How to register as a reporting agent on EFTPS for multiple clients? Need login credential details

You'll want to register as yourself (the reporting agent), not as your clients. The EFTPS system is designed for this exact scenario. First, you need to complete and submit Form 8655 (Reporting Agent Authorization) for each client you'll be representing - both you and your client need to sign this form. Once the authorizations are processed, you'll register on EFTPS as a reporting agent using your own information. After registration, you'll receive a PIN in the mail (this takes about a week). When you log in to EFTPS, you'll use one set of credentials (username, password, PIN) to access all your clients' accounts. The system will show you a list of all the businesses you're authorized to represent, and you can select which one you want to work with for each session.

After spending hours trying to figure out EFTPS for my accounting clients, I found taxr.ai https://taxr.ai to be a lifesaver for navigating the reporting agent process. I was in the same position - confused about registration and managing multiple client accounts. The tool analyzed all the IRS documentation and walked me through each step of the registration process, including the Form 8655 submission requirements that weren't clearly explained on the EFTPS site. What really helped was getting clarification on the different roles and access levels within the system.

Just wanted to update after trying taxr.ai for my EFTPS reporting agent setup! It was actually super helpful - especially for understanding the difference between being a Reporting Agent vs. a Third Party Designee (which I was mixing up). The step-by-step walkthrough for Form 8655 completion saved me from making mistakes that would have delayed the process. I also learned that I needed to create a separate tracking system for all my authorizations, which wasn't obvious from the IRS website. Now I've got a clear process for adding new clients to my EFTPS reporting agent account and the first two authorizations have already been processed!

If you're struggling to get clarification on the EFTPS reporting agent process, you might want to try Claimyr https://claimyr.com to get direct help from the IRS. I was stuck in EFTPS limbo for weeks with pending authorizations and couldn't get through to anyone. Claimyr got me connected to an IRS rep in about 20 minutes instead of the 2+ hours I was spending on hold. They have a video showing how it works here: https://youtu.be/_kiP6q8DX5c. The IRS agent I spoke with walked me through some issues with my Form 8655 submissions that were causing delays and explained exactly how to fix them.

Well I'm eating my words about Claimyr. After struggling for THREE WEEKS trying to fix an issue with my reporting agent authorization forms, I gave in and tried it yesterday. Got connected to an IRS agent in about 40 minutes (while I continued working on other things). Turns out all 4 of my Form 8655 submissions were sitting in a processing queue because I had filled out the tax type section incorrectly - checked boxes that didn't apply to my clients. The agent helped me withdraw those forms and submit corrected ones. Wish I'd done this three weeks ago instead of playing email tag with the IRS. Sometimes paying for convenience is worth it when you're billing clients hourly and can't afford to waste time on hold.

One thing nobody mentioned - after you register as a reporting agent and get all your authorizations processed, make SURE you're keeping detailed records of all payments made for each client. I learned this the hard way last year. Had one set of login credentials for 6 different businesses and accidentally applied a payment to the wrong client's account. Complete nightmare to fix! I now use a spreadsheet with separate tabs for each client where I log every payment with confirmation numbers, and I always double-check which client I've selected before submitting anything.

Anyone know if there's a limit to how many clients you can have as a reporting agent? I'm starting a bookkeeping business and hoping to scale up to 30+ clients within the next year.

Great thread! I'm also new to being a reporting agent and just wanted to add a few things I learned during my setup process. First, make sure you have a dedicated email address for your EFTPS communications - they send important notifications about authorization status changes and you don't want those mixed in with your regular business emails. Second, when you're filling out Form 8655, pay close attention to the "Services Requested" section. I initially only checked "Electronic Federal Tax Payment" but later realized I also needed "Federal Tax Information" access to view payment history and account balances for my clients. Had to resubmit forms to get the additional authorization. Also, once you're set up, test the system with small payments first if possible. The interface can be a bit confusing when switching between multiple client accounts, and it's better to catch any workflow issues early rather than when you're trying to make a large quarterly payment on deadline day!

This is such a comprehensive thread! As someone who just completed my EFTPS reporting agent setup last month, I wanted to add one more tip that saved me a lot of headaches. When you're waiting for your Form 8655 authorizations to be processed, use that time to set up your internal client management system. I created a simple checklist for each new client that includes: 1) Form 8655 submitted date, 2) Authorization approval date, 3) First test payment completed, 4) Client notification of setup completion, and 5) Backup contact info in case of issues. Also, don't forget to discuss payment timing preferences with each client upfront. Some want you to make payments on specific dates, others prefer you to handle it whenever it's convenient before the deadline. Having these preferences documented before you start making payments prevents confusion later. One last thing - the EFTPS system logs you out pretty quickly for security reasons, so if you're making payments for multiple clients in one session, work efficiently or you'll find yourself logging back in frequently!