My Tax Account Troubleshooting

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  1. Registration
    Step 1 Errors
    1.1. Username/Password Errors
    1.2. Profile Email Address Already in Use?
    Step 2 Errors
    1.3. Business Owners and Employees
    1.4. Third Party Preparers
    1.5. Foreign Zip Codes
    Step 3 Errors
    1.6. Line 2A (Total Tax Due from prior Return/Deposit Reports) Error
    1.7. Line 2B (Letter Identification Number) Error
    1.8. No Authorization Code Email? or Password Reset Link

  2. System and Printing
    2.1. Cannot Print Voucher or Return
    2.2. Logged Out
    2.3. Attachment Issues
    2.4. Small Font Size

  3. Filing, Paying and Account Access
    3.1. Filing Issues
    3.2. Filing Periods that Require Attention
    3.3. Payment Source Issues
    3.4. Access Issues
          4.4.1. Business Tax Accounts Not Listed?
          4.4.2. Manage Logons
          4.4.3. Transfer a Username
    3.5. My Tax Account Not Available

REGISTRATION

Step 1 Errors

1.1 Username/Password Errors

Make sure your username and password are unique.

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1.2 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 clicking Forgot my username and/or Forgot my 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 to 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.

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Step 2 Errors

1.3 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.

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1.4 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.

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1.5 Foreign Zip Codes

If you have a foreign address, please enter "00000" as your zip code.

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Step 3 Errors

Note: In Step 3: Adding Access to an Account, you must complete either line 2A or 2B.

1.6 Line 2A (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 for 2A. The amount should be from one of the three most recently filed returns/reports for the tax type selected.

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1.7 Line 2B (Letter Identification Number) Error

If you do not have a filing history for the tax account type you've selected, you must enter a Letter Id for 2B. Letter Ids from the following department letters may be used:

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1.8 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.

As an alternative, you can click on Forgot my 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.

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SYSTEM AND PRINTING

2.1 Cannot Print Voucher or Return

When viewing the documents in View 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:

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2.2 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.

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2.3 Attachment Issues

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

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2.4 Small Font Size

To enlarge the font in My Tax Account:

Example: If you are using Internet Explorer, click View on the browser's menu and select Text Size. Choose your desired text size.

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FILING, PAYING AND ACCOUNT ACCESS

3.1 Filing Issues

To verify that you have submitted a return or payment request, select the Requests tab on the account summary page. All of the return or payment requests that have been submitted in the last 365 days are available, including pending, processed and withdrawn requests.

On the account summary page, 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. Open the return and click Change. 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.
Multiple Returns: Multiple returns have been received and processed by DOR for this filing period.

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3.2 Filing Periods that Require Attention

On your account summary page, look in the Attention column on the far right for messages about filing periods that need action.

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3.3 Payment Source Issues

To add a default payment source to a tax account:

To add a payment source for a business/customer:

To change a source, click the payment source name (e.g. MAIN STREET BANK - 0123) and select Change or Delete.

To add a shared payment source, click View My Profile, and the Shared Payment Options tab. Click add a shared payment source. These bank accounts may be used for all of your third party accounts.

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 in order to submit your payment.

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3.4 Access Issues

3.4.1 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. Click on Add Access to an Account and select Business Tax 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, click on Add Third Party Account Access. If you select the first option: Client is registered for My Tax Account, you will have to submit your request and wait for your client to approve the access request. If you select the second option: Client is NOT registered for My Tax Account, you will have to insert the required information and the tax accounts will be immediately listed on your homepage.

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3.4.2 Manage Logons

Each user has access to this function. Click on View My Profile and select Manage Logons. You may change the access for specific tax accounts.

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

3.4.3 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.

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3.5 My Tax Account Not Available

My Tax Account is available 24 hours a day, 7 days a week, but may be unavailable during periods of routine maintenance. Scheduled outage times are Tuesday through Friday, between 5:30 a.m. and 6:00 a.m. CST. Other times are the second Sunday of each month from 5:00 a.m. to 12:00 p.m. (noon).

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FOR MORE INFORMATION PLEASE CONTACT:

WISCONSIN DEPARTMENT OF REVENUE
Customer Service Bureau
PO Box 8949, MS 5-77
Madison, WI 53708-8949
Phone: (608) 261-5338
Fax: (608) 267-1030
Email additional questions to DORMyTaxAccountHelp@wisconsin.gov

July 7, 2016