The California Employment Development Department (EDD) developed this tutorial
to assist you with navigating through e-Services for Business. This tutorial
will show you how to complete the enrollment process as an employer
representative and how to access a client's account in e-Services for Business.
Welcome to the Employment Development homepage. Notice the Employers
link at the top of the page. Select the Employers link. Notice the e-Services for
Business link in the Manage Your Tax Account column. Select the e-Services for Business
link. Select the e-Services for Business Log in button. You should already have a
username and password established. Enter your username and password. If you would
like to learn how to enroll for a username and password refer to the
tutorial Enroll for a Username and Password to Use Employer Services Online.
Select Login to begin using e-Services for Business. To begin this enrollment,
select whether you are an Existing Employer or New Employer. An existing
Employer is an employer who already has an employer payroll tax account number
or is an employer representative. Select New Employer if you are an employer and
would like to apply for an employer payroll tax account number. If you are an
employer representative, do not select this option. For this example, we select
Existing Employer. Select Next to continue. To add access to an employer
payroll tax account, you will need to answer a security question. Be prepared
to answer one of the questions listed here. Select Next to continue. The two
types of enrollment are either an Employer or Representative. The first one
presented is Employer. Please take a moment and read this important message.
Take time to find out what type of enrollment you want to use. This is a
detailed explanation of the employer type. Select No for the I am an Employer
question. Select Next to continue. Please take a moment and read this important
message. This is a detailed explanation of the representative choice. Select Yes
for the I am a Representative question. Select Next to continue. Select the type
of ID you would like to enroll with. You have a choice of Social Security number
(SSN) or Federal employer identification number (FEIN). If you are currently a
business with a FEIN, you may select it. If you are an individual, you may
select Social Security number. For this example, we select Social Security number.
Enter the ZIP code related to the FEIN or SSN that you entered. When all fields
are completed, select Next to continue. Complete this page with your own
information. not your clients. When the information is completed, select Next to
continue. Now you are ready to submit this request.
Select Submit. Are you sure you want to submit this request? Select Ok to
continue. Here is the confirmation page telling you that your enrollment request
is being processed. Select Ok to return to the e-Services for Business homepage.
The e-Services for Business homepage shows a summary of your enrollment
information as a representative. From the I Want To menu, select Add Access to Another
Account to gain access to your client's account. Repeat these steps for each
client account number. Select Account Type. For this example, we select
Employment Tax. Enter the Account Number, Country, and ZIP Code then select a
security question to answer. For this example, we select Reserve Account
Balance. Select Next to continue. The message at the bottom informs you that
you are trying to add access to the specified account. Select Submit to add
access to this account. Here is your confirmation number for the request to
add access to another account. You can print a copy for your records and then
select Ok to continue. You can now see the newly added account located under
the Accounts subtab on the homepage. There are many other actions on the homepage
that an employer representative may find helpful for managing multiple
accounts. Most of these actions can be accessed by selecting Show All next to
the I Want To menu. Thank you for taking the time to watch this tutorial on how to
enroll and navigate through e-Services for Business as an employer
representative. Be sure to view our other tutorials
demonstrating how to file bulk returns, make bulk payments, and the many other
actions available in e-Services for Business. Other resources are available
at edd.ca.gov or by calling the Taxpayer Assistance Center at 1-888-745-3886.