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What is a tax status letter?

A tax status letter provides details regarding liabilities, credits, or other outstanding issues for a specific taxpayer. This letter is not a verification of correct reporting. It is a snap shot in time of a taxpayer’s account and includes:

  • Closed date or non-reporter status (if applicable)
  • Last tax return filed and paid
  • Outstanding tax returns
  • Unpaid balance dues, assessments, and tax warrants
  • Credits
  • Pending payments

 

All tax information provided in the letter is based on the date of the letter and can change due to future verification by the Department and/or future reporting by the taxpayer.

Tax status letters may be requested directly by a taxpayer or a third party authorized by the taxpayer.

Tax status letters cannot be issued for Vessel Tax, Leasehold Excise Tax, or Real Estate Excise Tax.

There is no charge for tax status letters.

How do I make a request?

Electronically
You can submit a request online. (You must be set-up to e-file to request this letter electronically.)

Note: You must be an “administrator” on an account to request a tax status letter or request a third party access code for the account.

  • Once you are logged in to My Account select “Manage account” on the left side of the page. (If you have multiple accounts, you will need to select the account first.)
  • Select “Request a tax status letter.”
  • Select “Request a new tax status letter” and click the “Next” button.
  • The tax status letter will be available to download or print as a .pdf under “Request a new tax status letter” by clicking “View” under “Letters requested within the last 30 days.” (Generally the letter is available right away, but may take up to 3 business days.)

 

Third party access code
Taxpayers can create a third party access code to authorize the Department to share confidential tax information with any person given this code by the taxpayer. Anyone provided with the access code will have access to confidential tax information of the taxpayer for as long as the code is valid.

  • Once you are logged in to My Account select “Manage account” on the left side of the page. (If you have multiple accounts, you will need to select the account first.)
  • Select “Request a tax status letter.”
  • Select “Request a third party access code” and click “Next.”
  • Select how many days you want the code to be valid (30, 60, or 90 days) and click “Next.”
  • A third party access code will be created that can be shared.

 

How do I use a third party access code?
To request a tax status letter, a third party with a valid access code should:

  • Go to https://fortress.wa.gov/dor/efile/MyAccount/OTAI/Login.aspx
  • Enter the registration number
  • Enter a valid access code and click “Submit.” The code is case sensitive and must be entered exactly as provided.
  • The tax status letter will be available to download or print as a .pdf. (Generally the letter is available right away, but may take up to 3 business days.)


By paper

You can also complete a Request for Tax Status form. The form requires an authorizing signature from the taxpayer and must be mailed to the address or faxed to the number listed on the form.

Important: Requests submitted by paper take longer to complete. It may take up to 3 business days, plus any time needed to mail or fax the request.

Marijuana license applicants – additional information

Requesting a tax status letter
Under the Liquor and Cannabis Board’s (LCB’s) marijuana license application process, if an applicant meets the requirements to be given priority one or two in the application process, the applicant must show that they have maintained a state business license and have a history of paying all applicable state taxes and fees.

To show that taxes have been paid to the Department of Revenue, an applicant can follow the steps above and request a tax status letter. Applicants that do not qualify for priority one or two do not need to request a tax status letter. See LCB’s webpage on Priority Criteria to learn more about applicant priorities.

If you are a former employee of a collective garden, you can request that the collective garden provide you with a third party access code (discussed above) or a copy of a tax status letter in order for you to show LCB you were working for a collective garden that maintained a state business license with a history of paying all applicable state taxes and fees. If a collective garden refuses to provide you with a third party access code or tax status letter, you will need to contact LCB directly on this matter.

State business registration (license)
Marijuana license applicants can also use our business lookup to establish that their collective garden:

  • Has maintained a state business registration (license) and
  • Was in operation before January 1, 2013.

 

For information on applying for a marijuana license, including applicant priorities, visit LCB’s webpage on marijuana licensing. You may also contact LCB directly at (360) 664-1600.