Third Party Preparers

Third party preparers may create their own My Tax Account by following the steps below:

Step 1: Enter Profile Information

Step 2: Enter Business Information

Stept 3: Authorization Code

Third party preparers may request access to their client's accounts by following the steps below:

Step 1: Log in to My Tax Account

Step 2: Select Manage My Profile in the upper right

Step 3: Select More... and then select Add Access to a Third Party Account.

Note: An email will be sent to the My Tax Account Master account holder as notification of your request. If the account owner does not have a Master My Tax Account 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: If the account owner is not registered for My Tax Account, you must have Form A-777a or substitute form signed by an authorized person of the business. Keep a copy for your records. This form provides approval to file returns and access tax account information through My Tax Account. Do not send Form A-777a to the Wisconsin Department of Revenue.

​Contact Us​

MS 5-77
Wisconsin Department of Revenue
Customer Service Bureau
PO Box 8949
Madison, WI 53708-8949
Phone: (608) 261-5338
Fax: (608) 267-1030

January 3, 2022