Using My Tax Account (MTA)

• 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

    The Department of Revenue continues its efforts to enhance security by further protecting taxpayer data. Each user is required to enter a department-issued security code when logging in to My Tax Account.

    • Users will be prompted electronically to provide a security code email and/or cell phone number (if text is chosen) for code delivery at first log in.
    • DOR will send the security code immediately via email or text (based on the users' choice) for entry in to 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
    • A security code is only good once. The previous becomes invalid as soon as it is used or when another is requested.
    
    
  • What you should know
    
    
    • 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
    • If your cellular carrier is not listed, select email option
    • 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.

Watch our Unlocking Your Account video for assistance in unlocking your account.

• My Tax Account username and password

  Each user will create a username and password during the registration process.

  • The username must be between 5-20 characters and begin with an alphanumeric character
  • The password must be a minimum of 8 characters and must contain a combination of letters and numbers
  • Passwords must contain both uppercase and lowercase letters
  • Passwords must contain at least one special character
  • Passwords are case sensitive and cannot contain your username
    
    

  Go to Business Account Registration or Third Party Account Registration for step-by-step instructions on how to register with My Tax Account, or go to My Tax Account select New User? Create New Username.

• Forgot MTA Username?

  If you are a current user and have forgotten your username, select Forgot my 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.

• Using WAMS Logon ID

  If you had a WAMS ID and used My Tax Account before June 6, 2011 you will use the same logon information the first time you log in to My Tax Account.

  You will be prompted to create a secret question and confirm your name and profile email address. This is now your My Tax Account ID that you will use only to log in to My Tax Account.

  Note: Any changes made to your My Tax Account username and password will not affect your WAMS ID and password, and vice versa. You will continue to access other State of Wisconsin applications with your WAMS ID.

• Using your WAMS ID for other State Applications

  You still need a WAMS ID to use the following Department of Revenue applications:

  • M-P Forms, Manufacturing Personal Property
  • M-R Forms, Manufacturing Real Estate
  • M-L Forms, Leased, Rented, or Loaned Personal Property
  • Real Estate Transfer - Assessor and Government Office Access
  • Secure File Transfer Protocol for Tax Refund Intercept Program (TRIP) debtor files
    
    

  Changing your WAMS ID to a My Tax Account username does not eliminate the WAMS ID. Your WAMS ID can be used with applications at the following State of Wisconsin agencies:

  • Department of Transportation
  • Department of Health and Family Services
  • Department of Natural Resources
  • Department of Public Instruction
  • Department of Workforce Development
    
    

Watch our My Tax Account Registration video for additional assistance.

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.

If you are a business owner (owner of a corporation, partnership, LLC or a sole proprietorship) or a business employee, follow the steps below.

Go to the My Tax Account login screen. Select New? Create new username and follow the steps below.

Step 1: Logon Information

• Each My Tax Account user needs their 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 a business owner or business employee, select No.
• If you had a WAMS ID or My Tax Account username previously, but can't remember it, select Forgot my username or password? on the My Tax Account login screen.
  
  

Step 2: Customer Information

• 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.
• 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:

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

If you selected No on Step 3, you will not have access to your business tax accounts. If you don't have the required information while you're registering, you can select No and add access to your accounts after you log in the first time.

Step 4: Account Access

• If you selected No on Step 3, select Submit in the lower right corner to create your My Tax Account username.
• For users that selected Yes on Step 3, enter your Tax Account Type and Total tax due from prior return or deposit reports or Letter ID. Select Submit to create your My Tax Account username.

Authorization Code

• After completing the steps above and submitting your registration, you will receive a confirmation email with an authorization code via email.
• You will need to enter this authorization code the first time you log in to My Tax Account.
  
  

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.
• If you had a WAMS ID or My Tax Account username previously, but can't remember it, select Forgot my username or password on the My Tax Account login screen.
  
  

Step 2: Enter Business Information

Authorization Code

Request Access to Client Accounts

Business Owners or Employees

• Access my Business Tax Accounts Online

  If you have multiple business tax accounts, you may add access to all the business tax accounts (i.e., Sales and Use, Local Exposition, Premier Resort, Rental Vehicle, Withholding, etc.) 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 Add Access to a Third Party Account. This can also be used as an alternative method to register to "File and Pay" for your multiple business entities under one username. 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.
    
    
• Third Party Preparer to Access my Business Tax Accounts Online
  
  

  Access request will be automatically approved regardless if a business has a Master My Tax Account profile. An email will be sent to 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.

  A third party preparer may request access to your business tax accounts if you are not registered to use My Tax Account. In order to select this access, the third party preparer must have a Form A-777a on file that you (their client) have signed. This form provides your approval to file returns, make payments and access tax account information through My Tax Account.

  Please note: Third party preparers are not allowed access to the following business tax types: Ambulatory Surgical Center Assessment Survey, Real Estate Transfer, Tax Incremental Financing, and Utility Taxes. Only business owners or employees of the business are allowed access to file reports and payments for these tax types.

• 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.
  • File - You have view access to everything, may file returns and request filing extensions.
  • File and Pay - You have view access to everything, may make payments, file returns, request filing extensions, and installment agreements.
  • Pay - You have view access to everything, may make payments and request installment agreements.
  • View - You may only view account information and will not be able to submit requests or modify information.
  • No Access - You will not be able to access or view account 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, select Manage Account Access
  • Select Cancel Access
    
    

  This will remove your business tax accounts from their username.

Third Party Preparers

• Watch our Add Third Party Access video for assistance


• Access a Client's Business Tax Accounts Online
  
  

  As a third party preparer, once you have established a username, you may access your client's business tax accounts. Select Manage My Profile from the homepage, then More... and Add Access to a Third Party Account. Enter the required information and access will be added to your My Tax Account profile immediately. An email will be sent to My Tax Account Master account holder as notification of your access. If the account owner does not have a Master My Tax Account logon, they will receive a letter about your access.

• Delete Access to a Client's Business Tax Accounts 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.

• 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.

  Note: If your profile email address is incorrectly listed for a username, you will not receive any email notifications from us.

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 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.

Username

Each user must create a username and password during the registration process.

• The username must be between 5-20 characters and begin with an alphanumeric character
• The password must a minimum of 8 characters and must contain a combination of letters and numbers
• Passwords must contain both uppercase and lowercase letters
• Passwords must contain at least one special character
• Passwords are case sensitive and cannot contain your username
  
  

Update Profile

To update your profile information or authentication information:

1. Select Manage My Profile from your homepage
2. Select the link below each option to edit
   
   

Change Password

1. Select Manage My Profile and select Change Password
2. Enter your current password and your new password twice
3. Select OK
   
   

Update Business Name

To update the "doing business as" (DBA) name:

1. Select the More... tab (If you have access to multiple businesses, select the business first)
2. At the bottom of the screen, select Manage Names and Addresses
3. Select Add
4. 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 to for assistance unlocking their username.

You must use your own username that you created when you registered for My Tax Account. You can't use the username of another individual, including co-workers or clients.

After logging in with your username and password, you may be prompted to request a security code by text or email. You entered this information in your profile when you first logged in to My Tax Account. Please allow a couple minutes for the text or email to arrive.

Once you receive the six-character code, enter it in to the Security Code field. A security code is only good once.

Tips if you are having problems:

• If you've used an incorrect username or password, use the Forgot username or password? link on the login page.
• If you haven't logged in for a while, you may see your profile information screen and be asked to update your profile.
• If you haven't received a code by email, be sure to check your junk or spam folder. You may also need to check your server or computer security settings and add DOR-DO-NOT-REPLY@wisconsin.gov as a trusted email address.
• If you still haven't received your code, call us at (608) 261-5338.
  
  

Before you log in the next time, check Trust this device to avoid requesting a security code each time you log in. However, if you log in for the first time with another browser or computer, or your browser cookies were deleted, you will be prompted to request a new security code.

Registration

Step 1 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 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 enter "00000" as your zip code.

Step 3 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
• Registering to make Utility Tax or Real Estate Transfer fee payments
• Setting up a Wage Attachment Account
  
  

Step 4 Errors

Note: In Step 3: Adding Access to an Account, you must enter a Total tax due from prior return or deposit reports

• Total tax due from prior Return 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 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
    
    
• No Authorization 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 authorization 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
  
  

  Example: If you are using Internet Explorer, select View on the browser's menu and select Text Size. Choose your desired 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 in order to submit your payment.

Access Issues

• Business Tax Accounts Not Listed?
  
  

  If you are logged in to My Tax Account and you do not have access to a list of your tax accounts on your homepage, you will need to add those accounts. Select Manage My Profile from the homepage, then select More... and then select Add Access to an Account and select Business Accounts. Enter the required information and submit. The tax accounts will be immediately listed on your homepage.

  If you are a third party preparer and you do not have access to your clients' accounts, select Manage My Profile from the homepage, then select More... and then select Add Access to a Third Party Account. You will have to insert the required information and the tax accounts will be immediately listed on your homepage.

• Manage Usernames
  
  

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

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

• Transfer a Username
  
  

  If you need to transfer your username and change the business that you have associated to, contact us at (608) 261-5338.

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 the Quick Links tab, then Register 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
• Motor Fuel Tax
• Occasional Consumer Use (Pay Only)
• Partnership Income and Estimated Tax (Pay Only)
• Pass-Through Withholding and Estimated Tax
• Police and Fire Protection 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
• Terminal Operator's Schedule
• TID Annual Report Penalties
• Utility Tax (Pay Only)
• 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 our File and Pay Sales and Use Tax video for additional assistance.

Watch our File and Pay Withholding Tax video for additional assistance.

Watch our Pay Other Tax Types, Printing, and Requesting Appeals video for additional assistance.

How to File a Return

Choose the tax account and select File and Pay/View Returns for the period you would like to file. If you don't see the period you want to file, select the arrow to navigate to the next page and select the correct period.

1. Select File, View, or Amend a Return.
2. If you don't have sales or purchases for the period, select Yes for the question Do you plan to report zero on every line? and select Next and then Submit.
3. If you have sales or purchases for the period, complete the required fields on the return step-by-step. If your return has an error, the entry fields will be red and must be corrected before the return can be filed.
4. If your return has no errors, select Submit. You will be prompted to select OK in the confirmation window before submitting the return.

Note: While working in My Tax Account, you will be logged out if you are inactive for 15 minutes. Any unsaved information will be lost.

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 all the questions Are you reporting zero on every line for you supplier/carrier/terminal operator report? and select Next. Zeros will automatically be entered on every line of your return. Select Next until the Summary page and then Submit.
  
  

Save and Finish Later (Stored Returns)

1. Use Save Draft to save a return to complete at a later date. The return status will be listed as Not Filed in the filing period list on the specific business tax account page.
2. Select View Submission to access the stored return.
3. Select Continue Editing in the top-right corner to open the return for editing and filing. The process will be the same as filing an original return.
   
   

Print a Return

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

1. Choose the tax account type
2. Select File and Pay/View Returns, select the return/period, then select View or Amend Return.
3. Select Print in the top-right corner.
4. If the return you want to print is not listed, select the arrow to navigate to the next page and select the correct period.

Note: You can also access returns from the Submissions tab on the home screen. Select More... on the homepage to search submissions.

Amend a Return

1. From the tax account page, select View or Amend Return for the filing period you wish to amend.
2. Select Amend and make the necessary changes. Select Next to navigate through all steps and then Submit.
3. Verify the updated information is correct and submit the amended return.

• Withholding Tax - If you have under reported withholding tax, you may file an additional WT-6 report for the same filing period. From the withholding account page, select the period to file an additional WT-6 report and then File, View, or Amend a Return and File Now. If you have over reported withholding tax, select the period the return needs to be amended for, then File, View, or Amend a Return and View or Amend Return. Select Amend in the top-right corner and enter the correct withheld amount. This request will be sent to DOR, where we will manually change the original WT-6 report.
  
• Note: If you need to correct a previously reported amount, you should amend the return for that specific filing period. Do not make adjustments or take credits on your current month's return.
  

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. Select the Account Type of the specific business tax account.
2. Select File and 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.

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

Submit an Appeal

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

1. Select the tax account type, then select File/Pay/View Returns.
2. Select Appeal in the top-right corner.
3. Enter the required information, including an explanation for the appeal.
4. When you submit the request, you'll see a confirmation page.
   
   

Watch our File and Pay Sales and Use Tax video for additional assistance.

Watch our File and Pay Withholding Tax video for additional assistance.

Watch our Pay Other Tax Types, Printing, and Requesting Appeals video for additional assistance.

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.
  
• Credit Card - You will be directed to an external website (acipayonline.com) to set up a credit card payment. ACI Payments, Inc. charges a convenience fee of 2.5% of the payment amount with a $1.00 minimum. DOR does not receive any portion of the convenience fee. To pay by telephone, call toll-free (800) 272-9829.
  
• 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. Select the filing period on the tax account page.
2. Select Make a Payment in the top-right corner.
3. If the period you want isn't shown, select the arrow to navigate to the next page and select the correct period.
4. Choose your preferred payment option. If you choose credit card, you will be directed to the ACI Payments, Inc. website.
5. After submitting, you'll see a confirmation page.

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 this 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 by selecting Manage My Profile.

  1. Select More... and select Manage Payment Sources function to add a default payment source.
  2. Add bank account information and select Save.
  
  
• Third Party Preparers
  
  

  Third party preparers may enter payment sources for their clients by selecting Manage My Profile.

  1. Select More... and select Manage Payment Sources option to add a payment source for a specific business.
  2. Select Setup new payment source to add a payment source.
  3. 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.
  4. Select Save.
     
     
• Changing a Payment Source
  
  

  To change a saved payment source:

  1. Select Manage My Profile, select More..., select Manage Payment Sources, then the bank account name from the Payment Sources list to rename or remove a payment source.
  2. You may set tax type specific default payment sources from this page or when authorizing a payment.
     
     

  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.

• 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 Requests

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 More... on the homepage and then Search Submissions in the Submissions tab.
2. You can see returns under Pending, Processed, or Deleted headings.
3. 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 More... on the homepage and then Search Submissions in the Submissions tab.
2. Select the return and/or payment under the Pending heading.
3. Select Delete or Cancel in the top-right corner.
   
   

Who can file a Buyer's Claim for Refund (BCR)?

A buyer may submit a refund of state, county, and stadium district (baseball and football) sales tax paid to a seller in error if:

If the amount claimed is less than $50, and none of the above conditions apply, you may not file a buyer's claim. You may request the sales tax refund from the seller.

Taxes Paid to the Department of Revenue

Taxes Paid to Another State Agency

Buyers claiming a refund of tax paid to another state agency, such as the Department of Transportation (DOT) or the Department of Natural Resources (DNR) cannot file a Buyer's Claim for Refund.

A refund request must be submitted directly to:

Note: This applies to situations where the buyer is required to pay use tax to the agency prior to registering or titling property such as a motor vehicle, boat, snowmobile, mobile home not exceeding 45 feet in length, trailer, semitrailer, all-terrain vehicle or aircraft in Wisconsin.

In situations where the buyer paid sales tax to a state agency as the retailer of the property or taxable service purchased, the buyer should follow the procedures provided in Publication 216, Filing Claims for Refund of Sales or Use Tax.

In situations where the buyer paid sales tax to a state agency as the retailer of the property or taxable service purchased, the buyer should follow the procedures provided in Part IV B.1 of Publication 216, Filing Claims for Refund of Sales or Use Tax.

Time Limitations

You generally have four years from the due date of your franchise or income tax return to file a claim for refund unless audited by DOR for the period of the claim. More information about time limitations 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
  
• If you are not registered for My Tax Account:
  
  
  • Go to My Tax Account.
  • Select Buyer's Claim for Refund under Businesses.
  • Enter the required information and attach/upload the related documents (invoices, proof of payment, list of purchases).
  • Select Submit and Print Confirmation page for your records.
  
  
• If you are registered for My Tax Account and have previously filed a Buyer's Claim for Refund:
  
  
  • Log in to My Tax Account.
  • Select Buyer's Claim Refund.
  • Select File New Claim.
  • Enter the required information and attach/upload the related documents (invoices, proof of payment, list of purchases).
  • Select Submit and Print confirmation page for your records.
  
  
• File using the paper forms:
  
  
  • 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
    
    

  Helpful tips to expedite the processing of your claim:

  1. Include a Schedule P for each seller to whom sales tax was paid in error. Each Schedule P should be properly completed, with the seller having completed and signed section 2 of the schedule, and the list of purchases on the reverse side is completed with all information. A spreadsheet may be used to list the purchases, but all of the requested information must be included for each purchase.
  2. Legible copies of invoices or billing statements showing the amount of sales tax paid to the seller must be included, along with proof of your payment.
  3. The correct seller identity must be provided, including the seller's correct business name and federal employer identification number (FEIN) or Wisconsin tax account number (WTN), if known.
     
     

Wage Attachment User Guide for Employers (Printable)

Register for Wage Attachment Payments

• Register for My Tax Account
  
  
  • Go to Business 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 Logon ID that is associated to the business, you can add access to the Wage Attachment Account for that business. After logging in, select Add Access to an Account from the My Tax Account homepage and choose Manage My Profile, select More..., select Add Access to an Account under Request Additonal Access and chooseWage Attachment Payments.

    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.
      
      
  • Third Party Preparers
    
    

    As a third party preparer, you can access a Wage Attachment account and remit Wage Attachment payments. After logging in, select Manage My Profile, select More..., select Add Access to a Third Party Account under Request Additional Access. Select Yes to the question Is this request for wage attachment authorization? and select Next.

    You will be required to enter the following information:

    Employer Information:

    • Select an ID Type (FEIN, SSN, WTN) and enter the ID number
    • Business Name
      
      

    Wage Attachment Information:

    • Name and Social Security Number for any employee with an active DOR wage attachment, or
    • The Letter Identification Number (LXXXXXXXXXX) listed on a new Wage Attachment Order.
      
      

    Third Party Information:

    • Verify the Name, Email Address and Phone Number that is listed for the Logon ID
      
      

    If the client is registered on My Tax Account, your access request will be emailed to the account owner to approve.

    If the client is not registered on My Tax Account, the Wage Attachment Account will be immediately available under the Summary tab on the top of the client's accounts page.

    Note: If your client does not have access to the internet or My Tax Account, you must have Form A-777a or a substitute form signed by the account owner. 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 DOR.

• Using the Wage Attachment Account
  
  

  The Wage Attachment account allows you to update employee status, make payments, view pending, and view submitted requests.

Submit Wage Attachment Payments

• Make a Wage Attachment Payment
  
  
  1. Log in to My Tax Account and select the Wage Attachment account type from the homepage.
  2. Select Wage Attachment Payments.
  3. Enter the payment source information or select a previously saved payment source.
  4. The following information is displayed for each employee with a current wage attachment:
     
     
     • Employee Names and Social Security Numbers (last four digits) of all employees with an active or recently satisfied wage attachment order.
     • Current Balance, the remaining amount due to DOR under the wage attachment order.
     • Withholding Request, the amount that should be withheld from the individual's gross wages. This is displayed as either a percentage of the employee's gross pay per period or a monthly dollar amount.
     • Issue Date of the wage attachment order.
     • Release Date, the date that the employer is no longer obligated to withhold for this wage attachment.
     
     

  Note: If DOR releases a wage attachment, a letter will be sent to you. Additional amounts due may result in another wage attachment being issued. If you notify DOR that the employee is no longer working, a release letter will not be sent.

  5. 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.
     • If the current balance is zero, a Wage Attachment Release letter either has been sent or will be sent soon. You are no longer obligated to withhold for this employee.
       
  6. Verify the total payment, which will automatically calculate and be listed towards the top of the screen.
  7. Enter the Payment Date. Payment dates can be entered up to 30 days in the future.
  8. Confirm the amount entered is the amount you want to submit.
  9. Select Submit and Agree and print the confirmation page.
  10. Payment Frequency
      
      

      Wage attachment payments must be submitted by the end of the following month. Example: If you withheld wages during the month of July, submit those wages to DOR by the end of August.

      Note: You may submit wage attachment payments each pay period.

  View Payment Submissions
  
  

  All payment requests in My Tax Account can be viewed from the Submissions tab under More... on the homepage. Search allows you to search requests by date.

  Payment Errors
  
  
  • Submitted
    
    

    Pending submissions can be viewed from the Submissions tab under Search Submissionsby selecting More... on the homepage. They are pulled for processing and sent to the department each business day at 4:00 PM CST. All requests that are in pending status can be deleted on My Tax Account.

    To delete a submission:

    1. Select Search Submissions in the Submissions tab under More... from the homepage to display a list of submissions.
    2. Select the specific pending payment request you would like to delete.
    3. Select Cancel and Confirm.
    
    

    Note: If you entered a future payment date, you will have until 4:00 PM CST the day before the effective date to cancel the scheduled payment.

  • Processed Requests
    
    

    If it is after 4:00 PM CST and your payment has been submitted to DOR, you must contact your financial institution and request that the payment be returned using the specific reversal code 31.

Update Employment Status

• Available Status Options
  
  

  The following employee status options are available:

  • Active – Employee is in an active pay status and receiving payments.
  • No Longer Working – Employee has terminated employment and has received all compensation due to him/her.
  • Temporary Leave – Employee is currently not receiving compensation due to a leave of absence, medical leave, or temporary layoff. Selecting this status requires that a Work Return Date be entered.
    
    
    • Work Return Date – Current expected return date from temporary leave. If the current displayed date is to be extended, you will need to first activate the employee.
      
      
  • Update Employee Status
    
    

    To update the status of an employee:

    1. Select the Wage Attachment Account type from the My Tax Account homepage.
    2. Select Update Employee Status. All employees with an active wage attachment order will be displayed.
    3. For the specific employee, select the current check mark to remove it and select the correct checkbox for their current status.
    4. If you select Temporary Leave, enter the Work Return Date.
    5. If the information is complete, select Next and Submit. Print the confirmation page.
       
       

    Another option to update status of an employee:

    1. Notify DOR at ccerts@wisconsin.gov of the employee's updated employment status.
    2. Include the employee's name, Notice of Wage Attachment Letter ID number (LXXXXXXXXXX), and the last four digits of the employee's social security number for identification purposes.
    
    

  • Seasonal Employees

    • If you have a seasonal employee that is no longer working, update the employee status as No Longer Working. DOR will release the wage attachment order.
    • If you have a seasonal employee that returns to work, contact DOR and a new order will be issued.
    
    

  • Reactivate an Employee

    • If you reported an employee's status as No Longer Working, contact DOR at ccerts@wisconsin.gov or (608) 264-9956 to issue a new withholding order.
    • If you reported an employee's status as Temporary Leave, select Update Employee Status and change the Employee Status to Active and Submit.
      
      

  Troubleshooting Wage Attachments

  • Employee Status Errors
    
    
    • Employee Not Listed?
      
      

      If an employee is not listed and you have a wage order for them, contact DOR at ccerts@wisconsin.gov or (608) 264-9956.

    • Employee Listed with No Wage Attachment Order?
      
      

      If you have not received a wage order for an employee that is listed, email ccerts@wisconsin.gov with the employee's name, the last four digits of the employee's social security number, and your fax number or mailing address.

      We will research and provide you with a copy of the original wage attachment order.

  • Release Date Issues
    
    

    Use the current date to update the employee's status and release the wage attachment order.

    If an employee has left your employment on a different date, by entering today's date you are indicating to release the wage order effective today. Once released, the department will no longer expect wage attachment payments.

    If an employee's status is entered as Temporary Leave, there will be no release date. Enter a Work Return Date; the date that the employee is expected to return to work.

    
    
  • My Tax Account General Troubleshooting
    
    

    For more information on troubleshooting general My Tax Account issues, go to My Tax Account Troubleshooting.

  Wage Attachment Payments Contact

  Phone: (608) 261-5338

  Email: DORMyTaxAccountHelp@wisconsin.gov

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 trip@wisconsin.gov to add access to your TRIP account.
  
  
• Third Party Collection Agency Access
  
  
  • Access My Tax Account: Select the Getting Started 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:
       
       
       • Initial: original debt submission.
       • Agency Adjusted: a change submitted by the agency.
       • DOR Adjusted: a change submitted by DOR.
       • Refund: a refund intercepted and applied to a debt by DOR.
       • Lottery: a lottery payment intercepted and applied to a debt by DOR. Note: Intercepted lottery proceeds may only offset state agency debts.
       • 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.
       
       

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.