Electronic payment and filing: Enrolling

  1. Go here.
    (Or choose Setup > Electronic Services.)
  2. Click Add/Edit Electronic Services.
  3. Click Start.
  4. Choose Yes, I want to electronically pay and file my payroll taxes through my payroll account, and click Continue.
  5. Enter information about the bank account you'll use to make electronic payments, and click Continue.

    You can skip this step if you've already set up direct deposit. E-payment will use the same bank account information you entered when you set up direct deposit.

  6. Verify the bank account information, and click Confirm.
  7. Enter your federal Employer ID Number (EIN) and filing name with the IRS, and click Continue.
  8. If electronic payment and filing are available for your state (or states), choose Electronically and click Continue.
  9. Optionally, you can use the bank account information you entered to pay your payroll service fees. If you've already entered your credit card information or want to pay your payroll service fees using your credit card, choose No and click Continue.
  10. Print and send us your authorization forms:
    1. Click Show My Forms.
    2. Right-click in the Instructions to Enroll in Electronic Services (E-Services) window and choose Print (or for Mac, press Command-P).
    3. Sign and send us the forms by following the instructions on the first page of the forms you printed. You can fax (using the included Fax cover sheet) or mail us the forms.
  11. Check your enrollment status and see what you need to do:
    1. Go here.
      (Or choose Setup > Electronic Services.)
    2. If there are any To Do items, complete them.

You should allow at least one week for federal enrollment starting from the time we receive your signed forms. Enrollment times for state electronic services vary depending on the state's response time for the request. After we've processed your enrollment forms, we'll send you an email with detailed instructions for completing your e-services enrollment.

After you've complete e-services enrollment, you can approve tax payments on the Taxes & Forms > Pay Taxes page when they are due. You must approve all electronic tax payments no later than 5 pm PT, two banking days before the payment date.

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