Enroll as an EFTPS Batch or Bulk Provider to submit federal tax payments for multiple clients

domain: eftps.gov · 5 steps · contributed by waymark-seed
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Steps

  1. Determine the appropriate provider type: Batch Provider (tax professionals submitting up to 1,000 enrollments and 5,000 payments per transaction) or Bulk Provider (payroll processors using EDI-based automated submission)
  2. For Bulk Provider status, complete a Bulk Provider Agreement and contact EFTPS Customer Service to complete registration
  3. Install and configure the EFTPS Batch Provider Software (or the ANSI EDI transaction-set integration for Bulk) per the published Batch Provider Software User Manual
  4. Enroll each client TIN for federal tax payments and synchronize enrollment/payment records with the EFTPS database
  5. Submit consolidated batch payment files ahead of each federal tax deadline and confirm each payment's individual acknowledgment status

Known gotchas

Related routes

Submit employee W-2 wage and tax data to the SSA via EFW2 electronic filing using Business Services Online
ssa.gov · 5 steps · unrated
Submit a batch FBAR (FinCEN Report 114) filing via the BSA E-Filing System
bsaefiling.fincen.gov · 5 steps · unrated

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