• Document: User s Manual. User s Manual. Batch Provider
  • Size: 1.15 MB
  • Uploaded: 2019-04-15 22:16:20
  • Status: Successfully converted


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Batch Provider User’s Manual A detailed technical guide to help set-up Batch Provider Software, enroll clients and make payments to EFTPS. Begin using EFTPS—the safe, easy, convenient way to pay federal taxes. EFTPS Batch Provider Software User’s Manual Table of Contents Table of Contents I. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-10 V. Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36-42 a. Welcome to EFTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 a. Creating Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37-38 b. Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 b. Submitting Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38 c. Inquiries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 c. Synchronizing Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 d. Recommended System Requirements . . . . . . . . . . . . . . . . . . . .1 d. Synchronizing Payment History . . . . . . . . . . . . . . . . . . . . . . . . . .39 e. Overview of the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 f. Navigating and Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 e. Importing Payment Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 g. Submitting and Synchronizing . . . . . . . . . . . . . . . . . . . . . . . . . . .3 f. Duplicate Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 h. Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 g. Canceling Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 i. Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-6 h. Payment Inquiries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 j. Reinstalling Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 i. Payments for Suspended Enrollments . . . . . . . . . . . . . . . . . . . . .41 k. Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 j. Exporting Payments to a File . . . . . . . . . . . . . . . . . . . . . . . . . . . .42 l. Overall Process and Timing . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-9 k. Copying/Pasting Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42 m. EFTPS Batch Provider Comparison Chart . . . . . . . . . . . . . . . . . .10 l. Payments Via Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42 II. Installation and Set-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-13 VI. User Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43-44 a. To Install the New EFTPS Batch Provider Software . . . . . . . . . . .11 a. Determining User Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 b. Instructions For Running in a Network Environment . . . . . . . . .11 b. Adding Users and Defining Roles . . . . . . . . . . . . . . . . . . . . . . . .43-44 c. When You Launch the Software After Installing . . . . . . . . . . . . .11 d. After You Install The Software . . . . . . . . . . . . . . . . . . . . . . . . . . .12 c. Editing and Deleting Users and Roles . . . . . . . . . . . . . . . . . . . . .44 e. If You Are Already Registered as a Batch Provider . . . . . . . . . . . .12 VII. Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45-48 f. If You Are Already Enrolled in EFTPS as a Taxpayer . . . . . . . . . . .13 a. Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45 III. Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14-23 b. Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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