As a Third-Party Administrator (TPA), one of the benefits of the new system is the ability to manage access to clients directly from Employer e-Services with no approval needed from the Employer or the Department via a Declaration of Representative (POA) form. Follow the steps below in Employer e-Services to gain access to clients.
- Click the Accountant Center link and under the Client Information panel followed by clicking the Manage Client link.
- From the list of existing clients, click on any client to change access or remove access to them.
- From the list of blank clients, click the Add link and search for new clients by Name, FEIN, or EAN. Once the client is found, click on the client and add the access needed. Submit and receive confirmation of your submission.
- Log off and back on, and the system will provide the requested access to that client to manage their account.
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NOTE: Tax Access encompasses file and pay access for tax purposes. Benefit access encompasses responding to benefit claims and benefit hearings. Both access levels encompass the ability to view tax rating information, so benefit TPAs have no need to select tax access to take that ability away from the actual tax TPAs. |