• The security of your data is of utmost importance to us. There are multiple layers of security within My Tax Account to protect your data. You can maintain this security by doing the following:

  • Do not provide your username or password to anyone else
  • Change your password regularly
  • After completing your transactions, always log off and close your web browser
  
  
  • Two-step Authentication

    Each user is required to enter a department-issued security code when logging in to My Tax Account. DOR will send the security code immediately via email or text (based on the users' choice) for entry into My Tax Account.

  • Security Code

    A user can choose the box on the login page labeled "Trust this device" to avoid receiving a security code each time they log in. Exception, a new security code will be required each time if:

    • The user logs in with a computer that had never logged in to the account before
    • The user switched browsers or the cookies were deleted
    
    

    Note: A security code is only good once. The previous becomes invalid as soon as it is used or when another is requested.

  • Security contact email and/or cell phone may be different from the profile information and is used for security purposes only
  • Your security contact email can be used for multiple My Tax Accounts
  • Standard message and data rates may apply if text message is chosen
  
  

IMPORTANT: The first user to request access automatically receives 'Master' level access. All other users will receive Account Manager access. The user with 'Master' access will manage the access of all Account Manager users and third party preparers.

Go to MTA Registration or Third Party Preparer MTA Registration for step-by-step instructions on how to register with My Tax Account. Watch our My Tax Account Registration Video for additional assistance.

• Forgot MTA Username?

  If you are a current user and have forgotten your username, select Forgot username or password? on the login page. On the next page, select Forgot your username?. You must enter your profile email address to retrieve your username.

  Your username will be sent to your profile email address. If you no longer have access to the email address in your profile, contact us at (608) 261-5338.

• Forgot Password?

  If you are a current user and have forgotten your password, select Forgot my username or password on the login page. You must enter your username and your profile email to reset a password.

If you have already registered your business with the Wisconsin Department of Revenue, you may sign up for My Tax Account to file and pay your business taxes. If you need to register your business with us, use our online Wisconsin Business Tax Registration.

To register a My Tax Account username, go to the My Tax Account login screen. Select New? Create new username and follow the steps below.

Step 1: Enter Profile Information

• Are you a third party preparer? As a business owner or business employee, select No.

Step 2: Customer Information

• Enter the business information for the primary business on My Tax Account.
• Sole proprietors may use their personal information.

Step 3: Active Business

Select Yes if you are a business registering to file and pay taxes.
Select No if you are one of the following:

• Registering for an individual income tax or homestead credit account
• An individual registering your collection amount
• Setting up a wage attachment account

Step 4: Account Access

• Enter your Tax Account Type and Total tax due from prior return or deposit reports or Letter ID for verification. Select Submit to create your My Tax Account username.

If you are a third party preparer (an independent accountant or an owner/employee of an accounting firm), follow the steps below.

Step 1: Enter Profile Information

• Each My Tax Account user needs his or her own username. Enter a unique username, password and profile email address. For security reasons, don't share this information with anyone else.
• Are you a third party preparer? As an independent accountant or an owner/employee of an accounting firm, select Yes.
  
  

Step 2: Enter Business Information

Request Access to Client Accounts

• Access my Business Tax Accounts Online

  If you have multiple business tax accounts, you may add access to all the business tax accounts associated with the same business. After logging in, select Manage My Profile from the homepage, select Add Access to an Account and choose Business Accounts as the type.

  You will be required to verify the following information for the business tax type you wish to access:

  • Business Tax Account Type
  • Total or Net Tax Due from one of the three most recently filed returns or deposit reports or estimated payments made; OR
  • The Letter Identification Number (LXXXXXXXXXX) listed on one of four letters we routinely send, such as the Business Tax Registration Greeting Letter, E-Filing Requirement Letter, Tax Incremental District Fees Letter or Wage Attachment Certification Letter
  
  

  Each owner, officer, governmental representative, or designated employee that successfully requests access to one business tax account (i.e., Sales and Use, Withholding, etc.) will automatically receive access to all business tax accounts. The user with 'Master' level access can limit access for all other users.

• Need to Access Multiple Businesses
  
  

  You have two registration options as a business owner or employee needing access to multiple businesses/governmental entities:

  • You may log in to your already existing My Tax Account profile, select Manage My Profile, More... and lastly Request Access to a Third Party Account. Enter the required information to request access to each of your business entities. This registration method does not provide you with 'Master' level access for these additional business entities.

    Note: We recommend that the owner/officer of each business entity obtain their own username to access their business in My Tax Account. This will allow the business owner to have 'Master' level access.

  • You may also create a My Tax Account profile for each business if you prefer. Each My Tax Account profile requires a unique profile email address.
  
  
• Available Access Levels for Employees and/or Third Party Preparers
  
  

  My Tax Account access level options are:

  • All Access - This access level allows you to file returns, make payments, remit wage attachment payments, submit requests (i.e. change mailing address and DBA name, etc.), modify information, and manage username access to the account.
  • View - You may only view account information and will not be able to submit requests or modify information.
  
  
• Delete Access for an Employee or Third Party Preparer
  
  

  Access levels for employees and third party preparers may be managed by the user with 'Master' level access for the business. This user may log on to remove the access of employees or third party preparers.

  • Log in to My Tax Account
  • Select Manage My Profile from the homepage
  • Select the More... tab and Manage Other Users Access or Manage Third Party Access
  • Select the username you wish to delete access for
  • Select Manage Account Access
  • Select Cancel Access
  
  

  This will remove access to your business tax accounts from their username.

Third Party Preparers - Delete Access to a Client's Account Online

If you are no longer working with a client, you may remove your access to the client's tax accounts.

• Log in to My Tax Account
• Select Manage My Profile from the homepage
• Select More...
• Select Manage My Access
• Locate the business you want to remove
• Select the access type (Account Manager or Administrator)
• Select Cancel My Access in the upper right

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

If you need to add access back to the client's tax accounts, you must follow the Access a Client's Business Tax Accounts Online steps.

Cancel Online Access

You can cancel your online access to My Tax Account. On the homepage, select Manage My Profile, select More... and select Delete My Profile. Confirm your request by selecting OK.

IMPORTANT: The first user to request access to a business automatically receives 'Master' level access. All other users will receive Account Manager access. The user with 'Master' access will manage the access of all Account Manager users and third party preparers.

Using the Same Profile Email Address

Each username requires a unique profile email address.

If you are no longer using a username, you may cancel your online access by following the Cancel Online Access steps. Once your prior username is closed, you can use that email address for a new username.

Update Profile

To update your profile information or authentication information:

• Select Manage My Profile from your homepage
• Select the link below each option to edit

Change Password

• Select Manage My Profile and select Change Password
• Enter your current password and your new password twice
• Select OK

Adding a DBA

• From the MTA homepage, select the More... tab (If you have access to multiple businesses, select the business first)
• At the bottom of the screen, select Manage Names and Addresses
• Select Add
• Enter the DBA, select Next and Submit

Note: You cannot update the legal name through My Tax Account. You can fax your request to the Registration Unit at the Wisconsin Department of Revenue (DOR), (608) 264-6884 or send an email to DORRegistration@wisconsin.gov. You must provide proof of the legal name change (i.e. Amended Articles of Incorporation) with your request.

Unlocking Your Account

If you have exceeded your log in attempts, the person that the My Tax Account username is registered to must call our office at (608) 261-5338 to unlock their username. Due to security protocol, the username will not unlock automatically. The account holder must call us for assistance unlocking their username.

Registration

Step 1: Common Errors

• Username/Password Errors
  
  

  Make sure your username and password are unique.

  • Your username must be between 5-20 characters and begin with alphanumeric character
  • Passwords cannot be reused
  • Minimum 8 characters
  • Passwords must contain both letters and numbers
  • Passwords must contain both uppercase and lowercase letters
  • Passwords must contain at least one special character
  
  
• Profile Email Address Already in Use?
  
  

  If your profile email address is already in use, you should stop the registration process and complete Account Recovery, which is available by selecting Forgot username or password? on the My Tax Account login page. This will provide you access to your original account information.

  If you are unable to complete Account Recovery, please contact us at (608) 261-5338 or complete your registration with an alternative email address.

  Note: If you need to access multiple businesses, you may log in to My Tax Account and request third party access to the additional businesses. This will allow you to use one username and profile email address for multiple businesses. Alternatively, you can create a username for each business, but each username must have a unique profile email address.

Step 2: Common Errors

• Business Owners and Employees
  
  

  The information requested should be entered as it is listed on the Business Tax Registration (BTR) Certificate. Please refer to your BTR Certificate.

• Third Party Preparers
  
  

  You should enter your accounting firm's information. If you are an independent accountant, enter your personal information. If you are not registered with the Department of Revenue (DOR), please contact us for assistance with registration.

• Foreign Zip Codes
  
  

  If you have a foreign address, please contact us to temporarily change your address to a US zip code and then change it back once you complete your MTA registration.

Step 3: Common Errors

Select No if you are one of the following:

• An individual registering your Collection Amount
• A Third Party Preparer
• A state agency or local government registering for SDC or TRIP accounts
• Registering to make Utility Tax or Real Estate Transfer fee payments
• Setting up a Wage Attachment Account

Step 4: Common Errors

Note: In Step 4: Adding Access to an Account, you must enter a total tax due from prior returns or deposit reports

• Total tax due from prior returns or deposit reports error
  
  

  If you have a filing history for the tax account type you've selected, you must enter an amount. The amount should be from one of the three most recently filed returns/reports for the tax type selected.

  • Sales and Use Tax returns: Line 30
  • Local Exposition returns: Line 9
  • Premier Resort returns: Line 8
  • Rental Vehicle returns: Line 7
  • Withheld amount for WT-6 Withholding Tax Deposit reports
  • Withheld amount for WT-7 Withholding Annual Reconciliation
  • Corporation Tax: Return or Estimated payment amount
  • Composite Return for Nonresident S-Corp Shareholders: Line 10
  • Composite Return for Nonresident Partners: Line 10
  • Partnership Tax: Return or Estimated payment amount
  • Excise (Motor Fuel and Beverage): Refund or Tax Amount Due reported
  • Excise (Tobacco): Payment amount
  • Pass Through Withholding: Line 11
  • Wage Attachment: Information from Employee Order
  
  
• Letter ID error
  
  

  If you do not have a filing history for the tax account type you've selected, you must enter a valid Letter ID. Letter IDs from the following department letters may be used:

  • Business Tax Registration Greeting Letter
  • E-Filing Requirement Letter
  • Tax Incremental District (TID) Fees Letter
  • Wage Attachment Certification Letter
  • NOET (Notice of Estimated Tax) or NOAD (Notice of Amount Due) Letters
  
  
• No Security Code Email or Password Reset Link
  
  

  Some internet service providers and spam filters may stop delivery of your confirmation email. Please verify that your email security settings did not block your confirmation email by checking your account's Junk Mail. Add DOR-DO-NOT-REPLY@wisconsin.gov to your email whitelist to prevent security codes going to your junk folder.

  As an alternative, you can select Forgot username or password? and complete the steps to receive a new link to reset your password.

  If you are unable to recover your security code email or password reset link, please contact us at (608) 261-5338.

System and Printing

• Cannot Print Voucher or Return
  
  

  When viewing the documents in Mail or the Printable Versions of returns and reports, a PDF file will be created in a separate window. Try the steps below to fix the most common viewing and printing issues:

  • Check that Adobe Acrobat Reader is installed on your computer. If not, download Acrobat Reader now.
  • Your Adobe Reader program may already be open in another tab or minimized on the bottom of your screen. If so, select the minimized Adobe document.
  • Temporarily disable your web browser's pop-up blocker settings. Hold down the CTRL key while selecting on the document. Keep holding the CTRL key until the window pops up and the PDF file fills in.
  • Alternatively, you can also completely disable your pop-up blocker settings. In your browser, select Tools (located towards the top left or top right of most browsers), then select Pop-Up Blocker and select Turn off Pop-Up Blocker.
  
  
• Logged Out
  
  

  If you are inactive for 15 minutes while working in My Tax Account, you will be logged out. Any unsaved information will be lost.

• Attachment Issues
  
  

  If you are experiencing problems attaching a file, please make sure your file complies with the following specifications:

  • Attachments can be no larger than 30MB. This would include multiple or a single attachment sized 30MB
  • A PDF attachment is preferable since this is a compressed format
  • The following formats are acceptable for attachment: PDF, TIF, JPG, JPEG, BMP, XLS, DOC, TXT, and ZIP (only for a few applications)
  
  
• Small Font Size
  
  

  To enlarge the font in My Tax Account:

  • Hold down the CTRL key and scroll up with your mouse, or
  • Use your browser to adjust the text size
  
  

• Filing Issues
  
  

  To verify that you have submitted a return or payment, select the More... tab on the homepage and the Search Submissions in the lower left. If you have access to multiple businesses, first select a business. All the return or payment submissions that have been submitted are shown here, including pending, processed and deleted.

  On the account summary page, select a tax account and you may also check the status next to the filing period:

  • Outstanding: All unfiled filing periods are outstanding. If it is appropriate for you to file, complete and submit the return.
  • Overdue: File the return as soon as possible.
  • Not Filed: This return has been saved and not yet submitted. Select View Submission and then Continue Editing. You will be prompted to go through the return to update any required fields and submit the return.
  • Processed: The return has been received and processed by DOR.
  
  
• Filing Periods that Require Attention
  
  

  On your account summary page, look in the Action Center tab on the far right for messages about filing periods that need action. If you have access to multiple businesses, first select a business to view the Action Center.

• Payment Source Issues
  
  

  Note: DOR will not be able to accept an electronic payment from a financial institution outside of the United States. You will need to make other arrangements to submit payment.

Access Issues

• Business Tax Accounts Not Listed?
  
  

  If you are logged in to My Tax Account and do not see a list of your tax accounts on your homepage, you need to add those accounts. Review Access my Business Tax Accounts Online.

  If you are a third party preparer and you do not have access to your clients' accounts, review Request Access to Client Accounts.

• Manage Usernames
  
  

  The user with the 'Master' access level can manage the access of all other users and remove third party access.

  Select Manage My Profile, select More... and then Manage Other Users Access. You may change the access for specific tax accounts.

My Tax Account Not Available

Have you registered your business for a seller's permit, withholding or other tax types?

The Business Tax Registration must be completed to obtain a permit from the Department of Revenue before using My Tax Account to file and pay. Registration can be completed in one of the following ways:

• Go to My Tax Account, select Register a Business to submit the request electronically
• Complete Form BTR-101, Application for Business Tax Registration, and mail it to the Department of Revenue. Keep a copy of the completed application for your records.
• Register through Streamlined Sales Tax Governing Board's website (for a seller's permit only)

What taxes, fees, or assessments can I file and/or pay?

You can file the tax returns and make payments for the following tax types:

• Alternate Fuel Tax
• Blenders Fuel
• Business Tax Registration Renewal Fee (Pay Only)
• Buyers Claim for Refund (if previously filed)
• Cigarette and Tobacco Products Tax (Pay Only)
• Composite Return for Nonresident Partners
• Composite Return for Nonresident S-Corp Shareholder
• Corporate Income and Estimated Tax (Pay Only)
• Dry Cleaning Facility and Solvent Fees
• Fermented Malt Beverage and Liquor, Cider, and Wine Tax
• General Aviation Fuel
• Local Exposition Tax
• Manufacturing Assessment Appeal Fees/Filing Fines
• Manufacturing Personal Property
• Manufacturing Real Estate
• Motor Fuel Tax
• Occasional Consumer Use (Pay Only)
• Partnership Income and Estimated Tax (Pay Only)
• Pass-Through Withholding and Estimated Tax
• 911 Fee
• Premier Resort Area Tax
• Real Estate Transfer Fee (Pay Only)
• Rental Vehicle Fee
• Room Tax Report Penalties
• Sales and Use Tax
• Tax Incremental Financing
• Telecommunications Tax (Ch. 76)
• Terminal Operator's Schedule
• TID Annual Report Penalties
• Utility – Ad Valorem Tax
• Utility – Gross Revenue License Fee
• Wage Attachment Payments
• Withholding Tax

What refunds can I claim?

• Buyer's Claim for Refund (if previously filed)
• General Aviation Petroleum Inspection Fee refund
• Retailer Refund
• Vendor Refund
• Motor Fuel Refund

Watch available videos to guide filing and paying different taxes online here: MTA Training Videos, or on YouTube.

How to File a Return

To file an ST-12 sales and use tax return, log into My Tax Account and follow the steps below:

1. Locate the tax account you wish to file and select File/Pay/View Returns to the right of the tax account number
2. Select File Now for the period you wish to file
3. If you don't have sales or purchases subject to state use tax for the period, select Yes for the question Do you plan to report zero on every line? and select Next and then Submit
4. If you have sales or purchases subject to state sales or use tax for the period, complete the required fields on the return step-by-step
5. Select Submit
6. Read the attestation page, and if you agree, select OK to receive a confirmation number.

To file a WT-6 Withholding Tax Deposit Report and payment, log into My Tax Account and follow the steps below:

1. Locate the tax account you wish to file and select File/Pay/View Returns to the right of the tax account number
2. Select File WT-6 Return for the period you wish to file
3. If you don't have any withholding to report for the period, select Yes for the question Would you like to file a zero report? and select Next and then Submit.
4. If you have withholding to report, complete the required fields and enter the payment information on the following page if applicable.
5. Select Submit
6. Read the attestation page, and if you agree, select OK to receive a confirmation number.

To file a WT-7 Wisconsin Employer's Annual Reconciliation, log into My Tax Account and follow the steps below:

1. Locate the tax account you wish to file and select File/Pay/View Returns to the right of the tax account number
2. Select File WT-7 Return for the period 01-Jan-"the year you are reconciling."
   *Note that this period will be at the beginning of the tax year in My Tax Account and not necessarily at the top of your list.
3. If you don't have any withholding to report, select No for the question Do you have any Wisconsin withholding to report? and select Next until you get to the screen to Submit.
4. If you have withholding to report, select how you will be submitting W-2s and 1099s then select Next.
5. Complete the required fields and enter the payment information on the following pages if applicable.
6. Select Submit
7. Read the attestation page, and if you agree, select OK to receive a confirmation number.

File a Zero Return

• Sales Tax - In the first step of Form ST-12, select Yes for the question Do you plan to report zero on every line? Zeros will be automatically entered on every line of your return after selecting Next. Select Submit.
  
• Withholding Tax - Select the File Return link for the period, then select Yes for the question Would you like to file a zero report? Zero will be inserted on the WT-6 Deposit Report. Select Next and then Submit.
  
• Motor Fuel Tax - In the first step of Form MF-002, select Yes for the question Are you reporting zero on every line for you supplier report? and select Next. Zeros will automatically be entered on every line of your return. Select Next until the Summary page and then Submit.

To file a Draft (saved but not filed) return

To access a saved draft of a return, log into My Tax Account and follow the steps below:

1. Select the More... tab at the top of the screen
2. Select Search Submissions in the lower left corner
3. Select the Draft tab
4. Select the return you wish to file
5. Select Continue Editing in the top-right corner to open the return for editing and filing

Print a Return

You may print a return that has been submitted, with a pending or processed return status.

1. Locate the tax account type
2. Select File/Pay/View Returns
3. Select the return/period
4. Select File, View, or Amend Return
5. Select Print in the top-right corner

Note: Select the More... tab on the homepage and select Search Submissions.

File an Amended Return

To file an amended sales and use tax return, log into My Tax Account and follow the steps below:

1. To the right of Sales and Use Tax, select File/Pay/View Returns
2. Select View or Amend Return link to the right of the period that needs to be amended
3. Select Amend
4. Complete and submit the amended return and make a payment for the additional amount of tax due (if applicable). (Note: Interest may be assessed on the additional payment once the return is fully processed.)

An amended return can take up to five business days to process. If you are due a refund, a check will typically be mailed to the business within two weeks.

To file an amended WT-6 Withholding Tax Deposit Report to a lesser amount in My Tax Account, please complete the following steps:

1. Log in to your My Tax Account
2. To the right of Withholding Tax, click File/Pay/View Returns
3. Locate the period that needs to be amended and click on the date for that period
4. Click on File, View or Amend a Return
5. Select View or Amend Return
6. Select Amend
7. Complete and submit the amended return

An amended return can take up to five business days to process. If you are due a refund, a check will typically be mailed to the business within two weeks.

To increase the amount of tax reported in a withholding period, please file an additional WT-6 Withholding Tax Deposit Report and payment by completing the steps below:

1. Log in to My Tax Account
2. To the right of Withholding Tax, click File/Pay/View Returns
3. Click the period that has additional withholding tax
4. Click on File, View or Amend a Return
5. Select File Now
6. Complete form and submit

(Note: Interest may be assessed on the additional payment once the return is fully processed.)

Request an Extension

You may request a 30-day extension to file any business tax return which may be filed using My Tax Account (see exceptions below).

1. Locate the account type for the specific business tax account
2. Select File/Pay/View Returns
3. Select Request Extension to File
4. Enter the filing period(s) you are requesting an extension for and select Submit. You will receive an error message if you cannot request an extension in My Tax Account for the requested filing period.
5. Print a copy of the confirmation page for your records. You will be able to view the submission using the Submissions section under More... on the home screen.

Note: Requests for an extension to file must be made on or before the filing period due date. Extensions are not allowed for cigarette, tobacco, liquor, fermented malt beverage, alternate fuel, general aviation fuel or motor vehicle fuel returns.

Submit an Appeal

You may submit an appeal for any business tax type that may be filed using My Tax Account.

1. Log into My Tax Account
2. Locate the tax account type, then select File/Pay/View Returns
3. Select Appeal in the top-right corner
4. Enter the required information, including an explanation for the appeal
5. When you submit the request, you'll see a confirmation page. Print a copy of the confirmation page for your records.

Note: Appeals may take up to eight weeks to process. You will receive a notice in the mail when the appeal has been processed.

My Tax Account offers the following payment methods:

• Direct Debit - You will provide your bank routing and account number to authorize the department to debit (withdraw) the requested amount. You may not use a financial institution outside of the United States.
• Other Payment Methods (Credit Card, PayPal, Apple Pay, etc.) - You will be directed to an external website to set up the payment with NIC Wisconsin which is the Wisconsin Department of Revenue’s third-party payment processor. NIC Wisconsin charges a $1.00 transaction fee for all credit card, Apple Pay, and PayPal transactions plus an additional 2.25% processing fee. DOR does not receive any portion of the convenience fee.
• Payment Voucher - You will create a payment voucher to print and mail along with your check to the department.
• EFT (ACH Credit) is a payment option that needs to be set up through your financial institution and is not available through My Tax Account. See the Electronic Funds Transfer Payment Instructions for Financial Institutions for more information.

How to Make a Payment

1. Log into My Tax Account
2. Locate the tax account type, then select File/Pay/View Returns
3. Select the filing period on the tax account page
4. Select Make a Payment in the top-right corner
5. If the period you want isn't shown, select the page arrow to navigate to the next page and select the correct period
6. Choose your preferred payment option. If you choose Other Payment Methods (Credit Card, PayPal, Apple Pay, etc.), you will be directed to the NIC Wisconsin website.

Note: Your previous payment sources, if saved, will be listed on the payment screen. Select the account you want to use or enter a new payment source. You can save new bank information for future payments.

How to Edit a Payment

You cannot change a pending payment request. You may cancel a pending payment if it appears as a submitted item under View Submissions for a tax account, but not if it appears under the Processed tab. If you made an error and the payment submission is still pending, you must cancel the submission and enter a new payment. You have until 4 PM CST on the date you submit the payment to cancel it. If you schedule a payment for a future date, you have until 4 PM CST on the business day prior to the payment date to cancel.

If you made an error and the payment submission has been processed, contact us at (608) 261-5338 for assistance.

Payment Sources

• Business Owners and Employees
  
  

  Business owners and employees can enter a payment source.

  1. Log into My Tax Account
  2. Select Manage My Profile
  3. Select More...
  4. Select Manage Payment Sources
  5. Select Setup new payment source to add a default payment source
  6. Add bank account information and select Save
  
  

  Note: If the bank account used to make your electronic payment is funded by a transfer from a financial institution outside of the United States, DOR will not be able to accept your request to make an electronic payment (direct debit). You will need to make other arrangements to submit your payment.

• Third Party Preparers
  
  

  Third party preparers may enter payment sources for their clients.

  1. Log into My Tax Account
  2. Select Manage My Profile
  3. Select More...
  4. Select Manage Payment Sources
  5. Select Setup new payment source under Shared for All Entities to add a shared payment source that can be used for all your third party accounts
  6. To add a payment source for a specific client, select Setup new payment source for the specific client
  7. Add bank information and select Save
  
  
• Changing a Saved Payment Source
  
  

  If your banking information has changed, you need to delete the previously saved payment source. Follow these steps to delete saved payment information.

  1. Log into My Tax Account
  2. Select Manage My Profile
  3. Select More...
  4. Select Manage Payment Sources
  5. Select the saved payment source that you wish to delete
  6. In the lower left corner, select Remove this payment source
  
  
• Fraud Protection
  
  

  You must provide your financial institution with the appropriate DOR originator ID number (also called company ID) for Fraud Protection payment request identification.

  My Tax Account uses the name DEPT OF REVENUE with a unique 10-character originator ID number that is assigned to each business tax type. If you are submitting a direct debit payment through My Tax Account, the originator number for that tax type will be listed on the payment page.

  The first letter of DOR's 10-character originator ID numbers for debit withdrawal requests is either "W" or "X." Both of these should be recognized as valid codes for initiating EFT debit payments.

  For security purposes, originator ID numbers are only listed within My Tax Account. If needed, you may contact us for the full 10-character originator ID number via email at: dormytaxaccounthelp@wisconsin.gov or call (608) 261-5338.

Pending Return or Payment Submissions

My Tax Account processes the return and payment submissions separately (With exception to the wT-6 file and pay with direct debit option that processes as one submission). Returns and payments are listed separately as submitted items under Submissions immediately after they have been successfully filed.

Pending Submissions are sent to us each business day at 4:00 PM CST.

To view returns/payments:

1. Select the More... tab on the homepage
2. Select Search Submissions
3. You can see returns under Pending, Processed, or Deleted headings.
4. Select the return or payment

Withdrawing a Submission

All submissions that are in a pending status can be withdrawn in My Tax Account.

To withdraw a submission:

1. Select the More... tab on the homepage
2. Select Search Submissions
3. Select the Pending tab
4. Select the return and/or payment
5. Select Delete or Cancel in the top-right corner

Information about filing a buyer's claim for refund is provided in Publication 216, Filing Claims for Refund of Sales or Use Tax.

Filing a Buyer's Claim for Refund

You may file a Buyer's Claim for Refund using one of the following methods:

• File electronically by uploading documents
  
  
  1. Go to the My Tax Account portal.
  2. Select Buyer's Claim for Refund in the Businesses card.
  3. Enter the required information and attach/upload the related documents (invoices, proof of payment, list of purchases).
  4. Select Submit and Print Confirmation page for your records.
  
  
• To file using the paper forms, submit both forms linked below:


• Form S-220, Buyer's Claim for Refund of Wisconsin State, County, and Stadium Sales Taxes
• Form S-220a (Schedule P) and list of purchases

Withdraw a Claim

All claims that are in a pending status can be withdrawn. To withdraw a pending claim, follow these steps:

1. Go to My Tax Account and select Buyer's Claim for Refund in the Businesses card
2. Select Find Saved Request
3. Enter your email address and confirmation code
4. Verify the claim information and select Delete

Save and Finish Later

While completing a Buyer's Claim for Refund, you can save the draft to finish later when completing the save steps by selecting Save Draft.

List of Purchases

DOR provides a List of Purchases template for you to enter dates and attach to the Buyer's Claim for Refund you submit.

Note: You may not alter the List of Purchases template format except to enter data. Altered templates will be rejected as they cannot be electronically loaded to our processing system.

Wage Attachment User Guide for Employers (Printable)

Wage Attachment Video

• Register for Wage Attachment Payments
  
  

  Go to My Tax Account Registration for instructions on how to register.

• Access a Wage Attachment Account
  
  
  • Business Owners or Employees
    
    

    If you currently have a My Tax Account username that is associated to the business, follow these steps to add access to the Wage Attachment:

    1. Log in to My Tax Account
    2. Select Manage My Profile in the upper right
    3. Select the More... tab
    4. Select Request Access to an Account
    5. Select Wage Attachment Payments and then Next
    6. 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
       • The Letter Identification Number (LXXXXXXXXXX) listed on a new Wage Attachment Order.
    7. Click Submit and access will be added immediately
  
  
  • Third Party Preparers
    
    

    If you currently have a My Tax Account username that is associated to the business, follow these steps to add access to the Wage Attachment:

    1. Log in to My Tax Account
    2. Select Manage My Profile in the upper right
    3. Click the More... tab
    4. Select Request Access to a Third Party Account
    5. Select Yes to the question "Is this request for wage attachment authorization?"
    6. You will be required to enter the Employer Information
    7. 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
       • The Letter Identification Number (LXXXXXXXXXX) listed on a new Wage Attachment Order.
    8. Click Submit and access will be added immediately
  
  

Submit Wage Attachment Payments

• Make a Wage Attachment Payment
  
  
  1. Log in to My Tax Account
  2. Select Wage Attachment Payments to the right of the account number starting with 994-XXXXXXXXXX-0X
  3. Enter the payment source information or select a previously saved payment source
  4. Scroll down to the Employee List. For each employee, enter the Amount Withheld from the employee's gross wages for this payment:
     • If an employee had no wages for the reporting period, enter 0.
     • If an employee had wages, but you did not receive the wage order in time to respond to the withholding request, enter 0.
     • If an employee is no longer employed by you, enter 0. Also submit an employee status update.
     • If the amount withheld is greater than the current balance, you may return the excess amount to the employee or enter the entire amount withheld and the department will issue a refund.
  5. Verify the total payment, which will automatically calculate and be listed towards the top of the screen
  6. Enter the payment date
  7. Select Submit and Agree and print the confirmation page

Tax Refund Intercept Program User Guide for My Tax Account

The Tax Refund Intercept Program (TRIP) allows government agencies to submit debts to the Department of Revenue (DOR) for refund interception.

Register for a TRIP Account

• Register for My Tax Account
  
  
  1. Go to My Tax Account. Follow the registration instructions in the Tax Refund Intercept Program User Guide for My Tax Account.
  2. After you register, contact us at (608) 264-0344 or DORAgencyCollections@wisconsin.gov to add access to your TRIP account.
  
  
• Third Party Collection Agency Access
  
  
  • Access My Tax Account: Select the Third Party Preparer MTA Registration link above and follow the directions for Third Party Preparer
  
  

Using the TRIP Account

You can access your TRIP Account on the homepage. You may then Add Debt, Change Debt, request a Debt Summary, Upload New Debt File, send a TRIP Inquiry, request an Agency Summary, View Requests, and View Notices.

• Add a New Debt
  
  
  1. Select Manage TRIP Debts for the TRIP account.
  2. Select Add Debt.
  3. Enter the ID Type and Number, such as social security number (SSN), driver's license number (DLN), or federal employer identification number (FEIN).
  4. If the debtor is a business, enter the name of the organization. If the debtor is an individual, enter their last and first name.
  5. Enter your agency internal number (AIN) or unique number that is not an SSN, assigned by your agency to the debtor. This field is optional.
  6. Enter the current balance and select Submit.
  
  

  If there is an error, the field will appear as red, and a pop-up window will provide with an error message.

  Note: You must update the debt balance if the debtor remits a payment to your agency. Submit a request to Change Debt to report a new balance.

• Update a Debt
  
  
  1. Select Manage TRIP Debts and select Change Debt on the TRIP account page.
  2. Enter the ID Type and ID number that correspond to the originally submitted debt and select Next. Use the same ID Type and ID number you used when adding the new debt. For example, if you added the debt using the driver's license number (DLN), your change request must use the DLN.
  3. Select the debt you want to change from the list displayed. You may only select one debt at a time.
  4. The debt number, name, and current balance are displayed. Enter the new balance and select Submit.
  
  

  Note: You may increase a debt balance once every 30 days to accommodate for interest adjustments. You may decrease a debt balance multiple times per month to reflect payments or credits.

• Review Debt Transaction Details
  
  
  1. Select View Debt Summary for the TRIP account page.
  2. Enter the ID type and ID number that corresponds to the originally submitted debt. Use the same ID Type and ID number you used when adding the new debt. For example, if you added the debt using the DLN, your Debt Summary request must use the DLN.
  3. The following details will display:
     
     
     • Posted Date - The date a transaction is applied to the debt selected.
     • Change Applied - The change in balance, either up or down, depending on the transaction. For example, if the debt balance is $500 and you submit a balance change to $300, the Change Applied is $200.
     • Balance Due - The balance of the debt after a change is posted. The last row on this report would reflect the current balance.
     • Source - The following are sources of a transaction:
       
       
       1. Initial: original debt submission.
       2. Agency Adjusted: a change submitted by the agency.
       3. DOR Adjusted: a change submitted by DOR.
       4. Refund: a refund intercepted and applied to a debt by DOR.
       5. Lottery: a lottery payment intercepted and applied to a debt by DOR. Note: Intercepted lottery proceeds may only offset state agency debts.
       6. Vendor: a state vendor payment intercepted and applied to a debt by DOR. Note: State vendor proceeds may only offset state agency and local government debts.

Upload a Debt File

Debt files that contain 250 debtor transactions or less:

1. Select Upload New File for the TRIP account page.
2. Choose a format for a response file.
3. Select Add Attachments for Attachments link.
4. Enter a short file description.
5. Use the Choose file button to locate your file and select OK.
6. Submit the file. A confirmation number is provided when the transaction is complete.

Debt files that contain over 250 transactions:

1. Call (608) 264-0344 or email DORAgencyCollections@wisconsin.gov to create your Secure File Transfer Protocol (SFTP) folder
2. Establish a secure connection to DOR through SFTP. Go to SFTP Instructions for more information.

TRIP Inquiry

TRIP Inquiry is a tool that allows you to communicate with DOR in a safe and secure manner. Like email, you enter a subject line, attach documents, enter comments in a text box, and submit.

If you have questions related to a specific debtor, you may include in your inquiry debtor details, such as complete SSN and name, and know the data is secure.

We will respond after researching your question. Responses to inquiries go in your notices. A history of communications is stored in My Tax Account for future reference.

Use TRIP Inquiry to contact us for assistance in resolving debt mismatch issues.

Note: For security purposes, do not send confidential debtor information through regular email.

Review Reports and Notices

• Agency Summary Report
  
  

  The Agency Summary report is a listing of all active debtors for your agency.

  1. Select Request Agency Summary for the TRIP account page.
  2. Select a summary report for one agency or, if you represent multiple agencies, all your TRIP agencies.
  3. Select the file type and Submit.
  4. Select Action Center. The report request will be available within a few minutes. The subject line will identify the report type.


• Posting Notifications
  
  

  DOR will produce a weekly payment report called Posting Notification. This report tells you the debtor, the debt number, and amount received. The report is available every Wednesday for agencies with payments. The report will be sent according to your agency profile (SFTP folder or My Tax Account – Action Center).

  The proceeds will transfer based on your funds transfer profile. Agencies will receive funds by direct deposit to their bank account by Monday. The timing can change when there is a holiday.

• File Maintenance Response
  
  

  When a File Maintenance transaction file is received by the department, a response file is generated.

  • The File Maintenance Response is available the next business day after a File Maintenance transaction file is uploaded.
  • The response file will indicate if a debt was accepted or rejected.
  • If a debt is rejected, DOR will provide a Reason Code. The report will be delivered according to your agency profile (SFTP folder or My Tax Account - Action Center).
  
  
• Close Debt File
  
  

  The Close Debt File lists debts that have been closed for intercept.

  • Debts will be closed for intercept when the balance is less than $20.00, or
  • Debts will be closed for intercept when DOR has determined the SSN to be a mismatch after accepting the original transaction.
  
  

  The report will be delivered on the first Tuesday of each month based on your agency profile (SFTP folder or My Tax Account – Action Center).

TRIP Contact

Phone: (608) 264-0344
Fax: (608) 261-6226
Email additional questions to DORAgencyCollections@wisconsin.gov

Pay the TIF administrative fee

The $150 administrative fee per active Tax Incremental District (TID) is posted to a municipality's My Tax Account at the beginning of March each year. The municipality must pay this fee by April 15.

Pay the TIF fee for creating a new TID or for amending an existing TID

The fee associated with creating or amending a TID ($1,000 per TID) is posted to a municipality's My Tax Account when the Wisconsin Department of Revenue receives notification of the creation or amendment. A municipality should send notification to tif@wisconsin.gov and pay the fee by October 31.