Questions and answers for tax preparers

My client will not supply me with their banking or credit card information or I do not accept client banking information. How can the payment still be submitted electronically?

If your client will not supply you with their bank account information, or your business model does not permit you to have access to this information, there are several options available.

1. You or your client can create a SAW User ID for their use. When you are on their online account, select the More Options tab, Add or Remove User's Access, and then, click Add User. Enter their SAW User ID and email address, then choose the Access Level Prepare and Pay. This allows your client to log in after you have completed the return, choose the payment method they prefer, then submit the return and payment.
2. Your client can sign up for EFT Credit. With this option, you submit the client’s tax return for them and then contact your client with the amount due. Your client then contacts their bank to initiate an electronic payment to the Department. The client will need to coordinate payment transfer dates carefully and be responsible for making sure the payment is received on time.

My new client is already registered with My DOR from their previous tax preparation service. How can I gain access to their tax return?

The Department cannot give you access to another individual’s SAW User ID. The previous tax preparer needs to have the client removed from their list or the client needs to contact the Department themselves. If it is close to the due date, we can grant your client an extension to file. It is recommended you have a current Confidential Tax Information Authorization (CTIA) form signed for each client.

I have an assistant or co-worker who needs access to my accounts – how can they gain access?

It is not recommended that you give your personal password and SAW User ID to your assistant or co-workers. If another person needs access to the accounts, follow the steps under adding a client as a user for your assistant. This way, if the assistant leaves the business you can simply remove the SAW User ID and they no longer will have access to your accounts.

Our business model doesn’t allow for the person who creates the return to submit it. How do I work around this issue?

The best way to work around this issue is for the preparer of the tax return to have a Preparer Access Level attached to their SAW User ID – this way they cannot submit the return or payment. In this situation, another individual would need to have access to the account with Prepare and Pay Access Level to submit the final return and payment.

Can I request a mandatory e-file/e-pay waiver for my client?

You may ask for a waiver on your client’s behalf. Please have a current CTIA on file. To learn more about waivers visit our mandatory e-file/e-pay page.