Pennsylvania State Income (Withholding) Tax: Completing the Bulk Filer Authorization

1. Login to your Pennsylvania e-Tides online services account, website:

   https://www.etides.state.pa.us/Home/Index. You will need to click “Log On” in the left pane under “Options”, or scroll down to the bottom of the page and click on “Enter e-Tides”. If you don’t have your login credentials, you will need to either utilize the “Register”, “Reset UserID/Password”, or the “Get Assistance” function.

   NOTE:

   Namely-action is required before completing the rest of this authorization. If you haven’t communicated your PA SIT ID # to Namely yet, please do so before continuing, as Namely must request Account Access before you can approve it.

2. Once you’re logged in, you should be at the “Welcome to e-TIDES” page. Click on “Enterprise Maintenance” in the left pane under “Tax Functions”.

3. Once you’re on a page that displays “Please select a tax system to continue”, select “Employer Withholding Tax” in the dropdown menu and click “Next”.

4. Once you’re on a page that displays “Enterprise Select; Employer Withholding Tax”, select “<COMPANY NAME> (<Employer Withholding Tax ID #>)”, and click “Select”.

   NOTE:

   The “< >”s are used to illustrate what information should be shown in the dropdown menu.

5. Now, you should be sent to a page that displays a table with a heading “Employer Withholding Tax”. Please confirm that the information matches your records. If the information looks correct, select the circle for “Reassign Administrative Functions” below the table, then click “Next”. If the information looks incorrect, please contact your Implementation Coordinator / Account Manager, as you might not have a PA SIT ID # or online services account.

6. Once you’re on the “Reassign Administrative Functions” page, navigate to the portion of the table that has a header “Tax Account and Filing Functions”. Select the circle next to “Neil Friedman” and click “Submit”. If you don’t see “Neil Friedman” as an option, please contact your Implementation Coordinator / Account Manager.

   NOTE:

   Please do NOT select the circle for “Neil Friedman” under the “Enterprise Maintenance and Administrative Functions” table, as Namely is only concerned with payroll taxes.

7. Once you’ve clicked “Submit”, you will be brought back to the “Employer Withholding tax table page, with a message in red indicating that the changes have been made.

At this point, you’re all set! Please notify your Implementation Coordinator / Account Manager that this process have been completed. Then, Namely’s Tax Team will verify the authorization.

Last Updated: 6/7/2017