Enrolling Florida Tax Accounts into the Florida Department of Revenue’s E-service System.
The Florida Department of Revenue requires many taxpayers to file and pay their returns electronically. And like with many government applications, there are no clear instructions when it comes to completing the enrollment application online. Here are some detailed instructions for enrolling Florida tax accounts into the Florida Department of Revenue’s e-service system.
Go to www.myflorida.com/dor and under the E-Services section click on the link Enroll for tax e-services or start an update.
Under the Enroll new accounts section click on Start a new enrollment. This will open the enrollment in a new window.
If you are an unemployment tax agent (meaning you have received a UT Agent number – this is not your unemployment account number), then click on the second radio button Unemployment Tax Agents then click next. All other taxpayers (i.e. sales and use tax, unemployment tax, corporate tax and etc.) click on the first radio button then click next.
If you have been assigned a Federal Employer Identification Number (FEIN) then enter your number in the first box (do not include dash). If you do not have a FEIN, or your Florida tax account is registered under a social security number, enter a social security number in the second box. Do not enter a FEIN in the first box and SSN in the second box, its one or the either but not both. Enter the name of the business the tax account is registered under or the name of the individual the tax account is registered under. Do not enter both a business name and individual name, it is on or the other but not both. Click on the next button.
Your recovery ID is a number you will use to get back into the enrollment if not completed. For example, your computer crashes before you complete enrollment, you can log back in with your recovery ID and pick up where you left off. This number becomes inactive once your enrollment is submitted. This is not your confirmation number and your enrollment is not complete at this point. Click the next button.
Click the number of accounts under each tax that you would like to enroll. For example, if you have two sales and use tax accounts: Click the first empty box next to Sales and Use Tax, next click the down arrow for the drop down menu, then select the number 2 to represent your two sales and use tax accounts. Click the next button.
Enter either your sales certificate number, unemployment tax number (UT or SUI), or FEIN. Enter business name (if tax account is registered under an individual’s name, you will enter the individual’s name here as well). Next you will select a filing and payment method; here are descriptions of the first six options which are the most popular:
Internet file and pay (ACH-Debit):
Taxpayer files and pay returns through DOR website and authorize a certain amount to be debited from their bank accounts.
Internet file and pay (ACH-Credit):
Taxpayer only files return through DOR website and authorizes their bank to send a certain amount from their bank accounts. (This method requires justification in the box below).
Software file & pay (ACH-Debit):
Filer uses their personal software (i.e. QuickBooks, Intuit) to send return electronically to DOR and authorize a certain amount to be debited from their bank accounts.
Software file & pay w/ ACH-Credit:
Filer uses their personal software (i.e. QuickBooks, Intuit) to send return electronically to DOR and authorizes their bank to send a certain amount from their bank accounts. (This method requires justification in the box below).
EFT only w/ ACH-Debit:
Filer submits payment over the phone and authorizes DOR to debit a certain amount to be debited from their bank account. A paper return is still required to be filed via mail if not online.
EFT only/ ACH Credit:
Filer reports amount of payment over the phone but authorizes their bank to send payment to DOR. (This method requires justification in the box below).
If you are enrolling more than one account then the same screen will appear. This is so you can enter the information for the next account as you did for the first. At the top right you will see 2 of #. For example, if you have three accounts it would show 2 of 3, while you’re currently enrolling the second account. Continue until all accounts have been enrolled,
Enter the name of a contact person that will be authorized to discuss electronic payments (only contact persons are allowed to discuss e-services issues, including retrieving user id and password. DOR will not provide user id and passwords to anyone else – not even owners of the company – but those listed as a contact person). All addresses in the United States should use the first colored box. All addresses outside of the United States must use the second colored box and check off This is a foreign address. Once the contact person’s information is completed, click on Add this contact.
Next is the contact person who is authorized to discuss electronic filed returns (only contact persons are allowed to discuss e-services issues, including retrieving user id and password. DOR will not provide user id and passwords to anyone else – not even owners of the company – but those listed as a contact person). If you want to use the same contact person that was entered for the electronic payment contact (the contact person enter on the previous screen), click on Use same contact as. If you would like to enter a different person, then enter contact person’s information as you did on the prior screen and click Add this contact.
Enter details of bank account that you will authorize debits made by DOR (this does not apply to ACH Credit filers). Click Add above account once all fields are complete. Make sure all numbers are accurate; an incorrect number will result in a return payment which means penalties and interest. If you have more than one tax account you’re enrolling, then enter banking information for each account until completed with all accounts.
Review screen to make sure correct information have been entered. Type name in signature field and select title. If the bank account provided requires two signatures, then type name and title of co-signer.
This is your confirmation screen – print this screen. This screen contains your confirmation number and most importantly your internet user id and password (EFT –phone payment- filers will receive their user id and password in the mail). This user id and password will not be active until the next two business days. Meaning you cannot file and pay your return for at least the next three business days. Your user id and password will be rejected if you try to file before the three day timeframe.
Returns and payments must be initiated the business day prior to the due date by 5pm est or it will be considered late..
Try to file as early as possible; DOR server is known to go down closer to deadline due to everyone trying to file at same time.
You will no longer receive paper returns in the mail once tax accounts are enrolled into e-services system. Taxpayer can sign up for email reminders through website.
You do not have to mail a paper return if you’re filing a return online.
You cannot file and pay a return with a credit card.