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
enroll as an employer representative and
add access to an employer payroll tax
account in e-Services for Business.
Welcome to the EDD home page. Select
Employer Login.
Select Log in to e-Services for Business.
Enter your username and password. If you
do not have a username and password,
refer to the tutorial “Create a Username
and Password to Enroll in Employer
Services Online.”
Select Login to begin using e-Services
for Business.
Select Existing Employer if you have an
employer payroll tax account number or
if you are an employer representative.
Select New Employer if you are an
employer and need to register for a new
employer payroll tax account number.
For this example, we will select Existing
Employer.
Select Next to continue.
Review the information on the screen and
be prepared to answer one of the
security questions listed.
This information is needed to add access
to an employer payroll tax account.
Select Next to continue.
Here you have the option to enroll as an
employer or a representative.
Select Yes if you are the owner, officer,
partner, executor, receiver, or trustee
with an employer payroll tax account
number.
Refer to the tutorial “How to Enroll as
an Employer” for assistance.
For this example, we will select No to
enroll as a representative.
Select Next to continue.
Select Yes if you are a third party
representative enrolling to manage your
client's employer payroll tax account
such as a tax preparer, bookkeeper, agent,
or accountant, or an employee enrolling
to manage your employer's payroll tax
account, or only submitting the Report of
Independent contractor(s)(DE 542).
Otherwise, select Previous to return to
the previous step to enroll as an
employer. Refer to the tutorial “How to
Enroll as an Employer” for assistance.
For this example, we will select Yes to
enroll as a representative.
Select Next to continue.
Select the ID type you will use to
enroll. Select FEIN if you are currently
a business with a Federal Employer
Identification Number.
If you do not have a FEIN, select Social
Security Number.
If you are a third party representative
enrolling to manage your client’s payroll
tax account, enter your own information,
not your client’s.
If you are an employee managing your
employer's payroll tax account, enter
your employer's ID type. 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 name
and address. Select Next to continue.
A summary of the enrollment information
you provided is displayed. Review your
enrollment request, then select Submit.
Select Ok to confirm you want to submit
your request.
This is your confirmation that your
enrollment request was submitted. Make
note of your confirmation number or
print a copy for your records, then
select OK.
This is the e-Services for Business
home page. This page displays a summary of
your enrollment information as a
representative.
To add access to an employer payroll tax
account, select More…
Select Add Access to Another Account
located in the Access Management panel
to gain access to an employer payroll
tax account.
Repeat these steps for each employer
payroll tax account number.
Select the type of account you would
like to add. For this example, we select
Employment Tax.
Enter the Account Number, Country, and ZIP
Code.
Select a security question to answer.
Enter your answer to the security question.
Select next to continue.
A summary of the account information you
provided is displayed. The message at the
bottom informs you that you are trying
to add access to the specified account.
Review the information, then select
Submit.
This is your confirmation you request to
add access to another account has been
submitted.
Make note of your confirmation number or
print a copy for your records, then
select OK.
This is your e-Services for Business
home page. Your representative account is
listed as well as all the accounts you
have added access to.
If you do not see the account that you
added access to, you will need to log out
of e-Services for Business and log back
in.
To log out, select the Profile icon.
You can add your most frequently used
accounts as a favorite by selecting Add
to Favorites.
You can view a list of your favorite
accounts in the Favorites tab. If you no
longer want an account as a favorite,
select Remove from Favorites.
The Action Center tab displays items
that require your attention such as
unread letters, tax returns, or wage
reports that need to be filed.
Select More… to view other requests you
can submit through e-Services for
Business. You can file a report of
independent contractors, search your
submissions, view messages and letters,
manage payments, and add access to
another account.
Select the Select a Customer tab to go
back to the e-Services for Business home
page. To view or take action on another
employer payroll tax account, select the
name of the business.
This is the home page for the business
that you selected. This screen displays a
summary of the employer's payroll tax
account information, balance due and
provides direct links to many of the
more common functions.
From this screen, you will be able to
register for a new account, make a
payment, file tax returns and wage
reports, update account information, and
much more.
When you are finished with managing this
employer payroll tax account, select Work
with Someone Else.
You are back at the e-Services for
Business home page where you can select a
different business to manage.
Thank you for taking the time to watch
this tutorial on how to enroll as a
representative and navigate through
e-Services for Business.
Be sure to view our other tutorials
demonstrating how to make a payment, file
a return, 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.