Enlarge image | 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) |
Enlarge image | 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) |