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    Tax Setup: Third Party Access (TPA)
    • 25 Oct 2024
    • 34 Minutes to read
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    Contents

    Tax Setup: Third Party Access (TPA)

    • Updated on 25 Oct 2024
    • 34 Minutes to read
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    Article summary

    This content is for informational purposes only.
    R365 is not a legal service and does not provide legal advice. These services are not intended to replace external legal counsel.

    When employers grant third-party access (TPA) to their payroll providers for tax purposes, they enable the payroll provider to access their tax account to pay and amend taxes, file returns, and check the status of submissions efficiently.

    Without TPA, penalties, fines, and even legal consequences can arise. Third-party access ensures payroll providers can maintain accuracy and timeliness in tax filings and payments. Missing even a single payment can result in costly penalties that impact a company’s financial health and reputation.

    R365 exclusively uses TPA to file taxes. Without access to these portals, R365 will not be liable for penalties or interest accrued due to non-payment or delayed filing of your company taxes.

    Accounts for State Tax Portals

    To set up TPA, an account for the jurisdiction must be established first.

    If your organization has prior payroll taxes associated with a jurisdiction, your organization will have an established account number for that jurisdiction. If this is the first time payroll taxes are being processed for the jurisdiction, an account will need to be established prior to requesting access.  

    Submitting Multiple Support Tickets

    Since the instructions for State Income Tax, State Unemployment Insurance, Family Medical Leave, and local jurisdictions within the same state may be different, each set of instructions includes a step for submitting a support ticket. This may result in multiple TPA request tickets for your organization. R365 Support will merge these tickets when appropriate.

    State Unemployment Insurance Rates

    Some states request that SUI rates are included in TPA requests. Providing the SUI rate in a TPA request is for informational purposes only and will not act as a request to update SUI rates. To update the Company’s SUI rate associated with a jurisdiction, refer to the Tax Filing Setup article.

    TPA By State

    The tax accounts for each state have a different process to complete the TPA setup. Links to state portals and details for completing the setup are listed below. For assistance using the state portals, contact the state directly.

    Alaska

    Alaska - State Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Alabama

    Alabama Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Withholding account number

      • Sign-on ID

      • Access code

    For more information, please refer to the jurisdiction's website:

    Alabama Department of Labor - State Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Alabama Local Jurisdictions

    Birmingham

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Auburn

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Bear Creek

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Arkansas

    Arkansas Department of Finance and Administration - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Withholding account number (ends with WHW)

      • Zip code for the primary address associated with the registered account

      • Last three amounts of state income tax paid to Arkansas

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Arkansas Division of Workforce Services - State Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Arkansas account number

      • Federal Employer ID Number (EIN)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Arizona

    Arizona Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

      • R365’s access request is found in the Business Registration section.

    For more information, please refer to the jurisdiction's website:

    Arizona Department of Economic Security - State Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Employer account number

      • Password

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    California

    California Employment Development Department - State Income Tax

    To set up TPA for this jurisdiction:

    1. Submit a R365 Support ticket with the following information:

      • Total Subject Wages from one of your last three Wage Reports

      • One of the last five payment amounts received by the EDD

      • Letter ID (Found on any correspondence from the jurisdiction)

    2. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Colorado

    Colorado Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Click Manage My Profile in the upper right corner of the page.

    3. Select More.

    4. Locate the Settings section.

    5. Check Grant Third Party Online Access.

    6. Select r365.

    7. Check access to File and Pay.

    8. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Colorado Department of Labor and Employment - State Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Add the R365 TPA ID: 500003726

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Colorado Department of Labor and Employment - Paid Family Medical Leave

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Add R365 as a TPA.

    After access has been granted, submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Colorado Local Jurisdictions

    Aurora

    To set up TPA for this jurisdiction:

    Confirm that your organization has an account established for the jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Denver

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Full account number

      • Letter ID (found on any correspondence from the jurisdiction)

      • Total tax amount from any return in the last three years

    For more information, please refer to the jurisdiction's website:

    Glendale

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Greenwood Village

    To set up TPA for this jurisdiction:

    Confirm that your organization has an account established for the jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Sheridan

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Connecticut

    Connecticut - State Income Tax

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Connecticut - Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Connecticut - Paid Family Leave

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Delaware

    Delaware Division of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    For more information, please refer to the jurisdiction's website:

    Delaware Department of Labor - State Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    For more information, please refer to the jurisdiction's website:

    District of Columbia

    DC Office of Tax and Revenue - Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Government of the District of Columbia - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Authorize R365

      • R365 Agent Account Number: DC9P1L

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Government of the District of Columbia - Paid Family Leave

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Authorize R365

      • R365 Agent Account Number: DC9P1L

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Florida

    Florida Department of Revenue - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • RT (Reemployment Tax) account number

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Georgia

    Georgia Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      1. Company name

      2. FEIN

      3. Account number

      4. Total amount of the last 3 payments made to the Georgia Department of Revenue

    For more information, please refer to the jurisdiction's website:

    Georgia Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • GDOL Account Number

      • PIN assigned by the jurisdiction
        -Or-
        The answer to two of the following security questions:

        • What is the zip code of the business mailing address?

        • What is the zip code of the GA principal location address?

        • What is your account’s current tax rate?

        • What is your account’s previous tax rate?

        • What is your SIDES E-Response access code?

    3. R365 Support will initiate the access request.

      In Georgia, your company’s account can only have one administrator at a time.  If there is already an administrator assigned, complete the Employer Portal Replace Administrator Request form [onpay.com].  This form must be submitted by the current officer listed with the agency and should be sent from that officer’s email address to [email protected].

    To locate your PIN:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Enter your State Employer Identification Number (SEIN), which is your GDOL Account Number.

    3. Enter your Federal Employer Identification Number (FEIN).

    4. Enter the primary email address on your SIDES E-Response account.

    5. Select the Retrieve Access Code option in the drop-down list.

    For more information, please refer to the jurisdiction's website:

    Hawaii

    Hawaii Department of Taxation - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Letter ID (found on any correspondence from the jurisdiction)

      • Total payment amount from the last payment made to the Hawaii Department of Taxation

      • Last refund amount

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Hawaii Department of Labor and Industrial Relations - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Unemployment insurance employer account number

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Idaho

    Idaho - State Income Tax

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Idaho Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Illinois

    Illinois Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Total payment amounts from the last three payments made to the Illinois Department of Revenue

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Illinois Department of Unemployment Security - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Navigate to the Manage My Profile section

    3. Allow Access to Third Parties

    4. Submit a R365 Support ticket with the following information:

      • Company name

      • UI account number

      • EIN

      • Primary zip code (9 digits)

      • Current UI rate

    For more information, please refer to the jurisdiction's website:

    Indiana

    Indiana Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Indiana Department of Workforce Development - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Create a user for R365:

      1. Navigate to Manage Users

      2. Select External Account Authorizations

      3. Select Agent: DYN365 Inc

      4. Enter the R365 Agent ID:124671

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Iowa

    Iowa Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    4. Iowa will mail an access code to the address that is on file for your organization’s account.

    5. Reply to the open support ticket and provide the access code.

    For more information, please refer to the jurisdiction's website:

    Iowa Workforce Development - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Navigate to the Employer Homepage

    3. Click Assign Agent

    4. Enter the R365 Agent ID: R2617043

    5. Assign the following roles:

      • Maintain Account

      • Manage Payments

      • Submit/Change Wage Detail

      • View Payments

      • View Wage Detail

      • View Correspondence

      • View Transaction History

    6. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Kansas

    Kansas Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

      1. https://www.kdor.ks.gov/Apps/kcsc/login.aspx

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Kansas tax account number (15 characters)

      • Access code

        • Access codes (6 to 16 characters) are assigned by the Kansas Department of Revenue for each account.

    For more information, please refer to the jurisdiction's website:

    Kansas Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select Enable my accountant to file my Quarterly Wage Report

    3. Click Add a new individual to file on your behalf

    4. Enter User Name: R365Tax

    5. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Kentucky

    Kentucky Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Kentucky withholding account number

      • Authorized tax representative

        • Name

        • Phone

        • Email

        • Address

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Kentucky Office of Unemployment Insurance - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    For more information, please refer to the jurisdiction's website:

    Louisiana

    Louisiana Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Withholding account number

      • Zip code

      • Payment amounts for the last 5 payments to the Louisiana Department of Revenue

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Louisiana Workforce Commission - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Enter R365’s Agent Access Code: 6FLN2T5M

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Maine

    Maine Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Account number (8 Digits)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Maine Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will reply with a Power of Attorney (POA) form for the Maine Department of Labor.

    4. Complete and return the POA form to R365 Support.

    5. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Maryland

    Comptroller of Maryland - State Income Tax

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Add R365

      • User ID: R365PayrollTax

      • Confirmation Number: #TU00000241528

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Maryland Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select Account Maintenance

    3. Select Assign Agent

    4. Add R365 as an agent:

      • Agent ID: MD8H3Z

      • Agent Name: DYN365 LLC

    5. Attach the Power of Attorney Authorization form

    6. Grant the following options:

      • Wage Submission

      • Payment Submission

      • Account Maintenance

    7. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Massachusetts

    Massachusetts Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Massachusetts Department of Unemployment Assistance - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Search for R365:

      • TPA ID: 113259

      • TPA Name: DYN365 Inc

      • Name: Amanda Murphy

    3. Grant TPA to R365

    4. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Michigan

    Michigan Treasury - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      1. Company name

      2. FEIN

      3. Total Michigan income tax withheld

        • Per line 18 of the most recently filed SUW Annual Return (Form 5081)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Michigan Department of Labor and Economic Opportunity - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Submit a R365 Support ticket with the following information:

      • Company name

      • Request for a copy of your organization’s POA for Michigan for use in TPA setup.

        • If no POA for Michigan is on file, R365 Support will send instructions for completing the POA process.

    2. Navigate to your organization's account for the jurisdiction: 

    3. Add R365 as a POA:

      • R365 EIN: 452758311

    4. After R365 has been added as a POA, respond to the existing R365 Support ticket with the following information:

      • Date POA was added

    For more information, please refer to the jurisdiction's website:

    Michigan Local Jurisdictions

    Battle Creek

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Flint

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Grand Rapids

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Lansing

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Muskegon

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Saginaw

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Springfield

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Walker

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Minnesota

    Minnesota Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Minnesota Department of Employment and Economic Development - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select My Home Page

    3. Select Account Maintenance

    4. Select Agent Authorization

    5. Search for R365:

      • AG023006

      • Agents receive an Agent ID when they register as an agent with the Minnesota Unemployment Insurance Program.

    6. Click Next

    7. Review the information on the Agent Details page.

    8. To begin access at a later date, enter the date in the Beginning Start Date field.

    9. Leave the Effective End Date field blank.

      • To assign access only until a certain date, enter a date in the Effective End Date field (the date cannot be earlier than the current date).

    10. In the Available Roles section, select the following user role:

      • Update and Submit: The agent can submit information on your behalf.

    11. Click Save.

    12. Assign the Employer Reporting Units for each role:

      1. Click Assign Employer Reporting Units for the role.

      2. Select the Employer Reporting Units:

        • Assign All Employer Reporting Units: The agent has access to all of your current and future reporting units. If your employer account has just one reporting unit, choose this option.

      3. Click Save.

    13. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Mississippi

    Mississippi Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

      1. https://tap.dor.ms.gov/_/#1[ms.gov]

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Mississippi withholding account number

      • Letter ID (found on the top left of a letter from the jurisdiction)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Mississippi Department of Employment Security - Unemployment Insurance

    R365 Support will initiate the access request.

    1. Create a written request on your company letterhead with the following information:

      • Request to be linked to R365’s account

      • R365 Account Legal Name: DYN365 INC

      • User ID: r365payrolltax

      • FEIN: 452758311

    2. Email the written request to [email protected]

      • The Mississippi Department of Employment Security may also request a copy of the Authorized Agent form on file with R365, which can be requested from R365 Support if needed.

    3. After the written request has been emailed, submit a R365 Support ticket with the following information:

      • Company name

      • Date request was emailed

    For more information, please refer to the jurisdiction's website:

    Missouri

    Missouri Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Add R365 as a new Authorized Preparer

      • User ID: R365

      • Registration Confirmation Number: 9901005297902

    3. Select Taxpayer Functions

    4. Select Withholding Tax

    5. Select Tax Type Functions

    6. Grant R365 access to:

      • File Returns

      • Make Payments

    7. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Missouri Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select Account Maintenance

    3. Select Employee Account Maintenance

    4. Select Add or Remove Third Party

    5. Select Type of Association

    6. Select Third Party

    7. Enter R365’s Information:

      • ID: DYN365

      • EIN: 45-2758311

    8. Remove your bank account information from the online portal so it doesn't automatically populate in our online account.

    9. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Missouri Local Jurisdictions

    Kansas City

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    St. Louis

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Montana

    Montana Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    For more information, please refer to the jurisdiction's website:

    Montana Department of Labor and Industry - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    For more information, please refer to the jurisdiction's website:

    Nebraska

    Nebraska Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Nebraska withholding ID

      • PIN

        • The Nebraska ID and PIN are not the EIN for the Company

    For more information, please refer to the jurisdiction's website:

    Nebraska Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Nevada

    Nevada Department of Employment, Training, and Rehabilitation - Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Nevada Department of Taxation - Modified Business Tax

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    New Hampshire

    New Hampshire - Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    New Jersey

    New Jersey - State Income Tax

    To set up TPA for this jurisdiction:

    1. Submit a R365 Support ticket with the following information:

      • Company name

      • Authorized representative

        • Name

        • Phone

        • Email

        • Address

      • EIN

      • PIN (provided by the state of New Jersey)

        • To obtain the PIN, call the Division of Taxation at 609-292-6400. Be prepared to supply identifying information from previous business tax filings.

    2. R365 Support will initiate the access request.

    For more information, please call the Division of Taxation at 609-292-6400.

    New Jersey Division of Unemployment Insurance - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Send an email to [email protected] with the following information:

      • EIN

      • Request to add TPA (Auxiliary user) for Restaurant 365

        • Legal name: DYN365, Inc

        • Representative: Amanda Murphy  

    2. After the email has been sent, submit a R365 Support ticket with the following information:

      • Company name

      • Date email was sent

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    New Jersey Local Jurisdictions

    Jersey City

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Newark

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    New Mexico

    New Mexico - State Income Tax

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    New Mexico - Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    New York

    New York Department of Taxation and Finance - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • One of the following:

        • Filed New York state corporation tax return within the last 12 months

        • Filed New York sales tax return within the last 12 months

        • Filed New York withholding tax return within the last 12 months

        • Bill (assessment)

        • Five-digit PIN

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    New York Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • One of the following:

        • Filed New York state corporation tax return within the last 12 months

        • Filed New York sales tax return within the last 12 months

        • Filed New York withholding tax return within the last 12 months

        • Bill (assessment)

        • Five-digit PIN

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    North Carolina

    North Carolina - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • North Carolina account number

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    North Carolina Department of Commerce - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select Agent Access

    3. Search for R365’s agent number

      • 800020002

    4. Add R365 as an authorized agent

    5. Allow R365 to:

      1. Make payments

      2. File wage reports

    6. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    North Dakota

    North Dakota - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Withholding account number

      • Letter ID (found on any correspondence from the jurisdiction)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    North Dakota - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Account number

      • Access code

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Ohio

    Ohio - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    1. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    2. R365 Support will initiate the access request.

    3. Navigate to your organization's account for the jurisdiction: 

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Ohio - Unemployment Insurance

    For more information, please refer to the jurisdiction's website:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Add R365 as an authorized agent

      • Agent ID: 6000014888

      • Legal name: DYN365 Inc

      • FEIN: 452758311

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the Ohio unemployment instructions on how to grant TPA [ohio.gov].

    Ohio Local Jurisdictions

    Ohio Business Gateway

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    RITA

    To set up TPA for this jurisdiction:

    Confirm that your organization has an account established for the jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    CCI

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Smalls

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Oklahoma

    Oklahoma Tax Commission - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Withholding account number

      • Passphrase (user created)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Oklahoma Employment Security Commission - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select TPA Relationships

    3. Search for R365

      • EIN: 45-2758311

    4. Grant Access to DYN365 INC (Restaurant365's legal name)

    5. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Oregon

    Oregon - Combined Filing

    All state tax filings for Oregon are processed through the Frances online website.

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Last payment from form OQ line 2a (Oregon Quarterly Tax Report)

        - or -

        Letter ID (on any correspondence from the jurisdictions)

      • Business Identification Number (BIN) provided by the Oregon Department of Revenue

      • The subject wages from a previously filed report for the following tax types:

        • Unemployment Insurance

        • State Withholding

        • Paid Leave Oregon

        • Statewide Transit Tax

        • TriMet Transit District Tax

        • Lane Transit District Tax

        • Worker's Benefit Fund

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Oregon Local Jurisdictions

    Eugene

    To set up TPA for this jurisdiction:

    Confirm that your organization has an account established for the jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Portland

    To set up TPA for this jurisdiction:

    Confirm that your organization has an account established for the jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    Pennsylvania

    Pennsylvania Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Account number

      • One of the following:

        • Letter ID (found on any correspondence from the jurisdiction)

        • Return line item

        • Payment amount

        • Online business registration confirmation number

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Pennsylvania Department of Labor & Industry - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select TPA Relationships

    3. Add R365.

      • Employer Account Number: 4324299035

    4. Grant R365 access to file and pay.

    5. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Rhode Island

    Rhode Island Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Add R365.

      • R365’s User Name: R365TaxOps

    3. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    Rhode Island Department of Labor & Training - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Password

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    South Carolina

    South Carolina Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • One of the following:

        • Last payment amount

        • Last refund amount

        • Amount from Line 1 of last return

        • Letter ID (found on any correspondence from the jurisdiction)

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    South Carolina Department of Employment and Workforce - Unemployment Insurance

    R365 Support will initiate the access request.

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select Agent Access

    3. Search for R365:

      • Agent Number: SC5H9X

    4. Grant R365 access to make payment and file wage reports.

    5. Complete and upload the Written Authorization form

    6. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

    South Dakota

    South Dakota Department of Labor & Regulation - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Tennessee

    Tennessee Department of Labor & Workforce Development - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Tennessee account number

      • Access code

    3. R365 Support will initiate the access request.

    To obtain your organization’s access code:

    1. Log in to your organization’s account at: https://tnpaws.tn.gov/Forms/login.aspx

    2. Select Locate Your Access Code

    For more information, please refer to the jurisdiction's website:

    Texas

    Texas Workforce Commission - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Account number

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Utah

    Utah Tax Commission - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Account number

      • Tax amount from previously filed TC-941E
        -or-
        PIN

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Utah Tax Commission - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Utah Employer ID

      • PIN

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Vermont

    Vermont Department of Taxes - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    1. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    2. R365 Support will initiate the access request.

    3. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Vermont Department of Labor - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Employer account number

      • 4-digit PIN

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Virginia

    Virginia Department of Taxes - State Income Tax

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

      • Virginia Tax Online Services for Businesses

    2. Find the iFile Login section

    3. Select VEC

    4. Enter the company’s 10-digit VEC Account Number

    5. Log in with your organization’s credentials

    6. Select Tax Account

    7. Add R365:

      • R365’s Unique Identifier: R365Tax

    8. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    Virginia - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

      • Virginia Tax Online Services for Businesses

    2. Find the iFile Login section

    3. Select VEC

    4. Enter the company’s 10-digit VEC Account Number

    5. Log in with your organization’s credentials

    6. Select Important Account Information

    7. Select Assign a Tax Preparer

    8. Enter the unique ID provided by your organization’s tax preparer

    9. Find the Your Linked iFile Account section

    10. Enter R365’s Identifier: R365Tax

    11. Enable the following settings:

      • Account Summary Quarterly Report

      • Payment

      • Approver (depending on your organization’s setup, Approver may not be available)

    12. Click Assign

    13. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    Washington

    Washington State - Unemployment Insurance, Paid Family Leave, WA Cares

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • Uniform Business Identifier (required for granting access to Family Leave Insurance)

      • Employment Security Department Number (required for granting access to Unemployment Insurance)

    3. R365 Support will initiate the access request.

    4. Once R365 Support confirms that TPA has been requested:

      • Log in to your organization's account for the jurisdiction.
      • Review and approve R365's access request.

    For more information, please refer to the jurisdiction's website:

    Washington Local Jurisdictions

    Seattle Payroll Expense Tax

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    West Virginia

    West Virginia Tax Division - State Income Tax

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    For more information, please refer to the jurisdiction's website:

    West Virginia - Unemployment Insurance

    To set up TPA for this jurisdiction:

    Submit a R365 Support ticket with the following information:
    • Company name
    • FEIN
    • Authorized tax representative
      • Name
      • Phone
      • Email
      • Address

    Wisconsin

    Wisconsin Department of Revenue - State Income Tax

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:

      • Company name

      • FEIN

      • Total tax due from the prior return

    3. R365 Support will initiate the access request.

    For more information, please refer to the jurisdiction's website:

    Wisconsin Department of Workforce Development - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Confirm that your organization has an account established for the jurisdiction:

    2. Submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Authorized tax representative
        • Name
        • Phone
        • Email
        • Address

    3. R365 Support will initiate the access request.

    4. Wisconsin will mail an access code to the address that is on file for your organization’s account.

    5. Reply to the open support ticket and provide the access code.

    For more information, please refer to the jurisdiction's website:

    Wyoming

    Wyoming Department of Workforce Services - Unemployment Insurance

    To set up TPA for this jurisdiction:

    1. Navigate to your organization's account for the jurisdiction: 

    2. Select Account Maintenance

    3. Select Employer-Account Maintenance

    4. Select Add or Remove Third Party/CDS Vendor Association

    5. Select the Type of Association: Third Party

    6. Click Next

    7. Select the Address Type:

      1. Mailing Address

      2. Both

      3. Information Only

    8. Search for R365:

      • Name: DYN365 Inc

      • FEIN: 452758311

    9. Select R365 from the search results

    10. Verify the Address Type and Third Party

    11. Enter the Association Start Date

      Ensure that the start date is set with enough time for R365 to begin filing based on the frequency requirements of your organization.

    12. Click Submit

    13. After access has been granted, submit a R365 Support ticket with the following information:
      • Company name
      • FEIN
      • Date access was granted

    For more information, please refer to the jurisdiction's website:

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