Manage access to online accounts

• Add a new user
• Update a user’s access
• Delete a user’s access
• Cancel your own access
• Check if you are an Administrator

 

Add a new user

To grant a user access to a tax or license account, you must be an Administrator on the account.

Also, the person you want to add must have a SAW user account, logged into My DOR, and saved their user profile information. You will need their SAW user ID and email address to grant them access to a tax or license account.
 

1. On dor.wa.gov click the Log in button.
2. Enter your SAW user ID and password, and click the Log in button.
3. On the My DOR Services page, click Get Started from your Business Licensing and Tax Home.
4. On the Business Licensing and Taxes Home page, in the I want to menu, click Add or Remove Other Users.
5. If you have more than one business/customer account, select the business you would like to update and click Confirm.
6. On the Manage Customer Access page, click the Add User link.
7. On the User Information page, enter the new user’s SAW User ID and Email address. Click the Next button.
8. On the Access Type page, review the information about Account Manager and Administrator permissions. Select the customer access type from the menu and click Next.
9. On the Account Selection page, select the account(s) to which you want the new user to have access. The user’s access level defaults to Prepare and Pay for each account.

   If you granted the user Account Manager access for an excise tax account, you have the option to further restrict their access level. Next to Excise Tax, click Prepare and Pay and a dropdown menu will display. You can select one of the following options:

   • Make Payments – Allows the user to make payments only.
   • Prepare and Pay – Allows the user to prepare returns and make payments.
   • Prepare – Allows the user to prepare and submit returns.

   Click the Next button.
    

10. On the Verification page, review your selections and then, click the Submit button.
11. On the Confirmation page, click the Print Confirmation button to print this information for your records. Click OK.
12. The new user is now listed under the Logons section of the Manage Customer Access page.

 

Update a user’s access

If you need to change a user’s access to either grant them additional permissions or apply additional restrictions, you must be an Administrator on that account.

1. On dor.wa.gov click the Log in button.
2. Enter your SAW user ID and password, and click the Log in button.
3. On the My DOR Services page, click Get Started from your Business Licensing and Tax Home.
4. On the Business Licensing and Taxes Home page, in the I want to menu, click Add or Remove Other Users.
5. If you have more than one business/customer account, select the business you would like to update and click Confirm.
6. On the Manage Customer Access page, click either the Account Manager or Administrator link next to user’s information that you want to change.
7. On the Manage Access page, click either the:

   • Account Manager or Administrator link in the Business row. You will have the option
      to change the Type of Access to either the Account Manager or Administrator role.
   • Prepare and Pay, Make payments, or Preparer link in the tax account row. You will
      have option to change the Type of Access.

8. Click Save.
9. The updated access for this user is now listed on the Manage Access page.

 

Delete or cancel a user’s access

If you need to cancel a user’s access to a tax or license account, you must be an Administrator on that account.

1. On dor.wa.gov click the Log in button.
2. Enter your SAW user ID and password, and click the Log in button.
3. On the My DOR Services page, click Get Started from your Business Licensing and Tax Home.
4. On the Business Licensing and Taxes Home page, in the I want to menu, click Add or Remove Other Users.
5. If you have more than one business/customer account, select the business you would like to update and click Confirm.
6. On the Manage Customer Access page, click either the Account Manager or Administrator link next to the user that you want to delete from the account(s).
7. On the Manage Access page, click either the Cancel Access link in the Business row (to cancel access to all the tax and license accounts for that business) or next to the Excise tax or license account.
8. Select Yes to confirm.
9. On the Manage Access page, the link in the Business and/or Account row will now be Grant Access if you want to reinstate access for this user to the account(s).

Cancel your own access

You can cancel or delete your own access to any business license or tax account. If you want to reinstate your access you will need to use a Letter ID to gain access.

1. On dor.wa.gov click the Log in button.
2. Enter your SAW user ID and password, and click the Log in button.
3. On the My DOR Services page, click Get Started from your Business Licensing and Tax Home.
4. Click Settings (located next to the Welcome, (your name) message in the dark blue bar).
5. On the My Access tab, click either the:

   • Administrator or Account Manager link in the General Access row to delete
      your access to all accounts for a business.
   • Prepare and Pay, Make payments, or Preparer link in the tax or license account
      row to delete your access to that account only.

6. Click either the Cancel my access to this account or Cancel my access to ‘Business Name’.
7. Click OK to confirm.

 

Check if you are an Administrator

1. On dor.wa.gov click the Log in button.
2. Enter your SAW user ID and password, and click the Log in button.
3. On the My DOR Services page, click Get Started from your Business Licensing and Tax Home.
4. Click Settings located after the Welcome, (your name) message in the dark blue bar.
5. On the My Access tab, you will see an Administrator link in the General Access row under the name of a business. If you see an Account Manager link in the General Access row, you will need the Administrator on the account to update your access.