TAX PAYMENT SYSTEM

ELECTRONIC FEDERAL

Tax Professional Guide to

the Electronic Federal Tax Payment System

Tax Professional Guide to

the Electronic Federal Tax Payment System

w w w.e f t p s.g o v
1 www .eftps.gov

TAX PAYMENT SYSTEM

ELECTRONIC FEDERAL
1.800.945.0966 2

EFTPS is a secure, easy, and accurate

electronic system for paying all federal taxes for businesses and

individuals. Best of all, it’s free from the U.S. Department of the

Treasury. With EFTPS...

■ You receive an EFT Acknowledgment Number as a

receipt for your payment instructions

■ You have 16 months of payment history

■ You can schedule payment instructions ahead of time:

■ 120 days for businesses

■ 365 days for individuals

and you can cancel your payment instructions up to 

2 business days before the payment is due.

EFTPS offers a number of options for paying federal taxes 

for your own business or for your clients. þ þ þ
3 www .eftps.gov

Decide which EFTPS option best suits your needs.

If you pay taxes for 1,000 clients or fewer, consider becoming an EFTPS

Batch Provider and using the free Batch Provider Software that is easy to

install and use.

■ The software is designed specifically for tax professionals and payroll

processors that wish to enroll and make payments on behalf of their

clients. Submissions of up to 1,000 enrollments or 5,000 payments 

may be sent in one transmission.

■ EFTPS uses free Windows®–based software that is user friendly and 

easy to install. A User's Manual and Quick Start Guide are available 

at www.eftps.gov The software also is available in Mac and Linux

versions.

■ The software will guide you through the registration process and the

taxpayer enrollment process.

With the Batch Provider Software, you can:

■ Receive e-mail notification regarding enrollments, payments 

and upgrades.

■ Send clients a Taxpayer Inquiry PIN so they can look at their accounts online.

■ Use memorized transaction capability through which the last transaction 

is automatically displayed for each EIN/SSN.

■ Make individual or multiple debits to a Master Account that you maintain

or to each client's financial institution account.

■ Import/export enrollments and payments.

■ Create customized reports.

You may download the Batch Provider Software, User's Manual, and Quick Start

Guide at www.eftps.gov (click on Help & Information, then Downloads) or request

the software by calling 1-800-945-0966, 8:30 a.m. to 8:00 p.m. ET, Monday - Friday.

OPTION 1 Batch Provider
1.800.945.0966 4

If you are a payroll company making more than 1,000 payments per day,

consider becoming an EFTPS Bulk Provider.

The Bulk option is designed for payroll processors who initiate frequent payments

and desire automated enrollment through an Electronic Data Interchange (EDI)-

compatible system. Each set of up to 1,000 payment records is associated with 

a consolidated debit transaction. Call EFTPS Customer Service for more

information: 1-800-945-0966.

REMEMBER: Make sure you have a completed IRS Authorization Form or the

equivalent for each client before submitting enrollments or payments through EFTPS.

■ Form 8655, Reporting Agent Authorization: Authorizes a company or

individual to electronically file and make tax payments on behalf of a

business taxpayer.

■ Form 2848, Power of Attorney (POA): Authorizes an individual to act on

behalf of a taxpayer before the IRS regarding tax matters.

■ Form 8821, Tax Information Authorization: Authorizes a company or

individual to receive or inspect IRS information regarding taxes and make

tax payments on behalf of individual taxpayers.

■ Form 9783T, EFTPS Individual Enrollment with Third Party Authorization:

Authorizes a third party to use EFTPS to make payments on behalf of an

individual. The form is only available within the EFTPS Batch Provider

software and will be generated during the enrollment effective August 2007.

With the exception of the 9783T, these forms are available from the IRS 

Web site (www.irs.gov).

OPTION 2 Bulk Provider
Special EFTPS Options 

EFTPS Express Enrollment for New Businesses

Any business requesting a new EIN (Employer Identification Number) and indicating 

it will have Federal Tax Deposit obligations is automatically pre-enrolled in EFTPS.

■ Business taxpayers receive notification in the mail that they are 

pre-enrolled, along with their EFTPS PIN (personal identification number).

■ They activate their enrollment by calling a secure 800 number and entering

banking information.

Whatever EFTPS option is right for you, receive

FREE EFTPS marketing materials.

You may not wish to make federal tax payments for all your clients, or some of your

clients may prefer to make their own payments. If that’s the case,

you can give your clients EFTPS informational materials and

encourage them to enroll online at www.eftps.gov.

EFTPS also offers statement stuffers, fact sheets, and more to help

you communicate with clients about EFTPS. And they’re all free to

professionals, in whatever quantity you need.

Order FREE EFTPS marketing materials in quantity by visiting

http://fms.treas.gov/eftps/practitioners_form.html 

or calling 1-888-725-7879.

Whatever your relationship is with your clients, EFTPS offers everyone a secure,

easy and convenient way to pay federal taxes. If you have any questions, call 

1-800-945-0966.

EFTPS—a good business decision for tax professionals.

EFTPS Information Kit

for Tax Professionals

TAX PAYMENT SYSTEM

ELECTRONIC FEDERAL

5 www .eftps.gov

If desired, detach as an easy reference to EFTPS Options.
1 www .eftps.gov

TAX PAYMENT SYSTEM

ELECTRONIC FEDERAL

Number of Clients

If you... EFTPS Options Details

Author

for 

...do not pay client

taxes.

...pay taxes for fewer

than 1,000 clients.

...are a payroll

company making

more than 1,000

payments per day.

Not Applicable

Yes:

Form 8655-Re

(authorizes a 

electronically f

on behalf of a 

Form 2848-Po

an individual to 

before the IRS 

Form 8821-Ta

(authorizes a 

receive or insp

regarding taxe

on behalf of in

Available from 

(www.irs.gov)

All three forms 

Web site (ww

Form 9783T-(

EFTPS Individ

Party Authoriz

the EFTPS Ba

for use only w

Software. The 

party to use E

on behalf of an 

authorization a

enrollment of i

electronic pay

answer inquiri

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Yes: [see abo

EFTPS and the Tax Professional...an O

EFTPS and the Tax Professional...an O

• Make tax payments using the

Internet or phone. May be

used interchangeably.

• Order FREE marketing

materials to let clients know

about EFTPS.

• Interchangeable payment

methods: Internet and phone.

• Must register as an EFTPS

Batch Provider.

• Make up to 1,000 payments

per transmission.

• Pay through a Master Bank

Account or the taxpayer's

financial institution account

with authorization.

• Offer clients an Inquiry PIN,

with which they can check

payment status and payment

history. They will need an

Internet Password to go

online.

• Must register as an EFTPS

Bulk Provider.

• Send up to 1,000 payments

per transmission.

• Can only use a Master Bank

Account.

• Market EFTPS to your clients and encourage

them to use EFTPS. 

• Consider EFTPS for your business. 

• Enroll in EFTPS as a business or as an

individual if you are a sole proprietor.

• Consider becoming an EFTPS Batch Provider.

• Download FREE Batch Provider Software and

register.

• Enroll up to 1,000 clients in EFTPS or make

5,000 payments in one transmission.

• Consider adding your company as an EFTPS

enrollment using the Batch Provider Software. 

• Consider becoming an EFTPS Bulk Provider. 

• The Bulk option is designed for payroll 

processors that initiate frequent payments and

desire automated enrollment through an

Electronic Data Interchange (EDI)-compatible

system. 

• Each set of up to 1,000 payment records is

associated with a consolidated debit transaction.

1.800.945.0966 
1.800.945.0966 6

Here is an overview of EFTPS options

for tax professionals. Whether you pay

taxes for one or more than 1,000 clients,

EFTPS is a secure, convenient, 

and easy resource.

And even if you don't facilitate 

federal tax payments on behalf of your

clients , your business can benefit 

from EFTPS by paying your own 

taxes electronically.

TAX PAYMENT SYSTEM

ELECTRONIC FEDERAL
TAX PAYMENT SYSTEM

ELECTRONIC FEDERAL

Publication 4169 (Rev. 7-2009) Catalog Number 36249D 

Department of the Treasury Internal Revenue Service

www.irs.gov