Disaster Relief: Revenue will work with businesses that cannot file or pay their taxes on time due to a natural disaster. Learn more about disaster relief.
Most tax preparers complete returns for multiple clients. When using My DOR you can have all your clients’ accounts listed under one user ID, allowing you to see all your accounts at once. You can sort your list by name, account ID, or filing period. This is a simpler and safer option then creating different user IDs and passwords for each client because you only need to remember and safeguard one user ID and password. Also, we advise that you do NOT share your user ID with your clients or co-workers.
If your client has already set up My DOR for their business, ask them to add you as a user using your SAW user ID and e-mail address. That account will then show up under your user ID with your other clients. When your client adds you as a user, they can choose to give you Administrator or Account Manager access. Learn more about permissions by access type.
If your client does not have their account set up in My DOR, you can gain access using a Letter ID. After you gain access to the account with a Letter ID, you will be an Administrator on the account.
Your business needs will determine what access you and your clients should have in My DOR. However, there must be at least one Administrator on every account.
We recommend that your client be set up as the Administrator on the account. This allow them to manage users and have full access to their account(s).
We recommend that a tax preparer typically be set up as an Account Manager with either the payer and/or preparer roles. This allows you to fill out the return and submit payment (Prepare and pay) or allows your client to submit the return and payment (if you are a Preparer only).
Review the permissions by access type to determine the access that work best for you and your client.
If you no longer require access to your client’s account(s), you can remove them from your list of businesses by canceling your own access.
Your client may want to review a return before it is submitted to Revenue. They may also want to access returns that were previously filed online. If your client does have access to their online account, the easiest way to grant them access to their tax account is to add them as user.
If you grant your client access to their business’s account(s), we recommend that you set up them as an Administrator.
Your relationship with your client will determine which payment option will work best. The following section deals with payment options and how tax preparers can submit, or have their client submit, payment.
When the return is complete, choose the ACH debit option. Enter the bank’s Routing Number in the applicable field. An additional field with the bank name will appear. Enter the bank account number in the applicable field. Confirm the bank account number by re-entering it in the applicable field. Select yes to the question “Save this bank account for future use?” (Selecting No is considered an E-check). Create a custom name to easily identify the bank account, if desired. Once submitted, the bank account information is now saved to your profile and can be used on future returns.
When the return is complete, choose the ACH credit option and submit the completed return. You would then contact your client to inform them of the amount due. The client then contacts their bank and instructs the bank to transfer the funds to the department. It is your client’s responsibility to make sure funds are deposited with the department on time. The client’s bank may or may not charge a fee for this service.
If your client has provided you with their bank account number and routing information, select the E-check payment method when submitting the return and follow the prompts.
If your client chooses not to give you their banking information, then contact your client and inform them that the return is ready to be submitted and paid. The client can then log in to My DOR (with their user ID and password), choose the return, go to the Select Payment Type page and choose ACH Debit/E-Check as their payment method. Your client will be required to enter their bank account number and routing information to make a one-time payment. Each time this payment method is used in My DOR, your client must enter their bank account and routing transit number, or your client can choose to save the bank account for future use. The transaction is free and only gives the department permission to withdraw the amount that is authorized.
If your client has provided you with their credit card number, select the credit card payment method when submitting the return.
If your client chooses not to give you that information, notify your client that the return has been completed. Your client can then log in to My DOR using their user ID and password, select the period, go to the Select Payment Type page and choose credit card as the method of payment before submitting the return. Once they choose option, your client will be directed to an outside vendor’s web site to make a one-time payment. The outside vendor charges a third party convenience fee for each transaction.