1. Go to tap.revenue.wi.gov
2. Select "Sign Up"
3. You will need the following information to complete your registration:
   1. Your Social Security number, last name, and ZIP code
   2. Information from one of the following documents (See question 5 if you do not have one of these documents.):
      • Wisconsin driver license or Wisconsin state ID
      • A W-2 from the last three years
      • A 1099-R from the last three years
   3. Your Wisconsin income from one of the last three years (for individual income tax and homestead credit accounts only)
      • See question 4 below for help finding your Wisconsin income

After you submit your registration request, we will mail you the MTA Personal Account Registration letter. See question 6 below for instructions on what to do after you receive your MTA Personal Account Registration letter.

Access to My Tax Account (MTA) is not granted instantly. After starting the registration process, you will be mailed a letter containing additional information needed to complete your registration.

The first user to request access to MTA 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 and password requirements:

1. Each MTA user needs their own username and password
   • You cannot use the same profile email address for multiple My Tax Account profiles
2. Username must be between 5-20 characters and begin with an alphanumeric character
3. Password must be a minimum of 8 characters and must contain
   • Both uppercase and lowercase letters
   • At least one special character (ex., ~! @#$%^&*_-+=`|\(){}[]:;"'<>,.?/)
   • At least one number
4. Passwords are case sensitive and cannot contain your username

Registration tips:

• Unless you are managing someone else's account, select No to the "Are you a third-party preparer" question
• If you are a third-party preparer, do not register on behalf of your client. Personal users must register for MTA themselves so they have Master access to their own accounts. Third-party access is not available for personal user accounts at this time.
• If you are inactive for 15 minutes while working in MTA, you will be logged out and lose any unsaved information

Log in to your My Tax Account and follow the steps below. You will need the information listed in question 1 above to complete your account access request

1. Select "Manage My Profile" on the top right
2. Select "More..."
3. In the "Request Additional Access" card, select "Request Access to an Account"
4. Choose "Personal Accounts" and "Next"
5. Choose the tax account type from the dropdown menu and follow the steps to add access
6. We will mail you the MTA Personal Account Registration letter after you submit your request
7. After you receive your MTA Personal Account Registration letter, log in to your My Tax Account, repeat steps 1-5, and enter the information from your MTA Personal Account Registration letter when prompted

Your Wisconsin income is listed in the following places on your tax return or homestead credit claim:

• Form 1 (full-year Wisconsin residents):
  • Line 5 for 2020 and 2021
  • Line 7 for 2022
    
• Form 1NPR (part-year residents and nonresidents):
  • Line 31 for 2020 and 2021
  • Line 30 for 2022
• If you only file homestead credit, your Wisconsin income is equal to your total taxable income (line 8a plus line 8b of your Schedule H or line 5a plus 5b of our Schedule H-EZ)

If you receive an error and are confident the amount you entered is correct, one of the situations listed below may apply to you:

• If you amended your return, enter your Wisconsin income from your amended return
• If the Wisconsin Department of Revenue adjusted your return, enter your corrected Wisconsin income from the adjustment notice
• If your return has not finished processing, you cannot use your Wisconsin income from that return for verification
  • If you filed another year available in the dropdown, choose a different year for which we have finished processing your return

Our customer service team is unable to provide you with your Wisconsin income or any other information from your tax return.

If you cannot provide information from one of the documents listed in question 1 above, you may instead upload identity verification documents. Acceptable identity verification documents include one document from each of the following categories:

1. A document with your photograph and full name:
   • Wisconsin photo driver license (current)
   • Driver license from any other state (current)
   • State identification card
   • Passport
   • Military identification
   • Government issued photo identification, including Tribal ID card
   • U.S. college or university photo ID
   • Employee photo ID card with recent payroll stub
2. A document with your full name and current address (this cannot be the same document as category 1):
   • Utility bill (gas, electric, cable, cell phone, etc.)
   • Bank statement
   • Payroll stub
   • Tax bill
   • Rental agreement (signed by landlord and renter)
   • College or university transcript
   • Insurance policy (vehicle, homeowners, renters, health, life)
   • Credit card statement

After we review and approve your documents, you will receive the MTA Personal Account Registration letter with instructions on how to complete your registration.

If you are a new My Tax Account (MTA) user who has never logged in to your account, follow these steps:

1. Go to tap.revenue.wi.gov/MTARegLetter
2. Enter your MTA username
3. Enter the confirmation number from your MTA Personal Account Registration letter
4. Enter the security code from your MTA Personal Account Registration letter
5. Submit
6. Go to tap.revenue.wi.gov
7. Log in with your username and password

After you log in for the first time, you will be prompted to set up two-step verification. See question 7 below for more information about this.

If you are an existing MTA user, follow steps 1-5 in question 3 after you receive your letter.

The Wisconsin Department of Revenue uses two-step verification to protect you:

• You will be prompted to provide a security code email and/or cell phone number for code delivery the first time you log in
• DOR will send the security code immediately via email or text for you to log in

Security Code Tips:

• You can select the "trust this device" box to avoid receiving a security code each time you log in
• A security code will be required each time if:
  • You log in on a new device
  • You switch browsers or delete your cookies
• Security codes are one-time use, and the previous code becomes invalid as soon as you request a new code
• Security contact email or cell phone number may be different from your profile information and is used for security purposes only
• You may use your security contact information for multiple My Tax Accounts
  • For example, you may have one My Tax Account (MTA) for your business accounts and a separate MTA for personal use
• If your cellular carrier is not listed, choose the email option
• Standard message and data rates may apply for security code text messages

General Security Tips:

• Do not share your username or password with anyone
• Create separate MTA profiles for personal and business use
  • This will help prevent accidental access to your individual income tax information by an employee of your business

You can file your Wisconsin individual income tax return in My Tax Account if you:

• Have already filed your federal return and have a copy of it in electronic format
• Were a full-year resident of Wisconsin (from January 1, 2023 – December 31, 2023)
• Have only the following wage and information returns to report: Forms W-2, W-2G, 1099-R, 1099-NEC, 1099-MISC, 1099-INT, and/or 1099-G in 2023
• Do not have income to report derived from a tax option (S) corporation, partnership, limited liability company, trust, or estate
• Were single or head of household – not married for tax year 2023
• Do not require any schedules except Schedules CS, PS, I, WD, AD, and/or SB
• Are not claiming any credits except the additional child and dependent care credit, school property tax credit, veteran's and surviving spouses property tax credit, itemized deduction credit (Schedule 1), and/or earned income credit

If you are not eligible to file using My Tax Account, file your return using WisTax or other software. Free File may also be an option for you.

Note: You cannot file your federal income tax return using My Tax Account. File your 2023 federal tax return before logging in to file your Wisconsin return, as you need information from your federal return to complete your state return.

Update Profile

1. Select "Manage My Profile" from your homepage
2. Select "Edit"
3. You may update your name, telephone number, profile email address, secret question and answer, and security contact
   • Note: You cannot change your username

Change Password

1. Select "Manage My Profile" and "Change Password"
2. Enter your current password and your new password twice
   • Refer to question 2 above for password requirements

Update Address

Note: You must have access to at least one account type in My Tax Account to use this feature.

1. Select "Manage Names and Addresses" from the "More..." tab
2. If the account currently has a mailing or location address listed, select your address information, then select "Change this Address"
3. If the account does not have a mailing or location address listed, select "Add"
4. Select "Verify Address" and "Submit"

Important: If you have fraud protection on your bank account, provide your financial institution with the appropriate DOR originator number (also called company ID) for your payment type. The originator number is listed on the payment page in My Tax Account. If you cannot find the originator number, contact us at DORIncome@wisconsin.gov or (608) 266-2772.

To make your payment:

1. Select "View Periods" for the account type you want to pay
2. Select "Make a Payment" in the top right corner
   • If you currently have no balance for your selected account type, you will not see this option and may instead see the option to make an estimated payment
3. Choose the correct payment type:
   • Amended Return Payment: payment on an amended return
   • Bill Payment: payment on a Notice of Amount Due
   • Collection Bill Payment: Payment on Action Required: Overdue Balance and other collection notices
   • Estimated Payment: quarterly estimated tax payments and extension payments
   • Field Audit Payment: payment on Field Audit Notice of Amount Due
   • Office Audit Payment: payment on Office Audit Notice of Amount Due
   • Return Payment: payment of amount due on a tax return
4. Enter your banking information and payment amount
5. Submit

Once submitted, you cannot edit your payment details. If you make an error, you must cancel your payment submission and enter a new one.

You can save your banking information to make submitting payments easier in the future:

1. Select "Manage My Profile" then the "More... tab"
2. Select the "Manage Payment Sources" link
3. Select "Setup new payment source"
4. Enter your bank account information and save

1. Select the "More…" tab on the homepage
2. Select "Search Submissions"

My Tax Account processes submissions at 4 p.m. CST each business day. You can cancel submissions while they are still in "pending" status (not processed).

To cancel a submission:

1. Select "More..." on the homepage
2. Select "Search Submissions" in the Submissions tab
3. Select the submission under the "Pending" heading
4. Select "Delete" or "Cancel" in the top-right corner

If you schedule a payment for a future date, you have until 4 p.m. CST on the business day prior to the payment date to cancel.

Select "View Balance Breakdown" in the card to the right of your name. The balance breakdown shows the following:

• Individual balance: Amounts you owe. You may request access to these accounts and view the balance from the Accounts tab.
• Joint Debt Balance: Amounts you owe with another person. You may not have access to view these accounts in My Tax Account but are responsible for paying the balance.
• Related Debt Balance: Amounts you owe for business taxes because you were assessed personally.
• Total

1. Select "Make A Payment"
2. Select the balance for the period you want to make payment
3. Select your payment method
4. Select payment type
5. Enter your bank account type unless it is a saved bank account
6. You can pay a different amount by selecting and entering it

1. Select "More..." on the homepage
2. Select "View Payment Breakdown" from the "Payments and Returns" box

1. Select "More..." on the homepage
2. Select "Request a Payment Plan" from the "Payments and Returns" box
3. Review the terms and conditions
4. Fill in the required information and submit

1. Select "Settings" on the homepage
2. Next to the "Mail Delivery" label, select the "Paper" link
3. Choose the "Electronic" option, read the information on the page, and save

Notes:

• You must keep your email address current, so you do not miss important information
• Some notices offer appeal rights, and you may only have 60 days from the day the notice is posted to My Tax Account (MTA) to appeal. Appeal deadlines are statutory and cannot be extended.
• We will deliver letters to you electronically whenever possible, but you may still receive some letters via standard paper mail
• You may choose different mail delivery options for each account type you have access to in MTA

Review our troubleshooting steps below. If you continue to have trouble using My Tax Account (MTA) as a personal user, contact us at DORIncome@wisconsin.gov or (608) 266-2772.

Forgot Username or Password

1. Select "Forgot my username or password" on the login page
2. Forgotten password: Enter your username and profile email address and select Submit to reset your password
3. Forgotten username: Select "Forgot your username?"
   • Your username will be emailed to your profile email address; if you no longer have access to your profile email, contact us at DORIncome@wisconsin.gov or (608) 266-2772