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FORM                               STATE OF HAWAII — DEPARTMENT OF TAXATION 
EF-2 
                                                      Hawaii Bulk Filing System  
(REV. 2022)
                                                       (HBFS) Registration

PART I — PARTICIPANT INFORMATION
   NEW Registration     AMENDED Registration    Hawaii Bulk Filer ID No. (Amended Only):
Business Name                                                                                     FEIN

Business Address (Number, Street, City, State, Postal/ZIP Code)                                   Business Phone Number

Check all that apply:             Reporting Agent (Tax preparer, property management company, payroll company,  and others  
                                   who prepare returns for multiple clients or multiple locations for the same client.)
                                  Direct Transmitter (Company that may “transmit” the bulk file to DOTAX for the Reporting Agent.  
                                   A Reporting Agent may also be its own transmitter.)
                                  Software Developer (Company that designs, researches, programs, tests, and maintains the software system.)

PART II — TAX FORMS AND PAYMENT SUPPORTED FOR BULK FILING

Check all that apply:                                                  W-2 Information
                                                                      
HW-14, Withholding Periodic Tax Return                              ACH Debit Bulk Withholding Payments

PART III — CONTACT INFORMATION
Primary Contact Name and Title                                  Phone Number w/extension          Email Address

Secondary Contact Name and Title                                Phone Number w/extension          Email Address

PART IV — TECHNICAL CONTACT INFORMATION
Name and Title                                                  Phone Number w/extension          Email Address

Product Name

List your other product names using the same calculation engines here:

PART V — TECHNICAL REQUIREMENTS
Public-facing IP address(es) your servers will use                                                              
to connect to DOTAX
Public PGP key that DOTAX will use to encrypt                                                                   
acknowledgment files
SSH2 public key to use for SFTP authentication

PART VI — DECLARATION
 Under the penalties of perjury, I declare that I have examined this application, and to the best of my knowledge and belief, it is true, correct, and complete and am 
 authorized to make and sign this statement on behalf of the participant. I state that the participant and its employees will comply with all the requirements for the HBFS 
 and understand that acceptance for participation in HBFS is not transferable. The participant and its employees further understand that non-compliance with any 
 requirements will result in the cancellation of the approval to participate in the HBFS program. The participants and its employees further understand that pursuant to 
 section 231-8.5, Hawaii Revised Statutes, the act of electronically filing tax returns on behalf of any taxpayer shall have the same validity and consequences as the actual 
 signing by the taxpayer. The State of Hawaii, Department of Taxation reserves the right to revoke or suspend participation in the HBFS program.
Authorized Individual Printed Name                                     Authorized Individual Title

Authorized Individual Signature                                        Date

Authorized Individual Phone Number                                     Authorized Individual SSN/PTIN/VPID

                                                                                                                       FORM EF-2 (REV. 2022)



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FORM EF-2 
(REV. 2022)                                                                                                                      PAGE 2

                                               GENERAL INSTRUCTIONS
PURPOSE OF THIS FORM                                                      Note: Reporting agents must obtain Form EF-3, Hawaii Reporting 
Form EF-2 is used by a Reporting Agent, Direct  Transmitter, or           Agent  Authorization,  from  the  taxpayer  before  submitting  any 
Software  Developer  to  register  to  participate  in  the  Hawaii  Bulk returns on behalf of the taxpayer.
Filing System (HBFS). This program allows the mass filing of the          WHERE TO FILE THIS FORM
following:
                                                                          Complete and submit Form EF-2 to Tax.Efile.Test.Bulk@hawaii.
•  Form HW-14, Withholding Periodic Tax Return                            gov.
•  Form W-2 Information
                                                                          WHERE TO OBTAIN INFORMATION
•  ACH Debit Bulk Withholding Payments
                                                                          For information about the Bulk Filing program contact: 
Taxpayers   who  wish    to individually       electronically file 
                                                                           Hawaii Department of Taxation 
tax returns may use the Hawaii  Tax Online service at 
                                                                           Electronic Processing Section 
hitax.hawaii.gov.
                                                                           P. O. Box 259 
Upon  receipt  of  Form  EF-2,  Tax.Efile.Test.Bulk@hawaii.gov  will       Honolulu, HI 96809-0259
send a confirmation email. If additional information is needed, it 
will be included in the confirmation email. Once the pre-certification     Website:  tax.hawaii.gov/eservices 
requirements are met, the Participant will be approved to utilize the      Email:  Tax.Efile.Test.Bulk@hawaii.gov
HBFS.

                                               SPECIFIC INSTRUCTIONS
Please type or print in blue or black ink only. All information on this    •  the participant’s FEIN;
form is required to be completed.                                          •  the participant’s address or telephone number;
NOTE: An incomplete and unsigned form will not be accepted.                •  the transmitter/developer functions;
PART I — PARTICIPANT INFORMATION                                           •  contact’s information;
NOTE: A new EF-2 registration form is required to register a new           •  technical contact’s information;
participant. Registration is not transferable.                             •  technical requirements; or
Please check whether this is an application for a new registration or      •  authorized individual’s information.
an AMENDED registration. If this is an Amended registration, enter        PART II — TAX FORMS AND PAYMENT SUPPORTED 
the participant’s Hawaii Bulk Filer ID Number.                            FOR BULK FILING
Part I is to be completed with the Reporting Agent,  Direct               Check boxes to indicate all that apply to this bulk filing application.
Transmitter,  orSoftware Developer Information. 
                                                                          PART III — CONTACT INFORMATION
•  A reporting agent is an accounting service, payroll service 
  provider,  franchiser,  bank, preparer or person who is                 Enter the information of the liaison(s) who will be the contact for the 
  authorized to file taxes for the taxpayer.                              participant in all matters relating to bulk filing.
•  The direct transmitter receives prepared returns and serves            PART IV — TECHNICAL CONTACT INFORMATION
  as a pass-through, transmitting the returns to the appropriate          Enter the information of the technical contact, this person will be 
  agencies on behalf of  the  taxpayer.  The transmitter                  contacted for all technical issues. Please let us know the product 
  receives  acknowledgments  from taxing  agencies  which  are            name or any other names using the same calculation engine.
  forwarded on to their clients. The transmitter has authority to 
  communicate with taxing agencies on behalf of their clients             PART V — TECHNICAL REQUIREMENTS
  regarding the success of the transmission, but does not have            Provide information for all lines in this part. For the Public PGP and 
  authority to communicate with taxing agencies regarding the             SSH2 Keys attach your files when submitting Form EF-2 via email 
  data that is transmitted.                                               at Tax.Efile.Test.Bulk@hawaii.gov. Enter ATTACHED in the space 
•  A software developer is a company that provides desktop or             provided on the form.
  online software to aid taxpayers and reporting agents in filing         PART VI  — DECLARATION AND SIGNATURE
  taxes. The software user could then add on additional services 
                                                                          This area is to be completed by an individual who has the authority 
  such as a transmitter model to file their taxes electronically.
                                                                          to sign on behalf of the participant. Carefully read the declaration 
Amended Form EF-2. Participants must submit an amended Form               and sign, date, and print name and title. This part must be fully 
EF-2 to DOTAX to update the information contained on their most           completed and signed.
current form when there are changes involving:
the  business  name,  the  firm  name,  or  doing  business  as 
  (DBA) name(s);

                                                                                                                  FORM EF-2 (REV. 2022)






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