A Guide to Paying Federal Taxes

Electronically for Tax Professionals
You decide which methods best suit your 

business and individual client services:

• EFTPS-OnLine

• EFTPS-Phone

• EFTPS-Batch Provider

• EFTPS-Bulk Provider

If you have a few clients for whom you make

occasional payments, consider EFTPS-OnLine or

EFTPS-Phone.

If you make several federal tax payments for

business and individual clients on a regular basis,

consider EFTPS-Batch Provider status.

If you process a high volume of payroll or 

regular tax payments for clients, consider 

EFTPS-Bulk Provider status.

continued

Program Options

4 Easy Ways to Use EFTPS:

You decide

which method

best suits 

your needs!

Program Options
Use the Internet to make payments one at a time for

your own business or your clients. EFTPS-OnLine

possesses state of the art security and reliability. 

• Receive an immediate, printable

confirmation as receipt of each

transaction. 

• Access payment history

online. Schedule payments

up to 120 days in advance 

(for business taxes) and

365 days in advance (for

individual taxes). 

Ideal for all business clients, and for individual 

taxpayers that make quarterly Form 1040-ES tax 

payments.

Make payments via an 800-number. The system is a

fast and accurate method for making multiple business

or individual payments in a single phone call. 

• The system guides you effortlessly through a 

tax payment, prompting you for each piece of

information as you proceed. 

•In addition, you receive an EFT

Acknowledgement Number for each transaction

as a receipt for the payment transaction.

IMPORTANT: You can make payments using either

EFTPS-OnLine or EFTPS-Phone, or both.

Program Options (continued)

EFTPS-OnLine...eftps.gov

EFTPS-Phone

– Fast

– Convenient 

– Easy!

Designed for tax professionals, payroll 

processors, and others who wish to enroll their

clients and submit batches of enrollments or

payments using Windows®-based software. After

registering as a Batch Provider, you will need to

enroll each client (3-day turnaround). Each 

payment record initiates a separate debit to the

bank account that you designate, either your

clients’ bank account or a master account that

you maintain, from which you will make tax 

payments for your clients.

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. (Please

call EFTPS Customer Service for complete 

registration information.)

EFTPS-Bulk Provider

EFTPS-Batch Provider

This chart gives you a brief overview of all the EFTPS options

for tax professionals.

Enroll Number of Provider 

EFTPS OPTION Clients Payments Registration

Electronically Allowed Required

1. EFTPS-OnLine Yes One at a time No

per logon session

2. EFTPS-Phone No Multiple per call No

3. EFTPS-Batch Provider Yes Up to 750 Yes

per transmission

4. EFTPS-Bulk Provider Yes Up to 1,000 Yes

per transmission

Program Options
Make sure you have a completed IRS form 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.

These forms are available from the IRS website

(irs.gov).

Authorization Forms

(over)

Reporting Agent Authorization for Magnetic Tape/Electronic Filers

Taxpayer’s Information

1. Employer identification number (EIN). Enter taxpayer business nine-digit

Employer Identification number without dashes.

2. Other ID. For Reporting Agent use only.

3. Taxpayer Phone Number. Provide taxpayer area code and phone number.

(optional)

4. “New” EIN. Check this box if taxpayer has recently applied for an EIN and

has not yet received notice CP 575 (Verification of your EIN) from IRS.

5. Seasonal or Intermittent. Check this box if taxpayer business is seasonal

or intermittent and there are quarters during the calendar year for which taxpayer will not pay wages.

6. Taxpayer Legal Name – Enter the Sole Proprietor/Owner’s name. This

must match the name on IRS records. Do not abbreviate or omit spaces. Do

not use the word "The" as the first word unless it is followed by only one

other word. Include legal/formal suffixes with individual names (i.e. MD,

PHD, CPA, Jr, Sr, III, etc.)

* Valid characters are A-Z, 0-9, ampersand, hyphen, and only one

blank space between each word. Any other punctuation, such as

a comma, period, number sign, apostrophe, and multiple blanks

is invalid.

7. Doing Business As (DBA) Name. Enter the trade name (DBA) of the business if different from the taxpayer name. Follow the same instructions as

shown for Item 6 above; however, DO NOT enter "DBA" or "TA" on this line;

show name only. Use valid character information as defined in Item 6*.

✍Note: Partnerships should enter the DBA name in Item 6.

Enter the general partner’s name or the first partner’s name in

Item 7. If a Corporation is a general partner, do not include the

name in Item 7.

8. Address. Enter address of taxpayer. Use valid character information as

defined in Item 6*.

Reporting Agent information

9. Reporting Agent name. Use valid character information as defined in Item 6*.

10. Reporting Agent ID Number.

11-12. Reporting Agent phone & fax.

13. Reporting Agent address. Use valid character information as defined in

Item 6*.

Reporting Agent Authorization

14. Return Filing Method. Indicate tax return filing method, electronic, 

magnetic, or both. For Tax Form 941, enter the ending month of the quarter

and year (3/1999, 6/2000, etc.). For Tax Form 940, enter the Tax Year (2000,

2001, etc) this agent will begin the annual filing.

15. Filing Authorization. Form 8655 can be used to authorize Reporting

Agents to file certain tax returns on paper for existing clients who have

already authorized the filing of magnetic/electronic Forms 941 and/or Forms

940 by the Reporting Agent. For Forms 941PR, 941SS, and 941NMI, enter the

ending month of the quarter and year (3/2000, 6/2000, 9/2000, 12/2000), the

Reporting Agent will file this return for the first time. For Forms 940PR, 943,

943PR, 945, 1042 and CT-1, enter the Tax Year (2000, 2001, etc.) the agent

will begin the annual filing.

16. Starting Period. Enter the first tax period that electronic Federal Tax

Deposits (FTDs) or other federal payments will be made. For electronic FTDs,

enter the first month and year (2/2000, 3/2000, etc.) the Reporting Agent will

begin making any deposit for each authorized tax form.

17. Correspondence Authorization. If you wish to have your Reporting

Agent receive correspondence, please check here.

18. State and Local Forms (Optional)-may be used if accepted by state and

local government.

Authorization Agreement

19. Signature. The taxpayer must sign the form authorization agreement for

the Reporting Agent to participate.

Where to File

All Forms 8655 should be mailed to :

Internal Revenue Service

MS6748 RAF Team

1160 West 1200 South

Ogden, UT 84201

Do not file the same Authorization twice. Forms 8655 submitted for 

magnetic tape or e-file may also authorize electronic payments. Forms

8655 submitted for electronic payments may also authorize future participation in e-file or magnetic tape programs. 

Be sure to retain a copy. 

Privacy Act and Paperwork Reduction Act Notice. Our legal right to ask for information is 5 U.S.C. 301 and Internal Revenue Code Sections 6001, 6011, 6012, and regulations thereunder. Generally, tax

returns and return information are confidential, as required by Code section 6103. Routine uses of this information include disclosure to the Department of Justice for civil and criminal litigation and to

other federal agencies, as provided by law. We may also give it to cities, states, the District of Columbia, and U.S. Commonwealths or possessions to administer their tax laws. We may give it to foreign

governments pursuant to tax treaties. This form is provided for your convenience and its use is voluntary. If you choose to designate a reporting agent to act on your behalf, you must provide all requested information, including your EIN. The principal purpose of this disclosure is to secure proper identification of the taxpayer. If you do not provide all the requested information, the IRS may suspend

processing of this form and may not authorize the reporting agent to act on your behalf. Providing false or fraudulent information may subject you to fines or penalties.

You are not required to provide information requested on this form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a

form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. The time needed to provide this information will vary depending on individual circumstances. The estimated average time is six minutes. If you have comments concerning the accuracy of this time estimate or suggestions for reducing this burden, we would be

happy to hear from you. You can write to the Internal Revenue Service, Tax Forms Committee, Western Area Distribution Center, Rancho Cordova, CA 95743-0001. Please do not send the form to this

address.

Instructions

Please read the following instructions before filling out the information on the reverse side of this form.

Form 8655 with Instructions

Marking Instructions for Tax Form 8655:

• Use black or blue ink only. • Please print legibly. Use one character per block. 

• Use only capital letters. • Keep all printing within the boxes. • Do not make any stray marks on this form. State Zip Code

MARKING EXAMPLE:

IA 52471

Form 2848 Power of Attorney OMB No. 1545-0150

(Rev. January 2002) and Declaration of Representative Department of the Treasury

Internal Revenue Service

Power of Attorney (Type or print.)

1 Taxpayer information. Taxpayer(s) must sign and date this form on page 2, line 9.

Employer identification

number

Taxpayer name(s) and address Social security number(s)

Daytime telephone number Plan number (if applicable)

hereby appoint(s) the following representative(s) as attorney(s)-in-fact:

2 Representative(s) must sign and date this form on page 2, Part II.

Name and address CAF No.

Telephone No.

Fax No.

Check if new: Address Telephone No.

Name and address CAF No.

Telephone No.

Fax No.

Check if new: Address Telephone No.

Name and address CAF No.

Telephone No.

Fax No.

Check if new: Address Telephone No.

to represent the taxpayer(s) before the Internal Revenue Service for the following tax matters:

3 Tax matters

Year(s) or

Period(s)

Tax Form Number

(1040, 941, 720, etc.)

Type of Tax (Income, Employment, Excise, etc.)

or Civil Penalty (See the instructions for line 3.)

Specific use not recorded on Centralized Authorization File (CAF). If the power of attorney is for a specific use not recorded

on CAF, check this box. See the instructions for Line 4. Specific uses not recorded on CAF. 

4

Acts authorized. The representatives are authorized to receive and inspect confidential tax information and to perform any

and all acts that I (we) can perform with respect to the tax matters described on Iine 3, for example, the authority to sign any

agreements, consents, or other documents. The authority does not include the power to receive refund checks (see line 6

below), the power to substitute another representative, the authority to execute a request for a tax return, or a consent to

disclose tax information unless specifically added below, or the power to sign certain returns. See the instructions for Line

5. Acts authorized.

5

List any specific additions or deletions to the acts otherwise authorized in this power of attorney:

Note: In general, an unenrolled preparer of tax returns cannot sign any document for a taxpayer. See Revenue Procedure 81-38,

printed as Pub. 470, for more information.

Note: The tax matters partner of a partnership is not permitted to authorize representatives to perform certain acts. See the separate

instructions for more information.

6 Receipt of refund checks. If you want to authorize a representative named on Iine 2 to receive, BUT NOT TO ENDORSE

OR CASH, refund checks, initial here and list the name of that representative below.

Name of representative to receive refund check(s) 

Cat. No. 11980J Form 2848 (Rev. 1-2002)

Part I

Name

Telephone

Function

Date

For IRS Use Only

/ /

Received by:

For Paperwork Reduction and Privacy Act Notice, see the separate instructions.

 See the separate instructions.

( )

continued

Form 8821 OMB No. 1545-1165

Tax Information Authorization (Rev. January 2000)

Department of the Treasury

Internal Revenue Service

1 Taxpayer information.

Taxpayer name(s) and address (please type or print) Social security number(s) Employer identification number

Daytime telephone number Plan number (if applicable)

( )

2 Appointee.

CAF No. Name and address (please type or print)

Telephone No.

Fax No.

Telephone No.

Check if new: Address

3 Tax matters. The appointee is authorized to inspect and/or receive confidential tax information in any office of the IRS for

the tax matters listed on this line.

(a)

Type of Tax

(Income, Employment, Excise, etc.)

(b)

Tax Form Number

(1040, 941, 720, etc.)

(c)

Year(s) or Period(s)

Specific use not recorded on Centralized Authorization File (CAF). If the tax information authorization is for a specific use

not recorded on CAF, check this box. (See the instructions on page 2.) 

4

If you checked this box, skip lines 5 and 6.

5 Disclosure of tax information (you must check the box on line 5a or b unless the box on line 4 is checked):

a If you want copies of tax information, notices, and other written communications sent to the appointee on an ongoing basis,

check this box 

b If you do not want any copies of notices or communications sent to your appointee, check this box 

Retention/revocation of tax information authorizations. This tax information authorization automatically revokes all prior

authorizations for the same tax matters you listed above on line 3 unless you checked the box on line 4. If you do not want to

revoke a prior tax information authorization, you MUST attach a copy of any authorizations you want to remain in effect AND

check this box 

6

7 Signature of taxpayer(s). If a tax matter applies to a joint return, either husband or wife must sign. If signed by a corporate

officer, partner, guardian, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the

authority to execute this form with respect to the tax matters/periods covered.

 IF THIS AUTHORIZATION IS NOT SIGNED AND DATED, IT WILL BE RETURNED.

Title (if applicable)

Signature Date

Print Name

Cat. No. 11596P Form 8821 (Rev. 1-2000)

For IRS Use Only

Telephone

Function

Date / /

Name

( )

( )

( )

Received by:

(d)

Specific Tax Matters (see instr.)

General Instructions

Section references are to the Internal Revenue Code unless

otherwise noted.

Purpose of form. Form 8821 authorizes any individual, corporation,

firm, organization, or partnership you designate to inspect and/or

receive your confidential information in any office of the IRS for the

type of tax and the years or periods you list on this form. You may

file your own tax information authorization without using Form 8821,

but it must include all the information that is requested on the form.

Form 8821 does not authorize your appointee to advocate your

position with respect to the Federal tax laws; to execute waivers,

consents, or closing agreements; or to otherwise represent you

before the IRS. If you want to authorize an individual to represent

you, use Form 2848, Power of Attorney and Declaration of

Representative.

Taxpayer identification numbers (TINs). TINs are used to identify

taxpayer information with corresponding tax returns. It is important

that you furnish correct names, social security numbers (SSNs),

individual taxpayer identification numbers (ITINs), or employer

identification numbers (EINs) so that the IRS can respond to your

request.

For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Title (if applicable)

Signature Date

Print Name

To revoke this tax information authorization, see the instructions on page 2.

Use Form 56, Notice Concerning Fiduciary Relationship, to notify

the IRS of the existence of a fiduciary relationship. A fiduciary

(trustee, executor, administrator, receiver, or guardian) stands in the

position of a taxpayer and acts as the taxpayer. Therefore, a

fiduciary does not act as an appointee and should not file Form

8821. If a fiduciary wishes to authorize an appointee to inspect

and/or receive confidential tax information on behalf of the fiduciary,

Form 8821 must be filed and signed by the fiduciary acting in the

position of the taxpayer.

Registration and Authorization Forms

If you elect to enroll

clients electronically and

make payments as a

Batch Provider, you will

need to complete an

EFTPS Provider

Registration Form

12252. This form is 

available online at

eftps.gov under

"Downloads," or by calling EFTPS Customer

Service at 1-800-555-4477 or 1-800-945-8400.

1) Register as a Batch Provider to receive the

Batch Provider software.

2) Make sure you have the proper authorization

forms completed for each client for whom you

will be making payments.

3) Enroll yourself and your clients through the Batch

Provider software.

4) Receive confirmation of enrollments.

5) Begin making payments.

Registration and Authorization Forms

Register as an EFTPS Batch

Provider

Steps:

Provider Registration Form 12252 (OMB No. 1545-1467) Department of the Treasury

Electronic Federal Tax Payment System

Provider Information

1. Your Employer Identification Number (EIN) 2. Estimated Number of Enrolled TIN’s

3. Business Name:

4. Business Address:

City: State: ZIP Code:

5. Primary Contact Name. Print the

name of a person who can be contacted

in the event questions arise regarding

this enrollment or tax payments. All

EFTPS mailings will be sent to your primary contact.

6. Primary Contact Mailing Address

and Phone Number (if different from #4

above). You need not complete the

address area if your contact’s address is

the same as the business address. If an

address is provided here, it will be used

to mail confirmation materials and

instruction booklets.

INSTRUCTIONS

1. Employer Identification Number

(EIN). Enter your Business nine-digit

Employer Identification Number, without

dashes.

2. Number of Enrollment TIN’s Please

print the estimated number of TIN’s you

will enroll.

3. Business Tax Name. Print your

Business name exactly as it appears on

your tax return. The only valid characters

are A-Z, 0-9, -, &, and blank.

4. Business Address. This address

should be written as it appears on your

tax return, but do not use a P.O. Box.

Electronic Federal Tax Payment System (EFTPS) — Provider Registration Form

This page contains instructions to complete the Electronic Federal Tax Payment System (EFTPS) Provider Registration Form. 

❑ EFTPS Batch Filer designed for providers who want to submit batches of payments using Windows®-based

software. Each payment record initiates a separate debit to the bank account designated.

Other Options Available: EFTPS PC Tax Payment Software — call EFTPS Customer Service for free software.

EFTPS Bulk Filer — designed for providers who initiate frequent payments from an EDI-compatible system. 

Call EFTPS Customer Service for more information.

For questions or more information please call EFTPS Customer Service at 1-800-555-4477 or 1-800-945-8400.

When your form is completed, please mail it to: EFTPS Enrollment Processing Center, P.O. Box 4210 Iowa City, Iowa 52244-4210

Marking Instructions: • Use black or blue ink only.

• Please print legibly. Use one character per block. Use only capital letters.

Keep all printing within the boxes.

• Do not make any stray marks on this form. State Zip Code

IA 5247 1

MARKING EXAMPLE:

Contact Information

5. Primary Contact Name:

6. Primary Contact Mailing Address (if different from #4 above):

City: State: ZIP Code:

Primary Contact Phone Number: Area Code

(over) Cat. No. 27664K

7. Payment Information. Choose the 

payment method(s) by placing an “X” in

the box(es).

Payment Information

7. Payment Method

Batch Filer

ACH Debit to Master Account

ACH Debit to Taxpayer Account
If you want to make payments for 

yourself or clients online or by

phone, no Provider Registration is

required and you can enroll clients 

individually online or you can complete 

Enrollment Forms for each client:

• Form 9779

Business Enrollment Form

• Form 9783

Individual Enrollment Form

Enrollment forms are available by 

calling EFTPS Customer Service at 

1-800-555-4477 or 1-800-945-8400.

If you want to make payments for

yourself or clients using Batch 

Software, registration is required, 

and you enroll clients through the software.

You can enroll both individual and business clients. You will

need the following information:

• Name and address 

(as it appears on the taxpayers’ IRS documents)

• Taxpayer Identification Number 

(EIN for businesses and SSN for individuals)

• Financial institution information 

(the account from which tax payments will be made)

Make payments from each clients’ bank account, or make

payments from a master account that you maintain, from

which you will make tax payments for your clients.

Enrollment

You Decide: Tax Form 9779 with Instructions (OMB 1545-1467) Department of the Treasury

(over)

Business Enrollment Form for EFTPS – This form contains instructions to complete the Electronic Federal Tax Payment System

(EFTPS) Enrollment Form for Business Taxpayers. It is to be used either for initial enrollment in the system or to add financial institution information. If you wish to

use multiple accounts in one financial institution, or accounts in multiple financial institutions, you will need to provide multiple copies of the enrollment form.

For questions regarding EFTPS or this Enrollment Form please call: EFTPS Customer Service 1-800-555-4477 or 1-800-945-8400

For TDD (hearing impaired) support 1-800-733-4829 or 1-800-945-8900

en español 1-800-244-4829 or 1-800-945-8600

When your form is completed, please mail to:

You should receive your Confirmation/Update Form and instructions on using EFTPS approximately two to four weeks after we receive your Enrollment Form.

Taxpayer Information

1. Employer Identification Number (EIN) – (Please enter EIN on reverse side also.)

2. Business Taxpayer Name:

3. Business Street Address:

City: State: ZIP Code:

International: Province, Country, and Postal Code:

Marking Instructions: • Use black or blue ink only.

• Please print legibly. Use one character per block. Use

only capital letters. Keep all printing within the boxes.

• Do not make any stray marks on this form. State Zip Code

IA 52471

4. Primary Contact Name. Print the

name of a person, company, or third

party who can be contacted in the event

questions arise regarding this enrollment

or tax payments. All EFTPS mailings will

be sent to your primary contact.

5-6. Primary Contact Mailing Address

and Phone Number (if different from #3

above). You need not complete the

address area if your contact’s address is

the same as the business address. If an

address is provided here, it will be used

to mail confirmation materials and

instruction booklets.

7. Primary contact E-mail Address.

(optional)

MARKING EXAMPLE:

INSTRUCTIONS

1. Employer Identification Number

(EIN). Enter your nine-digit Employer

Identification Number. Enter the EIN on

the back of the form in the upper right

corner as well.

2. Business Taxpayer Name. Print your

business name exactly as it appears on

the tax return. The only valid characters

are A-Z, 0-9, -, &, and blank.

3. Business Address. This address

should be the address as it appears on

the business tax return.

✍Note: If the address has been 

pre-printed and is incorrect, it can

only be changed by submitting an

IRS Change of Address (Form 8822)

to the Internal Revenue Service. The

address on your EFTPS enrollment

will automatically be updated when

Form 8822 is submitted. See the

back of Form 8822 to determine

where the form should be mailed.

➪ EFTPS Enrollment Processing Center

P.O. Box 4210

Iowa City, Iowa 52244-4210

Contact Information

4. Primary Contact Name:

5. Primary Contact Mailing Street Address (if different from #3 above):

City: State: Zip Code:

International: Province, Country, and Postal Code:

6. Primary Contact Phone Number: 

US Area Code International Country Code City Code

7. Primary Contact E-mail Address (use as many spaces as needed up to 60):

011-

NCS No. 111104

IRS-136

Visit our web site at www.EFTPS.gov to enroll online.

24 hours a day, 7 days a week 

Tax Form 9783 with Instructions (OMB 1545-1467) Department of the Treasury

(over)

Individual Enrollment Form for EFTPS – This form contains instructions to complete the Electronic Federal Tax Payment System

(EFTPS) Enrollment Form for Individual Taxpayers. It is to be used either for initial enrollment in the system or to add financial institution information. If you wish

to use multiple accounts in one financial institution, or accounts in multiple financial institutions, you will need to provide multiple copies of the enrollment form.

For questions regarding EFTPS or this Enrollment Form please call: EFTPS Customer Service 1-800-316-6541 or 1-800-945-8400

For TDD (hearing impaired) support 1-800-733-4829 or 1-800-945-8900

en español 1-800-244-4829 or 1-800-945-8600

When your form is completed, please mail to:

You should receive your Confirmation/Update Form and instructions on using EFTPS approximately two to four weeks after we receive your Enrollment Form.

NCS No. 121002

IRS-135

Taxpayer Information

1. Primary Taxpayer Identification Number (SSN) – (Please enter SSN on reverse side also):

2. Taxpayer(s) Name:

3. Joint Filer’s Taxpayer Identification Number (SSN):

4. Primary Taxpayer Address:

City: State: Zip Code:

International: Province, Country, and Postal Code:

5. Primary Taxpayer Phone Number:

US Area Code International Country Code City Code

Contact Information

6. Primary Contact Name (if different from #2 above):

7. Primary Contact Mailing Street Address (if different from #4 above):

City: State: Zip Code:

International: Province, Country, and Postal Code:

8. Primary Contact Phone Number (if different from #5 above):

US Area Code International Country Code City Code

9. Primary Contact E-mail Address (use as many spaces as needed up to 60):

011-

Marking Instructions: • Use black or blue ink only.

• Please print legibly. Use one character per block. 

Use only capital letters. Keep all printing within the boxes.

• Do not make any stray marks on this form. State Zip Code

IA 52471

MARKING EXAMPLE: INSTRUCTIONS

1. Primary Taxpayer Identification

Number (SSN). Enter your nine-digit

Social Security Number. If this enrollment

is for joint filers, enter the SSN of the 

primary taxpayer. The primary taxpayer

is the taxpayer listed first on your tax

return. Enter the SSN on the back of the

form in the upper right corner as well.

2. Taxpayer Name(s). Print your name

exactly as it appears on the tax return.

The only valid characters are A-Z, 0-9, -,

&, and blank. For joint filers, enter 

primary taxpayer name first: JOHN AND

MARY SMITH, or JOHN SMITH AND

MARY JONES. 

3. Joint Filer Taxpayer Identification

Number (SSN). If this is a joint filing,

please provide the joint filer’s Social

Security Number.

4. Primary Taxpayer Address. This

address should be the address as it

appears on your tax return.

✍Note: If the address is incorrect,

it can only be changed by submitting

an IRS Change of Address (Form

8822) to the Internal Revenue

Service. The address on your EFTPS

enrollment will automatically be

updated when Form 8822 is submitted.

See the back of Form 8822 to 

determine where the form should be

mailed.

5. Primary Taxpayer Phone Number.

Provide your area code and phone

number. 

6. Primary Contact Name. Print the

name of a person, company, or third

party who can be contacted in the event

questions arise regarding this enrollment

or tax payments. All EFTPS mailings will

be sent to your primary contact.

7-8. Primary Contact Mailing Address

and Phone Number (if different from #4

above). You need not complete the

address and phone section if your 

contact’s address and phone is the same

as the primary taxpayer. If an address is

provided here, it will be used to mail 

confirmation materials and instruction

booklets.

9. Primary Contact E-mail Address.

(optional)

➪ EFTPS Enrollment Processing Center

P.O. Box 4210, Iowa City, Iowa 52244-4210

011-

Visit our web site at www.EFTPS.gov to enroll online. 24 hours a day, 7 days a week

continued

Enrollment

Registration/Authorization (cont’d.)

Let’s Review...

With EFTPS, you will save time in making federal tax

payments for your clients. When it comes to record

keeping, you will find that EFTPS provides you with an

EFT Acknowledgement Number for every transaction – 

a "receipt" – that can be used in researching payments

with EFTPS or the IRS.
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 brochures to review, as well as enrollment forms, so

they may enroll in EFTPS and make payments themselves.

The U.S. Department of the Treasury provides FREE

marketing materials to professionals to give to their

clients. Those materials include:

Business Individual 

Overview Overview 

Brochure Brochure

You can receive multiple copies

of these brochures by calling

EFTPS at 1-888-725-7879. 

You can also order free 

marketing materials on-line at: 

fms.treas.gov/eftps.

Visit eftps.gov or call EFTPS Customer Service

at 1-800-555-4477 or 1-800-945-8400.

Any Questions?

Easiest Way to Pay Your

Federal Taxes for Individual Taxpayers

The

1 www.eftps.gov

Now a Full Range 

of Electronic

Choicesto 

Pay ALLYour 

Federal Taxes

Enrollment (continued)

Share Information with Clients
3/24/03

eftps.gov

EFTPS is a service offered free by the U.S. Department of the Treasury.