Granting Third-Party Access for Payroll Taxes (States A-M)

How do I grant BambooHR third-party access to my state (A-M) tax accounts? 

Purpose: This guide will provide the necessary information needed to set up third-party access for BambooHR within each state you are registered (states A-M). 

Need help granting third-party access for state names N-Z? Check out this guide here!

Figuring out where to find your company tax information can be challenging. For some help, check out this help guide. If you need help registering your company with a certain state, click here!


Granting third-party access within each state

We require that you grant BambooHR third-party access to your tax account on the E-Services website for each state in which you have active employees. This ensures the accuracy of your tax ID numbers, rates, and status. Please note that access can only be granted once a tax ID has been entered in BambooHR. You can find instructions on access for each applicable state below.

When setting up each state, you should only grant the requested access and ensure that notices continue being mailed to you, not BambooHR. If you receive a notice, you can forward that to BambooHR Support for research and resolution.

Alabama

Alabama - Unemployment Account

To easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Alabama Unemployment. Please complete the POA and remit to the agency contact information on the form.

Alabama - Withholding Account

To easily service your account as a third-party payroll provider, we are requesting access to your Alabama Withholding account. Please send the access Sign-on ID and Access Code information to [email protected].  Please follow the steps below to quickly find the notice.

  1. Log into My Alabama Taxes
  2. Click View/Print mail from ADOR under the Accounts Tab
  3.  View notice with Type - Online Filing Info - and you will find the Sign-On ID and Access Code information
Alaska

Alaska - Unemployment Account

At this time, we do not require Third-Party Access for Alaska Unemployment.

Arizona

Arizona - Withholding Account

To easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Arizona Withholding. Please complete the POA and email it to [email protected].

Arizona - Unemployment Account

To easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Arizona Unemployment. Please complete the POA and remit it to the address on the form. 

If you filed an Arizona Joint Tax Application (form JT-1/UC-001) and submitted it to the License & Registration Section of Department of Revenue (Withholding department), then they will then forward a copy to DES (Unemployment department). The information you provide to DES on this form will be used to determine whether or not you are liable to pay Arizona Unemployment Insurance (UI) taxes.

Arkansas

Arkansas - Withholding Account

At this time, we do not require Third-Party Access for Arkansas Withholding.

Arkansas - Unemployment Account

At this time, we do not require Third-Party Access for Arkansas Unemployment.

California

California - Withholding Account

At this time, we do not require Third-Party Access for California Withholding.

California - Unemployment Account

At this time, we do not require Third-Party Access for California Unemployment.

Colorado

Colorado - Paid Family Leave

In order to file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Colorado Paid Family Leave account. Please follow the instructions below.

  1. Log in to your CO My FAMLI+ Employer account.
  2. Under "Manage Accounts"
    • In the "Third Party Administrator" section, enter "BambooHR Payroll LLC."
  3. For further assistance, contact the tax agency at (866) 263-2654.

Colorado - Unemployment

In order to file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Colorado Unemployment account. Please follow the instructions below:

  1. Log in to your MyUI Employer+ account.
  2. Follow these instructions: How to Assign a Third-Party Administrator.
    • TPA Name: BambooHR Payroll LLC
    • BambooHR TPA ID: 500003628
    • Please grant us all TPA permissions and roles.
  3. For further assistance, please contact the tax agency at (303) 318-9100.
Connecticut

Connecticut - Unemployment

To easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Connecticut Unemployment. Please complete the POA and remit to the agency contact information on the form. If there is no agency contact information, please email it to [email protected].

Delaware

Delaware - Withholding Account

At this time, we do not require Third-Party Access for Delaware Withholding.

Delaware - Unemployment Account

At this time, we do not require Third-Party Access for Delaware Unemployment.

District of Columbia

District of Columbia - Withholding Account

If you have not already done so, please create an account on the District of Columbia Office of Tax and Revenue. We will then request third-party access through the website.  This will help with filing, paying, and monitoring your District of Columbia State Withholding tax account.

District of Columbia - Unemployment Account

To easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with the District of Columbia Unemployment. Please follow the instructions below. Please note that District of Columbia unemployment and District of Columbia Paid Family Leave share the same tax ID.

  1. Log in to the District of Columbia Employer Self-Service Portal
  2. Complete the POA form. Please note* Wet Signature and initials are required. The state will not accept electronic signatures. 
  3. Upload the POA form.

If you are still being represented by your old provider please follow the steps below to add BambooHR as your agent.

  1. Log in to District of Columbia Employer Self Service 
  2. Select Account Maintenance on the left side of the screen.
  3. On the next screen, select the second box Agent Assignment.
  4. Click on the Add Agent and enter DC6Q8Y. 
  5. In the Agent Assignment screen, click Select POA to upload the document. The document must be in PDF format. 
  6. Click Upload
  7. Assign the following roles and enter the Access Begin Date as the first day of the quarter. The access end date is optional but if provided, must be the last day of a quarter: 
    • Wage reporting (original and amended)
    • Payment Submission
    • Account Maintenance (view and update)
  8. Click the Save button on the top of the screen to complete the Agent assignment.

District of Columbia - Paid Family Leave Account

District of Columbia Unemployment and District of Columbia Paid Family Leave are filed on the same form and share the same Tax ID. Please see the Power of Attorney instructions under District of Columbia Unemployment.

Florida

Florida POA

To easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file. Please complete the POA and remit it to the agency by mail or fax at 850-488-5997.

Florida Department of Revenue

PO Box 6510

Tallahassee, FL 32314-6510 

Georgia

Georgia - Withholding Account

At this time, Third-Party Access is required to complete amendments only. No action is required to provide access or POA for Georgia Withholding.

Georgia - Unemployment Account

In order to easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Georgia Unemployment. Please complete the POA and remit to [email protected].

Hawaii

Hawaii - Withholding Account

To easily service your account as a third-party payroll provider, we are requesting access to your Hawaii Withholding account. Please send the Letter ID to [email protected].  The Letter ID is found in the upper right-hand corner of the registration notice.

Hawaii - Unemployment Account

To file and pay timely on your behalf as a third-party payroll provider, we must have access to your Hawaii Unemployment account. Once your Hawaii Unemployment tax ID has been entered, we will request third-party access. The request will be sent to the email address used during the initial registration. Please use the instructions below to approve the request.

  1. The administrator will log in to Hawaii Unemployment
  2. Click on User Management
  3. Click Actions where you will see BambooHR Payroll and then click Approve.
  4. Click on Edit
  5. Under "Rights", check off Select All 
  6. Click Save User
Idaho

Idaho - Withholding Account

In order to easily service your account as a third-party payroll provider, we are requesting access to your Idaho Withholding account. You will receive a letter in the mail with a TAP Access Code (it may take a couple of weeks). Once you receive this TAP Code, please forward it to [email protected]. Please also complete this Power of Attorney (POA) form and fax it to (208) 334-5364.

Idaho - Unemployment Account

In order to easily service your account as a third-party payroll provider, we are requesting access to your Idaho Unemployment account. A request will be sent to the administrator on file. Please have the administrator login to the Idaho Unemployment portal and approve this access request. You can also send the agency-assigned PIN found on the initial registration notice from the agency to [email protected]. Please also complete this Power of Attorney form and fax it to (208) 334-6301.

Illinois

Illinois - Unemployment Account

To easily service your account as a third-party payroll provider, we are requesting access to your Illinois Unemployment account. Please sign both the POA and UI-1M to grant BambooHR Payroll authorization and fax them to the number on the form.

Indiana

Indiana - Unemployment Account

To file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Indiana Unemployment account. Please follow the instructions below.

  1. Log in to the Indiana Unemployment Portal
  2. Select Maintain Account tab
  3. Select User Information
  4. Expand the “External Account Authorizations (Agents)” section
  5. Click Add Agent
  6. Fill out the search information
    • Agent Business Name: BambooHR
    • Agent ID: 110135
  7. Click Search
  8. On the BambooHR Payroll LLC record, click Next
  9. Set the Authorization Level to “Wage Records”
  10. Check the box under the Important Information
  11. Select Next
  12. Please email [email protected] to notify us of the access. The agency will not send us a notification that access has been provided.

Indiana - Withholding Account

To easily service your account as a third-party payroll provider, we would like to request third-party access. After you have entered your Location ID into the system please let us know when to submit the request through the agency portal by emailing [email protected]. Please follow the instructions below once you receive the request.

  1. Once we request access an email will be sent to the admin on file to approve.
  2. Log into your InTime account here.
  3. Please email [email protected] to notify us of the access. The agency will not send us a notification that access has been provided.
Iowa

Iowa - Withholding Account

To easily service your account as a third-party payroll provider, we are requesting access to your Iowa Withholding account. Please follow the instructions below.

  1. Log in GovConnect
  2. Locate your IDR ID under the company name and send it to [email protected] 

Iowa - Unemployment Account

To file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Iowa Unemployment account. Please follow the instructions below.

  1. Log into Iowa Unemployment
  2. Click Users
  3. Click Assign Agent to the left
  4. Enter our agent ID R2416521
  5. Assign us the following roles:
    • Maintain Account
    • Manage Payment
    • Submit/Change Wage Detail
    • View Transaction History
  6. Click Save
Kansas

Kansas - Withholding Account

To easily service your account as a third-party payroll provider, we are requesting access to your Kansas Withholding account. Please follow the instructions below.

  1. Email the assigned 6 to 16-digit numeric or alphanumeric code, not to be confused with your tax ID, to [email protected]
  2. Contact the Electronic Services unit at 785-296-6993 or e-mail [email protected] if you do not have your access code. You should receive a response within two business days.

Kansas - Unemployment Account

To file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Kansas Unemployment account. Please follow the instructions below.

  1. Sign in to Kansas Unemployment
  2. Navigate to the Accountant or Professional Leasing Organization (PEO) Account Administration Section. 
  3. Select Enable my accountant to file my Quarterly Wage Report.
  4. Enter our Username: TRAXPayroll and click Add User. 
  5. Please email [email protected] when completed.
Kentucky 

Kentucky - Withholding

At this time, we do not require Third-Party Access for Kentucky Withholding.

How to select the correct KY WH frequency in your BambooHR account: 

  • Annual due 01-31 = Annual Frequency
  • Kentucky Twice Monthly = Twice Monthly Frequency
  • M15 Year End Due 1-31 = Monthly Frequency
  • Quarterly = Quarterly Frequency

Kentucky - Unemployment Account

At this time, we do not require Third-Party Access for Kentucky Unemployment.

Louisiana

Louisiana - Unemployment Account

To file and pay taxes on your behalf as a third-party payroll provider, we must have access to your Louisiana Unemployment account. Please follow the instructions below.

Step 1:

  1. Log into the Louisiana Unemployment portal.
  2. Under Employer Services, select Manage Power of Attorney
  3. Select Add POA and enter the following
    1. Agency (TPA) Federal ID#: 830890649 
    2. Broker number: XIXPUXOY
    3. Authorization Type: Tax
    4. Complete your company information

Step 2: 

  1. Under Link Agent Account, enter the following: 
    1. Agent Access Code: XIXPUXOY 
    2. Agency (TPA) Federal ID#: 830890649

Agent Mailing Address:

BambooHR Payroll LLC
42 Future Way
Draper, UT
84020

All correspondence should be directed to your company’s mailing address.

Maine

Maine - Withholding Account

In order to easily service your account as a third-party payroll provider, we are requesting access to your Maine Withholding account. BambooHR will submit a request to the agency for access to your account. Your Maine Withholding account administrator will receive an email/notification from Maine Dept. of Revenue to approve the access request. 

When you receive the agency notification, please follow the steps to approve access:

  1. Go to this URL: https://revenue.maine.gov/_/
  2. Enter your Username and Password, and click Log in.
  3. Click the Manage My Profile link in the upper-right part of the home page.
  4. Switch to the More... tab.
  5. In the Access tile, click the Pending Third Party Requests link.
  6. Grant the appropriate access rights to the service provider, and click Submit.

Maine - Unemployment Account

In order to easily service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Maine Unemployment. Please complete the POA and remit to [email protected].


Maryland

Maryland - Withholding Account

  1. Register for an account through Maryland Tax Connect if you have not done so already. Your account should be an "Administrator" account.
    • Here is a link to a tutorial video from the state showing how to create an account (you will need the PIN that was in a letter sent by the state at the beginning of 2024).
  2. Log in and hover over "Profile Information."
  3. Click Add Authorized User and enter the following information without quotation marks:
    • User ID: "BambooHR"
    • Registration Confirmation: "TU00000063831"
  4. Click Submit.
  5. Send an email to [email protected] confirming access has been granted.

If you do not have your PIN, you may contact the Comptroller of Maryland at 410-260-7980 for assistance obtaining it.

Maryland - Unemployment Account

In order to file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Maryland Unemployment account. Please follow the instructions below.

  1. Complete the Power of Attorney (POA) and save for uploading to the agency website in Step 8.
  2. Log into Maryland’s Employer Account website.
  3. Click Account Maintenance on the left-hand side.
  4. Click Client Agent Assignment.
  5. Click Add Agent.
  6. Under Search Agent, enter the agent ID # MD4T3R.
  7. Click Search - TRAXPayroll’s / BambooHR’s information will appear.
  8. Click Select POA and find the form you completed in Step 1 above.
  9. Under Assign Roles, select:
    • Wage Submission
    • Payment submission
    • Account Maintenance updates
  10. Enter a start date (this can be the start of the first quarter we will file your payroll tax reports, e.g. 4/1/2022, no end date is needed. (Note: the start date must be after your liability start date with the agency).
  11. Click Save to complete the access assignment.
  12. Send an email to [email protected] confirming access has been granted.
Massachusetts

Massachusetts - Paid Family and Medical Leave

In order to easily service your account as a third-party payroll provider, we are requesting access to your Massachusetts Paid Family Medical Leave account. Following the entry of the Massachusetts Paid Family Medical Leave tax account number, BambooHR will submit a request to the agency for access within 30 days of account entry. You will receive an email from MassTaxConnect. When you receive the agency notification, please follow the steps to approve access:

  1. Register for Paid Family and Medical Leave with Mass Gov
    • Note: We will request third-party access through the portal. The admin on file will receive an email to approve the request. Please follow the instructions below to approve access:
  2. Log in to MassTaxConnect.
  3. Select the Manage My Profile in the top right section of the panel.
  4. Select the More… tab and then the View Access Requests from Third Parties hyperlink in the Third Party Access panel. 
  5. Select the Approve hyperlink.
  6. Select the check box in the Give Rights column to BAMBOOHR PAYROLL LLC.

Email [email protected] once access has been provided.

Massachusetts - Withholding Account

In order to easily service your account as a third-party payroll provider, we are requesting access to your Massachusetts Withholding account. Following the entry of the Massachusetts Withholding tax account number, BambooHR will submit a request to the agency for access within 30 days of account entry. You will receive an email from MassTaxConnect. When you receive the agency notification, please follow the steps to approve access:

  1. Create an account with MassTaxConnect.
    1. Note: We will request third-party access through the portal.  The admin on file will receive an email to approve the request. Please follow the instructions below to approve access:
  2. Login to MassTaxConnect.
  3. Select the Manage My Profile in the top right section of the panel 
  4. Select the More… tab and then the View Access Requests from Third Parties hyperlink in the Third Party Access panel. 
  5. Select the Approve hyperlink.
  6. Select the check box in the Give Rights column to BAMBOOHR PAYROLL LLC.
  7. Email [email protected] once access has been provided.

Please note: 

  • Monthly 15 and EOM is the Monthly pay frequency in MassTaxConnect.
  • Quarter Monthly (Weekly), which requires tax payments as frequently as weekly/biweekly and file Quarterly is the Depository pay frequency in MassTaxConnect
  • Quarterly is the Quarterly pay frequency in MassTaxConnect (Filed and paid quarterly- Different than Depository)
  • Annual is the Annual pay frequency in MassTaxConnect (Filed and paid annually)

Massachusetts - Unemployment Account

In order to file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Massachusetts Unemployment account. Please follow the instructions below.

  1. Log in to the MA UI Online Portal
  2. Select Additional Services
  3. Select Access Management
  4. Select Manage third party administrator
  5. Select Add third party administrator
  6. Select Agent ID
    1. Note: We are TPA (Agent) ID 101362 (BambooHR)
  7. Select The employer account for the role of wage reports and make payments
  8. Answer “No” to “Do you want to grant this third party administrator access to perform benefit charges protest or wage and separation mailing”.
  9. Click Submit
Michigan

Michigan - Withholding Account

At this time, we do not require Third-Party Access for Michigan Withholding.

Michigan - Unemployment Account

At this time, we do not require Third-Party Access for Michigan Unemployment.

Minnesota

Minnesota - Withholding Account

To easily service your account as a third-party payroll provider, we request access to your Minnesota Withholding account. The account administrator on your online account will receive a notification to approve the access request following your first payroll run with the new tax.

Minnesota - Unemployment Account

Note: You MUST assign BambooHR as the agent.

To file and pay timely on your behalf as a third-party payroll provider, we are required to have access to your Minnesota Unemployment account. Please follow the instructions below.

  1. Log into the state’s website Minnesota Unemployment Website - Employer
  2. On the Employer Home Page, click Account Maintenance and then click Agent Authorization
  3. Click Search to view agents who have been authorized to access your account
  4. Click New to authorize a new agent
  5. On the Assign Agent page, enter the Agent ID (AG003076) and click Next
  6. To assign all roles to the agent, select the appropriate role choices under Available Roles, and click Save:
    1. Account Maintenance Update & Submit;
    2. Wage Detail Update and Submit;
    3. Tax Payment Update and Submit;
    4. Note: UI Claims and Benefits are handled by your internal department. Please do not select these roles as confidential information regarding UI Claims does not go to BambooHR Payroll.
  7. After Assigning the Roles to the Agent. The Agent details displaying each role will be listed. 
    1. Note: For each role selected, click Assign Employer Units and select the unit (1) for that role, and click Save. This will allow BambooHR Payroll, the Agent User, to report for each role assigned.

If you need any assistance with your account for agency authorization, please call the agency at 651-296-6141 option 4 to ensure your account is set up correctly for granting Third Party Access.

Mississippi

Mississippi - Withholding Account

To easily service your account as a third-party payroll provider, we are requesting access to your Mississippi Withholding account. Once you create an online account for Mississippi Withholding the agency will mail a confirmation letter. Please email the letter that includes the Letter ID at the top right corner to [email protected].

Mississippi - Unemployment Account

To service your account as a third-party payroll provider, we need a Power of Attorney (POA) on file with Mississippi Unemployment. Once you create an online account for Mississippi Unemployment, please complete the POA and remit it to [email protected] or fax it to 601-321-6173.

Missouri

Missouri - Withholding Account

To easily service your account as a third-party payroll provider, we request access to your Missouri Withholding account. Please follow the instructions below.

  1. Log into your online portal at My Missouri
  2. Choose the Profile Information option
  3. Choose the Manage Authorized Preparers option
  4. Click Add New Authorized Preparer
    1. Enter User ID: BambooHR2022
    2. Enter Registration Confirmation Number: 9901004392583
  5. Click Next
  6. Check the box for View
  7. Click Taxpayer Functions
  8. Check the boxes:
    1. File Returns for All Taxes 
    2. Make Payments for All Taxes (page 2)
  9. Choose Tax Type Authorizations
  10. Employer Withholding tax-effective dates select 1/1/20XX effective dates
  11. Check the boxes:
    1. File Returns for All Taxes
    2. Make Payments for All Taxes
  12. Click Okay
  13. Enter the start date 1/1/20XX or the date of onboarding. Leave the end date blank.
  14. Click Save

Missouri - Unemployment Account

To easily service your account as a third-party payroll provider, we are requesting a Power of Attorney (POA) on file with Missouri Unemployment. Please complete the POA and remit to the agency contact information on the form.

Montana

Montana - Withholding Account

To easily service your account as a third-party payroll provider, we are requesting access to your Montana Withholding account. After you have entered your tax account number into BambooHR please let us know when to submit the request through the agency portal by emailing [email protected]. Please follow the instructions below once you have received the request. 

  1. Create an account with the Montana Department of Revenue
    1. Note: We will request third-party access through the portal.  The admin on file will receive an email to approve the request.

Montana - Unemployment Account

To easily service your account as a third-party payroll provider, we are requesting access to your Montana Unemployment account. Please follow the instructions below.

  1. Create an account with the Montana Department of Labor.  
  2. Complete the Power of Attorney (POA) form
  3. Forward the POA as a PDF attachment to [email protected]. We will submit the POA on your behalf.