IRES--Appointed Representatives (Internet)

Integration Registration Services (IRES) System

IRES Internet Screens (Appointed Representative)

IRES--Appointed Representatives (Internet)

OMB: 0960-0626

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Download: pdf | pdf
The highlighted screens below are for Appointed
Representative Registration only.

BSO Main ....................................................................................................................................... 4
[Welcome] Welcome to Business Services Online ................................................................ 4
[Spanish] Instrucciones e información para empleadores ...................................................... 5
[SuiSer] BSO Suite of Services .............................................................................................. 6
Login/Logout .................................................................................................................................. 7
#Online Services - Log In ....................................................................................................... 7
[LogOut] Log Out of BSO...................................................................................................... 9
[Help] BSO Login and Registration Help Topics................................................................... 9
Main Menu.................................................................................................................................... 15
[MainMenu] Main Menu ...................................................................................................... 15
[RptWageM] Report Wages to Social Security – Menu....................................................... 15
[FormW2M] Submit or Resubmit Wage File, W-2 Online, and W-2c Online and View
Submission Status ................................................................................................................. 16
[WgReSub] Resubmission Notice Processing ...................................................................... 17
[ViewWage] View File/Wage Report Status with Name/SSN............................................. 17
[Vssn] Social Security Number Verification Service ........................................................... 18
[1694] Form SSA-1694 Request for Business Entity Taxpayer Information....................... 18
User Registration .......................................................................................................................... 19
#Create a Log In Account - Provide Information ................................................................. 19
#Create a Log In Account - Create Password....................................................................... 20
#Create a Log In Account - Review & Submit..................................................................... 21
#Create a Log In Account - Next Steps ................................................................................ 22
[ComPR] Complete Phone Registration ............................................................................... 23
[CPRSuc] Complete Phone Registration Success................................................................. 23
BSO Account Maintenance …………………………………………………………………….. 24
BSO Request Access to Services ………………………………………………………… 25 & 26
#Appointed Representative Services - Getting Access................................................................. 27
#Validate Identity - Provide Information.............................................................................. 28
#Validate Identity - EIN Failure ........................................................................................... 29
#Validate Identity - SE Failure ............................................................................................. 30
#Validate Identity - Review & Submit ................................................................................. 31
#Validate Identity - Confirmation......................................................................................... 32
#View / Edit Account Information ....................................................................................... 33
#Edit Personal Information ................................................................................................... 34
#Edit Personal Information - Confirmation .......................................................................... 35
#Edit Security Questions....................................................................................................... 36
#Edit Security Questions - Confirmation.............................................................................. 37
Employer Information................................................................................................................... 38
[EmpInfoAtt] Employer Information Attestation ................................................................. 38
[AddEmp] Add Employer Information................................................................................. 39
[AEmpSuc] Add Employer Information Successful............................................................. 39
[UpdEmp] Update Your Employer Information................................................................... 40
[UEmpSuc] Update Your Employer Information Successful............................................... 40
#SSA Online Services - Log in #2................................................................................................ 41
#Appointed Representative Services - Main Menu (w/o Activation)................................... 42

#Enter Activation Code(s) .................................................................................................... 43
#Enter Activation Code(s) - Confirmation ........................................................................... 44
#Appointed Representative Services - Main Menu (w/ Registration) .................................. 45
#IRES AR Account Access .......................................................................................................... 45
#Appointed Representative Services - Main Menu .............................................................. 45
#Request Access to Services - Select Affiliation.................................................................. 46
#Request Access to Services - MEF Failure......................................................................... 47
#Request Access to Services - Select Services ..................................................................... 48
#Request Access to Services - Select Services - Provide Cell Phone Number .................... 49
#Request Access to Services - Select Services - Verify Cell Phone Number ...................... 50
#Request Access to Services - Review & Submit ................................................................ 51
#Request Access to Services - Next Steps............................................................................ 52
#Change Secure Cell Phone.................................................................................................. 53
#Change Secure Cell Phone - Enter OTP (w/Cell)............................................................... 54
#Change Secure Cell Phone - Enter OTP (w/Notice)........................................................... 55
#Change Secure Cell Phone - Request Notice...................................................................... 56
#Change Secure Cell Phone - Request Notice - Confirmation ............................................. 57
#Change Secure Cell Phone - Provide New Cell Phone Number......................................... 58
#Change Secure Cell Phone - Verify New Cell Phone Number........................................... 59
#Change Secure Cell Phone - Confirmation......................................................................... 60
#Change Password ................................................................................................................ 61
#Change Password - Confirmation ....................................................................................... 62
#Disable Account.................................................................................................................. 63
#Disable Account - Confirmation......................................................................................... 64
#View / Update Services....................................................................................................... 65
#Remove Services................................................................................................................. 66
#Remove Services - Confirmation........................................................................................ 67
#View Pending Services ....................................................................................................... 68
#View Pending Services - Confirmation of New Notice Request........................................ 69
#Enter Activation Code(s) .................................................................................................... 70
#Enter Activation Code(s) - Confirmation ........................................................................... 71
#Electronic Records Express - Home ................................................................................... 72
#Secure Service - Enter One-Time Password....................................................................... 73
Request Access to BSO Services.................................................................................................. 74
[AASvc] Activate Access to BSO Services.......................................................................... 74
[AccSvcSuc] Activate Access to BSO Services Successful ................................................. 74
[RRAC] Re-Request Activation Code .................................................................................. 75
[RRACSuc] Re-Request Activation Code Successful.......................................................... 75
[SelSrv] Request Access to BSO Services - Select Suite of Services .................................. 76
[DisplayEmpInfo] Employer Information ............................................................................ 76
[EmpInfoNA] Request Access to BSO Services - Employer Information Not Available ... 77
[RptWages] Request Access to BSO Services - Report Wages to Social Security .............. 77
[ViewFile] Request Access to BSO Services - View File/Wage Report Status, Errors and
Error Notices......................................................................................................................... 78
[SSNVS] Request Access to BSO Services - Social Security Number Verification Service
(SSNVS) ............................................................................................................................... 78
IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

2

[Frm1694] Request Access to BSO Services - Complete Form SSA-1694 Business
Taxpayer Information Form.................................................................................................. 79
[ReqSum] Request Access to BSO Services - Request Summary........................................ 79
[RAccSuc] Request Access to BSO Services Confirmation................................................. 80
Password Pages............................................................................................................................. 80
[SupKBA] Supply Answer to Forgot Password Questions .................................................. 80
[FMPwd] Forgot Password ................................................................................................... 81
[FMPwdSuc] Forgot Password Update Successful .............................................................. 81
[ReqPwdMail] Request Password by Mail ........................................................................... 82
[ReqPwdSucc] Request Password by Mail Success ............................................................. 82
[CPwd] Change Password..................................................................................................... 83
[CPwdSuc] Password Change Successful ............................................................................ 83
Remove/Deactivate ....................................................................................................................... 84
[RASvc-PR] Remove Access to BSO Services .................................................................... 84
[RASvcSuc] Remove Access to BSO Services Successful .................................................. 84
[RmvEmp] Remove Your Employer Information ................................................................ 85
[REmpSuc] Remove Your Employer Information Successful ............................................. 85
[DPIN] Deactivate User ID................................................................................................... 86
[DPINSuc] Deactivate User ID Successful - User ID Deactivated ...................................... 86
Error Pages.................................................................................................................................... 87
[RLAtt] Reached Limit of Attempts ..................................................................................... 87

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

3

BSO Main
[Welcome] Welcome to Business Services Online

To access this page, SSA’s Business Services Online, the user would go to
www.socialsecurity.gov and select “Business Services Online” from the left-hand menu.

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

4

[Spanish] Instrucciones e información para empleadores

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

5

[SuiSer] BSO Suite of Services

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

6

Login/Logout
#Online Services - Log In

On the BSO Welcome page, the user would select to “Register” and then come to this
page. This new page replaces the old Log In to BSO page. On this page, the user
must read the Attestation language in the “User Certification” box and check the “I
agree” box. The user can also view the Paperwork Reduction Act by clicking on that
link.
As a new user, the user selects to “Create a Log In Account” and will be taken to page
18, Create a Log In Account.

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

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3
MD 21235-6401

SSA, 6401 Security Blvd, Baltimore,

Top half of current Registration page in Production displaying OMB information. New look and feel Create Login Account page for
October IRES release will have same OMB language at top of page with updated OMB number and date.

Top half of current Employer Information page in Production displaying OMB information. Employer Information page for October
IRES release will have same OMB language at top of page with updated OMB number and date.

[LogOut] Log Out of BSO

[Help] BSO Login and Registration Help Topics

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

9

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

10

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

11

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

12

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

13

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

14

Main Menu
[MainMenu] Main Menu

[RptWageM] Report Wages to Social Security – Menu

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

15

[FormW2M] Submit or Resubmit Wage File, W-2 Online, and W-2c Online
and View Submission Status

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

16

[WgReSub] Resubmission Notice Processing

[ViewWage] View File/Wage Report Status with Name/SSN

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

17

[Vssn] Social Security Number Verification Service

[1694] Form SSA-1694 Request for Business Entity Taxpayer Information

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

18

User Registration
#Create a Log In Account - Provide Information

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

19

#Create a Log In Account - Create Password

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

20

#Create a Log In Account - Review & Submit

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

21

#Create a Log In Account - Next Steps

IRES Screens
Demo - http://eis.ba.ssa.gov/appages/IRES_July08/index.html

22

[ComPR] Complete Phone Registration

[CPRSuc] Complete Phone Registration Success

23

After the user has created a log in account, he/she requests access to services.

24

Request Access to BSO Services
This page will change to delete the section titled "Claimant Representative Services" and all the text
underneath that title and will just reflect a new title: "Appointed Representative Services" with no text
under it. (I do not have a copy of this screen yet.)
Also, according to OSES, the “OCSE” portion of this page is also not applicable at this point in time and
will be deleted.

25

26

#Appointed Representative Services - Getting Access

Screen is displayed following the creation of a log in account via the AR website, or if a user selects to
add the AR Suite from Business Services Online (BSO) and is not authenticated at level 2.

27

#Validate Identity - Provide Information

Upon entering an EIN and selecting the ‘Verify Name’ button, the EIN Name will be populated with the
name that matches the EIN record (replacing the --). If no EIN is found, the following message will be
displayed in that location instead:

EIN not found. Please verify your EIN or press next for further instructions.

28

#Validate Identity - EIN Failure

Error screen will display if the user selects the “work on behalf of an organization” option and the EIN
entered is not registered on our system.

29

#Validate Identity - SE Failure

Error screen will display if the user selects the “report self-employment earnings” option and the system
is unable to locate a positive earnings statement on a federal tax Form 1040 Schedule SE for the user
SSN.

30

#Validate Identity - Review & Submit

Display represents the review information for the selection of option 1; work on behalf of an organization.
If option 2 is selected, the review information will read:

You indicated that you:
Report self-employment earnings on federal tax Form 1040 – Schedule SE.
Your Account Activation Notice will be mailed to the federal tax address for:
Bob Businessman
Baltimore, MD

31

#Validate Identity - Confirmation

32

#View / Edit Account Information

33

#Edit Personal Information

34

#Edit Personal Information - Confirmation

35

#Edit Security Questions

36

#Edit Security Questions - Confirmation

37

Employer Information
[EmpInfoAtt] Employer Information Attestation

38

[AddEmp] Add Employer Information

[AEmpSuc] Add Employer Information Successful

39

[UpdEmp] Update Your Employer Information

[UEmpSuc] Update Your Employer Information Successful

40

#SSA Online Services - Log in #2

User returns to Log In after receiving their Account Activation Notice.

41

#Appointed Representative Services - Main Menu (w/o Activation)

User must select “Enter Activation Code(s)” from the menu or the left navigation to activate their account
(as per instructions on Account Activation Notice).

42

#Enter Activation Code(s)

43

#Enter Activation Code(s) - Confirmation

44

#Appointed Representative Services - Main Menu (w/ Registration)

#IRES AR Account Access
#Appointed Representative Services - Main Menu

45

#Request Access to Services - Select Affiliation

46

#Request Access to Services - MEF Failure

47

#Request Access to Services - Select Services

48

#Request Access to Services - Select Services - Provide Cell Phone
Number

49

#Request Access to Services - Select Services - Verify Cell Phone Number

50

#Request Access to Services - Review & Submit

51

#Request Access to Services - Next Steps

52

#Change Secure Cell Phone

53

#Change Secure Cell Phone - Enter OTP (w/Cell)

54

#Change Secure Cell Phone - Enter OTP (w/Notice)

55

#Change Secure Cell Phone - Request Notice

56

#Change Secure Cell Phone - Request Notice - Confirmation

57

#Change Secure Cell Phone - Provide New Cell Phone Number

58

#Change Secure Cell Phone - Verify New Cell Phone Number

59

#Change Secure Cell Phone - Confirmation

60

#Change Password

61

#Change Password - Confirmation

62

#Disable Account

63

#Disable Account - Confirmation

64

#View / Update Services

65

#Remove Services

66

#Remove Services - Confirmation

67

#View Pending Services

68

#View Pending Services - Confirmation of New Notice Request

69

#Enter Activation Code(s)

70

#Enter Activation Code(s) - Confirmation

71

#Electronic Records Express - Home

72

#Secure Service - Enter One-Time Password

73

Integrated Registration Services (IRES)

Request Access to BSO Services
[AASvc] Activate Access to BSO Services

[AccSvcSuc] Activate Access to BSO Services Successful

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

74

Integrated Registration Services (IRES)

[RRAC] Re-Request Activation Code

[RRACSuc] Re-Request Activation Code Successful

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

75

Integrated Registration Services (IRES)

[SelSrv] Request Access to BSO Services - Select Suite of Services

[DisplayEmpInfo] Employer Information

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

76

Integrated Registration Services (IRES)

[EmpInfoNA] Request Access to BSO Services - Employer
Information Not Available

[RptWages] Request Access to BSO Services - Report Wages to
Social Security

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

77

Integrated Registration Services (IRES)

[ViewFile] Request Access to BSO Services - View File/Wage Report
Status, Errors and Error Notices

[SSNVS] Request Access to BSO Services - Social Security Number
Verification Service (SSNVS)

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

78

Integrated Registration Services (IRES)

[Frm1694] Request Access to BSO Services - Complete Form SSA1694 Business Taxpayer Information Form

[ReqSum] Request Access to BSO Services - Request Summary

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

79

Integrated Registration Services (IRES)

[RAccSuc] Request Access to BSO Services Confirmation

Password Pages
[SupKBA] Supply Answer to Forgot Password Questions

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

80

Integrated Registration Services (IRES)

[FMPwd] Forgot Password

[FMPwdSuc] Forgot Password Update Successful

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

81

Integrated Registration Services (IRES)

[ReqPwdMail] Request Password by Mail

[ReqPwdSucc] Request Password by Mail Success

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

82

Integrated Registration Services (IRES)

[CPwd] Change Password

[CPwdSuc] Password Change Successful

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

83

Integrated Registration Services (IRES)

Remove/Deactivate
[RASvc-PR] Remove Access to BSO Services

[RASvcSuc] Remove Access to BSO Services Successful

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

84

Integrated Registration Services (IRES)

[RmvEmp] Remove Your Employer Information

[REmpSuc] Remove Your Employer Information Successful

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

85

Integrated Registration Services (IRES)

[DPIN] Deactivate User ID

[DPINSuc] Deactivate User ID Successful - User ID Deactivated

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

86

Integrated Registration Services (IRES)

Error Pages
[RLAtt] Reached Limit of Attempts

IRES Screens
Demo: http://eis.ba.ssa.gov/appages/IRES_July08/index.html

87


File Typeapplication/pdf
File TitleGSO Main
AuthorDama, Srinivasa R.
File Modified2009-07-23
File Created2009-07-23

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