Minnesota How to apply for your tax accounts: Link to apply for an unemployment insurance (UI) tax account: https://www1.uimn.org/ui_employer/employer/login.do Link to apply for a withholding tax account: https://www.mndor.state.mn.us/tp/webreg/dcj7za97/#1 We must have your withholding account number to pay your MN withholding taxes. The agency does not accept money until we have an account number. If we have no account number the payment will be late and you will be responsible for the fee. Forms included: 1.) Power of Attorney for Withholding tax (Form REV184) this form allows CBIZ to file your withholding tax returns, make payments on your behalf, and obtain the most up-to-date information about your account. a.) Fill out the first portion of the form; company name, FEIN, and address. b.) Sign and date at the bottom of the form. 2.) Online Access/3 rd party access CBIZ uses the Minnesota Unemployment Insurance website to file tax returns for each client. a.) These instructions are step-by-step. Follow through each one to complete the registration process with the Minnesota Unemployment Insurance website. b.) This must be completed or CBIZ will be unable to file your quarter-end and yearend tax returns.
Power of Attorney Read the instructions on the back before completing this form. Taxpayer s name REV184 Social Security or Minnesota tax ID number (or federal ID number) Spouse s name (if a joint return) Spouse s Social Security number (if a joint return) Street address City State Zip code Expiration date Month Day Year (If a date is not provided, this power of attorney is valid until revoked.) Check one (see instructions): Original your first power of attorney authorizing this appointee Amend changes an existing power of attorney for this appointee Cancel/Revoke cancels a previously filed power of attorney I appoint the following as attorney-in-fact to represent me before the Minnesota Department of Revenue. I understand it is my responsibility to keep my appointee informed of my tax matters and of any matters relating to my nontax debts that have been referred to the department for collection. I also understand that the department does not send copies of all correspondence to my appointee. (For exception, see Election below.) Name of person (appointee) given power of attorney Neal Devlin Name of firm (if applicable) Street address City State Zip code Phone number FAX number The appointee is authorized to provide and receive private and nonpublic information concerning my state taxes and my nontax debts referred to the department for collection, and: I grant full authority to the appointee. The appointee is authorized to perform any and all acts I can perform with respect to my tax matters and to my nontax debts referred to the Department of Revenue for collection. Check this box if the appointee is not authorized to sign tax returns. I grant limited authority for specific tax types, periods and/or duties. Check only the boxes that apply. By checking the boxes, the appointee will be authorized to perform acts on your behalf with respect to only the indicated tax matters. If a specific year or period is not indicated for a selected tax type, the powers granted will apply to all years and/or periods, both past and future: Check this box if the appointee is not authorized to sign the return(s) for the tax matters indicated below. Tax type Year(s) or period(s) Tax type Year(s) or period(s) Individual income tax CBIZ Payroll 2797 Frontage Road, Ste 2000 Roanoke, VA 24017 540-345-6600 540-343-5279 Sales and use tax Property tax refund Partnership tax MinnesotaCare taxes Fiduciary income tax Withholding tax S corporation tax Corporation franchise Nontax debt matters Other (please specify): Comments: Election for appointee to receive all correspondence, including refunds, from the department. If you make this election, you will no longer receive anything including refunds, legal notices and correspondence from the department, and your appointee will receive it all on your behalf. To make this election, complete and attach Form REV184a to this form. The power of attorney is not valid until it is signed and dated. Taxpayer s signature or signature of corporate officer, partner or fiduciary Print name (and title, if applicable) Date Phone Spouse s signature (if joint) Print spouse s name (if joint) Date Phone (Rev. 9/11) Submit a signed copy of this Power of Attorney to the Department of Revenue using one of the following methods: Attach in a secure email to MNDOR.POA@state.mn.us; FAX to 651-556-5210; OR Mail to Minnesota Revenue, Mail Station 4123, St. Paul, MN 55146-4123 ID: 1111
1. Apply for an account number online (page 2 4) 2. Activate your account to file online (page 5) 3. Authorize an agent to have access to your account (page 6-10) 4. Assign roles for the agent to file on your behalf (page 11)
2 ** Should you already have a Minnesota Unemployment Account Number, please proceed to page 5 ** Applying for a Minnesota Unemployment Account Number Log onto www.uimn.org On the left side of the screen, choose Employer Login 2
3 Choose Employer Registration 3
4 You will then be prompted to complete a registration application. Once you have completed the application, you will receive your account number, your tax rate, as well as your user id and password for the online system. You will now proceed to page 6. 4
5 Activating your Minnesota Unemployment Account 1. You will need your UI Employer Account Number. You will also need your Activation Password, which is located in the upper right hand corner of the document that was sent by Minnesota. 2. Should you not have this document, please contact the agency at 651-296-6141 to obtain your password. CBIZ Payroll will not have access to this information; you must contact the agency directly. 3. Upon completion of the account activation, you will be provided with your User ID and Password. Once you obtain your User ID and Password, you will want to return to the Employer Login and enter the site using your User ID and Password. 5
6 You must now assign Agent Roles ** If you do not assign roles to CBIZ Payroll, we will be unable to file your quarterly report and submit payment to Minnesota on your behalf. Should CBIZ Payroll not be assigned roles, your company will be responsible for any late / non filing penalties on the account. With a User ID and Password, you can manage information and tasks by giving secure access to other users (your employees and/or outside payroll agents) through the Role Assignment process. ** For employers who want an agent to manage all or parts of their UI Business, this process is necessary in order for the agent to transact UI Business on behalf of an employer. ** You must have completed the Account Activation process PRIOR to beginning this process. ** To assign roles to an agent; you will need the Agent ID for the agent to whom you are assigning new roles. Agent ID for CBIZ Payroll: AG000093 After accessing the online Minnesota UI System at: www.uimn.org 1. Click on Employer Login and enter your User ID and Password. 2. On the Employer Home Page, click Account Maintenance and then Agent Authorization. 6
7 3. Click Search to view agents who have been authorized to access your account. Click New to authorize a new agent. 7
8 4. On the Assign Agent page, enter the Agent ID (CBIZ Payroll s Agent ID is AG000093) and click Next (our legal name, CBIZ Benefits & Insurance, will be attached to the above Agent ID). 5. To assign roles to the agent, click appropriate role choices under Available Roles (see page 7 you must select items with Assign to CBIZ Payroll in order for CBIZ Payroll to file on your behalf) and click Save. 8
9 6. Agent details are displayed. For each role selected, click Assign Employer Units and select the unit or units for that role to complete the role assignment and click Save. 9
10 7. Repeat the process outlined in #6 for the Wage Detail Update & Submit role. Note: Employers with only one reporting unit or location must also complete Step #5. Checking the box under "Select Employer Units" will select all current and any future units. Units must be assigned for each role. Assigning roles to a new agent or changing roles of an existing agent will generate a mailed notification to both the agent and the employer. 10
11 Role Definitions ** You will see the Specific Role listing below. You will need to choose the roles listed below with (Assign to CBIZ Payroll) within the Specific Role listing in order for CBIZ Payroll to file on your behalf please do not choose any roles that state view only. If you choose any items stating view only, CBIZ Payroll will not have authorization to file your quarterly return or submit payment which will result in a penalty by the State of Minnesota. System Administrator Specific Role Benefits Paid Charges View Only Benefits Paid Charges Update and Submit Claims View Only Claims Update and Submit Tax Payment View Only Tax Payment Update and Submit (Assign to CBIZ Payroll) Wage Detail View Only Wage Detail Update and Submit (Assign to CBIZ Payroll) Account Maintenance View Only Account Maintenance Update and Submit Access Rights Attached to Role Creates users and assigns roles, authority, and account access View only access to benefits paid charges to Employer View and update access to benefits paid charges to Employer View only access to claims information View and update access to claims information View only access to UI Tax Report, taxes paid, and adjustments View and update access to submit UI Tax Report, pay taxes, and adjust taxes View only access to UI Wage Detail Reports View and update access to submit Wage Detail Reports View only access to Employer account information View and update access to manage Employer account information ** Once the roles are assigned, don t for get to proceed to step 6. If reporting units are not assigned, CBIZ Payroll will not be able to file on your behalf. 11