Type signature(s) and title(s) for person(s) authorizing enrollment.
Click Submit.
April 2018 Enroll for e-Services 89
REEMPLOYMENT AGENT – Add/Delete Client(s)
IMPORTANT: Make note of the Confirmation ID.
It can be used to retrieve this submission.
Scroll down to click Exit.
Return to Agent Menu
Return to Main Menu
A0001234
A0001234
April 2018 Enroll for e-Services 90
REEMPLOYMENT AGENT – Update Agent e-Enrollment
From the Welcome page, click the radio button next to Update Agent e-Enrollment.
Click Next.
April 2018 Enroll for e-Services 91
REEMPLOYMENT AGENT – Update Agent e-Enrollment
Type the User ID and Password.
Click Next.
A0001234
April 2018 Enroll for e-Services 92
REEMPLOYMENT AGENT – Update Agent e-Enrollment
Click Edit to make updates.
Scroll down to see more information.
A0001234
*******
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
April 2018 Enroll for e-Services 93
REEMPLOYMENT AGENT – Update Agent e-Enrollment
Read the Authorization and Agreement.
Click, I Agree to the Enrollee Authorization and Agreement.
Type signature(s) and title(s) for person(s) authorizing enrollment.
5678 MAIN ST, Tallahassee, FL, 32399-0001, US
April 2018 Enroll for e-Services 94
REEMPLOYMENT AGENT – Update Agent e-Enrollment
IMPORTANT: Use the “Click here” to view/print the User Information Notice, which
includes the User ID and Password for this enrollment. If you do not have a printer,
make note of this User ID and Password, and the Confirmation ID. It can be used to
retrieve the User ID and Password, if forgotten.
Scroll down to click Exit.
Return to Agent Menu
Return to Main Menu
A0001234
A0001234
00123
Note: Each update generates a new
and unique Confirmation ID.
April 2018 Enroll for e-Services 95
REEMPLOYMENT AGENT – Retrieve Prior Agent Submission
From the Welcome page, click the radio button next to
Retrieve prior Agent submission.
Click Next.
April 2018 Enroll for e-Services 96
REEMPLOYMENT AGENT – Retrieve Prior Agent Submission
Type the agent number and Confirmation ID for the specific account you wish to
retrieve the User ID and Password.
Click Next.
A0001234
April 2018 Enroll for e-Services 97
REEMPLOYMENT AGENT – Retrieve Prior Agent Submission
Scroll down to see the User ID and Password.
Return to Main Menu
SURVEY
Please
complete
a short
survey by
clicking
on the
SURVEY
button.
A0001234
A0001234
00123