York Fitness 45061 Manual do Utilizador descarregar pdf (Página 16)

Customer Service 1-800-945-0966

(M-F, 8:30 a.m. - 8:00 p.m. ET)

Customer Service 1-800-945-0966

(M-F, 8:30 a.m. - 8:00 p.m. ET)

Creating a New Enrollment (Steps 1-6)

•Click on the Enrollments tab.

•The Send Enrollments sub-tab will be displayed.

•Select the Registration to be used for this enrollment from the

active “Registration” list.

•Click "Add."

There are 6 steps to enrolling a client…

Step 1 TIN and Name

•Indicate in the type field if you are enrolling a business or

individual client.

•Then enter the name and EIN or SSN.

Make sure you check the box to indicate you have a Disclosure

Authorization on file for the client.

Step 2 Disclosure Authorization

Indicate the form of disclosure authorization you will have on file

for this taxpayer. If this is an individual enrollment and you will

have a Third Party Authorization on file, then you must complete

the Shared Secrets information at the bottom of the page.

Every taxpayer for whom you will be submitting EFTPS payments is

required to provide authorization permitting the Batch Provider to

exchange information with IRS. An electronic third party authorization

may be completed during this enrollment which will generate an

EFTPS Individual Enrollment with Third Party Authorization, Form

9783T. This authorization requires a 5-digit self-selected Signature PIN.

The taxpayer’s Date of Birth and Prior Year Adjusted Gross Income

must be provided for authentication. This electronic authorization will

be transmitted to the designated U. S.Treasury Financial Agent prior to

submitting the taxpayer’s initial payment.

Step 3 Contact Information

Enter the contact information for the taxpayer, including:

•Address

•City, state, zip code

•Telephone number

•Email (optional)

Creating a New Enrollment (Steps 1-3)

Enrollments

Enrollment Screen Overview

*Only New, Rejected and Pending Error enrollments are shown on

the Send Enrollments sub-tab. All other enrollments (Submitted,

Active, Incomplete and Inactive) can be accessed through the

Enrollment Inquiry sub-tab.

Enrollment Screen Overview

IV. Enrollments

5 Main

Tabs

2 Sub-Tabs

Active

Registration

Summary Listing

of Entries*

Submit Button

Enrollment

Function

Buttons

Can Arrange Columns

In Ascending And

Descending Order

Can Drag And Drop

Columns To

Re-Order Position

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