Third-Party Preparers

If you are a third-party preparer, not engaged in business in Wisconsin, you must contact a member of the My Tax Account customer service team at (608) 261-5338 to have a placeholder account with your Federal Employer Identification Number created before you can register for My Tax Account.

If you are a third-party preparer, engaged in business in Wisconsin, you can register for the needed business tax account(s) with one of the following methods:

• Go to (My Tax Account landing page) and select "Register a Business" in the "Businesses" panel to submit the request electronically
• Complete Form BTR-101 and mail it to Department of Revenue. Keep a copy of the completed application for your records
• Register through Streamlined Sales Tax Governing Board's website
  
  

Once you, or your third-party firm, are registered with the Department of Revenue, follow the steps below to register for My Tax Account:

1. Select the "Sign Up" link under the username and password fields on the top of the My Tax Account login screen
2. Enter the required information and select "Next"
   
   1. You must enter a unique username, password, and email address
   2. Do not share your username or password with others
      Note: DOR may ask for your username if you contact us for support, but we will not ask for your password.
   3. Select "Yes" to the question asking if you are a third-party preparer
3. Enter your business information
   
   1. This is your third-party business information and not your client's information. If you are an independent accountant, organized as a sole proprietor, you may use your personal information here.
4. Select "Submit" to create your My Tax Account profile
   
5. Log in with your new username and password
   
   

Before you request access to your clients' accounts:

• Notify your clients that you will be requesting access. DOR will notify your clients when you submit an access request, so it is good practice to notify them first.
  
• For individual income tax and homestead credit accounts, make sure your clients have both of the following before you begin your request:
  
  1. Their own MTA profile with Master access, and
  2. A valid Power of Attorney on file with DOR authorizing you to have access to their individual income tax and/or homestead credit information.
• For business tax accounts where your client does not have a My Tax Account profile, have your client provide you with Form A-777a or a substitute form signed by an authorized person of the business. Keep a copy for your records. Do not send Form A-777a to the Wisconsin Department of Revenue unless requested.
  
  

To request access to a client's account, follow these steps:

1. Log in to your MTA profile, then select "Manage My Profile" in the upper right
2. Select "More…" then select "Request Access to a Third Party Account"
3. Select "No" and select "Next" if you are not requesting access to a wage attachment account
4. Select "Add Client" and enter the required information
5. Select "Submit" and access will be added immediately
   
   

To request access to a client's wage attachment account, follow these steps:

1. Log in to your MTA profile, then select "Manage My Profile" in the upper right
2. Select "More…" then select "Request Access to a Third Party Account"
3. Select "Yes" to the question "Is this request for wage attachment authorization?"
4. You will be required to enter the Employer Information
5. You will be required to enter the following information:
   • Name and Social Security Number for any employee with an active Department of Revenue (DOR) wage attachment, or
   • Letter ID (LXXXXXXXXXX) listed on the new Wage Attachment Order
6. Select "Submit" and access will be added immediately
   
   

The client will receive an email after a third party submits or attempts to submit an access request. There are three scenarios that can happen:

• Client has an MTA profile and a valid POA on file: an email will be sent to the client (via the email address associated to their master MTA profile) with instructions on how to approve the third party's request.
  
• Client does not have an MTA profile: an email will be sent to the client with instructions on how to register for MTA. This goes to the email address the third party enters on the Add Client screen. The third party will not be able to complete their access request until the client has successfully registered for MTA.
  
• Client has an MTA profile but not a valid POA on file. The third party will not be able to complete the access request until the client has a valid POA on file.
  
  

An email will be sent to the client's My Tax Account (MTA) Master account holder to notify them of your third-party access request.

If your client does not have a master MTA logon, they will receive a letter about your access request. The access request will be automatically approved, and the tax account(s) will appear on your homepage. Note: there is no automatic approval for individual income tax and homestead credit accounts; see #5 above.

To close accounts on your client's behalf, follow the steps below:

1. Log in to My Tax Account
2. Select the entity you wish to work with
3. Select "Close Account"
4. Fill in the required fields and select "Submit"
   
   

Note: Not all tax accounts can be closed via My Tax Account. Only accounts able to be closed via My Tax Account will have the "Close Account" link next to them.

If you are no longer working with a client, you may remove your access to the client's tax accounts by following these steps:

1. Log in to your My Tax Account profile, then select "Manage My Profile" in the upper right
2. Select "More…" then select "Manage My Access" in the "Manage Access" panel
3. Locate the client you want to remove
4. Select "Account Manager" for that client
5. Select "Cancel My Access" in the upper right
6. Select "OK" to confirm that you want to remove your access to that client
   
   

This will remove the client's accounts from your username.

If you need to add access back to a client you removed, you must follow the "Request Access to Client Accounts" steps.

Third-party preparers may enter payment sources for their clients.

1. Log in to your My Tax Account profile, then select "Manage My Profile"
2. Select "More…" then select "Manage Payment Sources"
3. Select "Setup new payment source" for the client you want to set up the payment source for
4. Add the bank information and select "Save"
   
   

Third-party preparers may change a saved payment source for their clients. To change the payment source, you need to delete the previously saved payment source first.

Follow these steps to delete a saved payment source:

1. Log in to your My Tax Account profile then select "Manage My Profile"
2. Select "More…" then select "Manage Payment Sources"
3. Select the saved payment source that you wish to delete
4. In the lower left corner, select "Remove this payment source"
5. Select "Yes" to confirm that you want to remove the payment source