​MTA Registration

IMPORTANT: The first user to register for My Tax Account automatically receives "Master" level access. All subsequent registrations for My Tax Account will receive "Account Manager" access. The user with "Master" access will manage the access of all "Account Manager" users and third-party preparers.

You may sign up for My Tax Account by following the steps below:

Go to the My Tax Account login screen. Select "New? Create new username, Sign Up"

Step 1: Enter Profile Information

Each username requires a unique profile email address.

If you have an existing username that you are no longer using, 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.

If you would like to keep your existing username, you can request access to each of your business entities by following the “Request Third Party Account Access” steps.

As a business owner or business employee, select "No" when asked “Are you a third-party preparer?”

Step 2: Customer Information

Enter the business information for the primary business.

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

Select the Tax Account Type and, for verification purposes, enter the total tax due from a prior return or the Letter ID from either the Business Tax Registration Greeting Letter, Notice of Estimated Tax, or Notice of Amount Due. Select "Submit" to create your My Tax Account username.

Access to Multiple Businesses

As a business owner or employee, you have two options to access multiple businesses:

• You may request third party account access under your existing profile, or
• You may register for a My Tax Account profile for each business. Keep in mind, each My Tax Account profile you create requires a unique profile email address.

To request access to another business' account(s), follow these steps:

1. Log in to My Tax Account
2. Select "Manage My Profile"
3. Select "More..."
4. Select "Request Access to a Third Party Account"
5. Select "No" and select "Next" if you are not requesting access to a wage attachment account
6. Select "Add Client" and enter required information
7. Select "Submit"

If the third-party account access request is successful, then account access will be granted immediately for the tax account type requested.

Security

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

Update Profile

To update any profile information (i.e., first or last name, email address, phone number, etc.), follow these steps:

1. Log in to My Tax Account
2. Select "Manage My Profile"
3. Select the link below each option to edit it

Note: You cannot edit your username. The only way to change your username is to cancel your existing profile and register for a new profile.

Change Password

1. Log in to My Tax Account
2. Select "Manage My Profile"
3. Select "Change Password"
4. Enter your current password and your new password twice
5. Select "OK"

Adding a DBA (Doing Business As)

1. Log in to My Tax Account
2. Select "More..." (if you have access to multiple businesses, select the business first)
3. Select the "Manage Names and Addresses" link in the "Names and Addresses" panel
4. Select "Add"
5. Enter the DBA and 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 or Articles of Amendment) with your request.

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. The user with "Master" level access may remove access of employees and third-party preparers by following these steps:

1. Log in to My Tax Account
2. Select "Manage My Profile"
3. Select "More..."
4. Select "Manage Other Users Access"
5. Select the username you wish to delete access for
6. Select "Deactivate Access"
7. Confirm that you wish to deactivate the username by selecting "Yes"

Cancel Online Access

You can cancel your online access to My Tax Account by following these steps:

1. Log in to My Tax Account
2. Select "Manage My Profile"
3. Select "More..."
4. Select "Delete My Profile"
5. Confirm your request by selecting "OK"

November 12​, 2024