HomeMy WebLinkAboutHTAT-2 Bulk Filers Registration Form Revised February 2025
FORM HTAT-2
(Revised 2/2025)
COUNTY OF HAWAI'I — DEPARTMENT OF FINANCE
Bulk Filers Program (BFP) Registration
PART I — PARTICIPANT INFORMATION
NEW Registration AMENDED Registration
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, or
others that prepare returns for multiple clients and/or multiple locations for the same
client).
Direct Transmitter (Company that may "transmit" the bulk file to HCTAT 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 — PRIMARY CONTACT INFORMATION
Name and Title Phone Number w/extension
E-mail Address Fax Number
PART III — TECHNICAL CONTACT INFORMATION
Name and Title Phone Number w/extension
E-mail Address Hawai'i Bulk Filer ID Number (For Amended Only)
PART IV — FINANCIAL INFORMATION
Financial Institution Name Bank Account Number Routing and Transit Number
PART V - DECLARATION
Print Name of Authorized Individual Title
Signature Date
Authorized Individual’s Phone Number SSN/PTIN/VPID of Authorized Individual
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
BFP and understand that acceptance for participation in BFP 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 BFP program. The participants and its employees further understand that
pursuant to section 231-8.5, Hawaiʻi 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 County of Hawai'i, Department of Finance reserves the right to revoke or suspend participation in the BFP.
FORM HTAT-2 (Revised 2/2025)
Department Use Only
Registration Date
Added to BFP
HTAT Blk Filer ID Number
IRS-assigned EFIN or ETIN
Employee Initials
FORM HTAT-2
(Revised 2/2025) PAGE 2
GENERAL INSTRUCTIONS
PURPOSE OF THIS FORM
Form HTAT-2 is used by a Reporting Agent, Direct
Transmitter, or Software Developer to register to participate
in the County of Hawai'i's Bulk Filers Program (BFP).
This program allows the mass payment attributable to the
County of Hawai'i's Transient Accommodations Tax
(HCTAT).
When we receive Form HTAT-2, we will phone
and/or email the pre-certification requirements to
the contact person listed on Form HTAT-2. Once the
pre-certification requirements are met, the Participant
will be approved to utilize the BFP.
Note: Reporting Agents must obtain Form HTAT-3,
Hawaiʻi Reporting Agent Authorization, from the
taxpayer before submitting any payments on behalf
of the taxpayer.
WHERE TO FILE THIS FORM
Please mail the completed Form HTAT-2
to: COUNTY OF HAWAI'I
DEPARTMENT OF FINANCE
IC & TAT OFFICE
ATTN: BULK FILERS PROGRAM
25 AUPUNI STREET, STE 1101
HILO, HI 96720
WHERE TO OBTAIN INFORMATION
For information about the Bulk Filing program contact:
Phone: (808) 961-8793
Website: www.hawaiicounty.gov/tat
E-mail: hawaiicountytatbulkfilers@hawaiicounty.gov
SPECIFIC INSTRUCTIONS
Please type or print in blue or black ink only. All
information on this form is required to be completed.
NOTE: An incomplete and unsigned form will not be accepted.
PART I — PARTICIPANT INFORMATION
NOTE: A new HTAT-2 registration form is required to
register a new participant. Registration is not transferable.
Please check whether this is an application for a
new registration or an AMENDED registration.
Amended Form HTAT-2. Participants must submit an
amended Form HTAT-2 to the TAT Office to update
the information contained on their most current form when
there are changes involving:
• the participant’s name, the firm name, or doing business
as (DBA) name(s);
• the participant’s FEIN;
• the participant’s address or telephone number;
• the participant’s electronic filing functions performed;
• primary contact’s information;
• technical contact’s information; or
• authorized individual’s information.
This Part is to be completed with the Reporting Agent,
Direct Transmitter, or Software Developer Information.
• A reporting agent is an accounting service, payroll
service provider, franchiser, bank, preparer or person
who is authorized to file taxes for the taxpayer.
• The direct transmitter receives prepared returns and
serves as a pass-through, transmitting the returns to the
appropriate agencies on behalf of the taxpayer. The
transmitter receives acknowledgments from taxing
agencies which are forwarded on to their clients. The
transmitter has authority to communicate with taxing
agencies on behalf of their clients regarding the success
of the transmission, but does not have authority
to communicate with taxing agencies regarding the data
that is transmitted.
• A software developer is a company that provides
desktop or online software to aid taxpayers and
reporting agents in filing taxes. The software user could
then add on additional services such as a transmitter
model to file their taxes electronically.
PART II — PRIMARY CONTACT INFORMATION
Enter the primary contact person’s name and title, daytime
telephone number, and fax number. This is the person who
is the liaison for the participant in all matters relating to bulk
filing.
IMPORTANT – Provide an e-mail address(es)
where correspondence, including updates, should be sent.
PART III — TECHNICAL CONTACT INFORMATION
Enter the technical contact person’s name and title, daytime
telephone number, and e-mail address. This is the person
who should be contacted for technical related issues. If the
technical contact is a direct transmitter or software
developer, enter the HTAT Bulk Filer ID Number.
PART IV — FINANCIAL INFORMATION
Provide Financial Institution name, bank account number
and routing and transit number of the account payments will
be made from.
PART IV — DECLARATION AND SIGNATURE
This area is to be completed by an individual who has
the authority to sign on behalf of the participant. Carefully
read the declaration and sign, date, and print name and title.
This part must be fully completed and signed.
FORM HTAT-2 (Revised 2/2025)