If you are a sole proprietor and have filed individual income tax returns in Wisconsin in the past, you can sign up for My Tax Account (MTA). If you are a third-party preparer who has never filed nor registered with the Wisconsin Department of Revenue, please call us at the number below for assistance in setting up your account with us before registering for MTA.

For security purposes, it is important that all users, including tax professionals, register and sign in to MTA with their own username and password. Follow the steps below to create your own My Tax Account profile:

1. Select the "Sign Up" link under the username and password fields on the top of the My Tax Account login screen
2. Enter the required information and select "Next"
   
   1. You must enter a unique username, password, and email address
   2. Do not share your username or password with others
      1. Note: DOR may ask for your username if you contact us for support, but we will not ask for your password
   3. Select "Yes" to the question asking if you are a third-party preparer
3. Enter your business information
   
   1. This is your third-party business information and not your client's information. If you are an independent accountant, organized as a sole proprietor, you may use your personal information here.
4. Submit
   
5. Log in with your new username and password
   
   

Before you request access to your clients' accounts:

• Notify your clients that you will be requesting access. DOR will notify your clients when you submit an access request, so it is good practice to notify them first.
  
• For individual income tax and homestead credit accounts, make sure your clients have both of the following before you begin your request:
  
  1. Their own MTA profile with Master access, and
  2. A valid Power of Attorney on file with DOR authorizing you to have access to their individual income tax and/or homestead credit information.
• For business tax accounts where your client does not have a My Tax Account profile, have your client provide you with Form A-777a or a substitute form signed by an authorized person of the business. Keep a copy for your records. Do not send Form A-777a to the Wisconsin Department of Revenue unless requested.
  
  

If you have not reviewed the information in #3 above, please review it, then follow the steps below.

1. Log in to your MTA profile, then select "Manage My Profile" in the upper right.
2. Select "More…" then "Request Access to a Third Party Account."
3. Indicate if the request is for access to a wage attachment. For wage attachment access, you must have information about an employee under a wage order.
4. For business and personal taxes select "No" then "Next."
5. Select "Add Client" and enter the required information.
6. Select "Submit."
   
   

The client will receive an email after a third party submits or attempts to submit an access request. There are three scenarios that can happen:

• Client has an MTA profile and a valid POA on file: an email will be sent to the client (via the email address associated to their master MTA profile) with instructions on how to approve the third party's request.
  
• Client does not have an MTA profile: an email will be sent to the client with instructions on how to register for MTA. This goes to the email address the third party enters on the Add Client screen. The third party will not be able to complete their access request until the client has successfully registered for MTA.
  
• Client has an MTA profile but not a valid POA on file. The third party will not be able to complete the access request until the client has a valid POA on file.
  
  

An email will be sent to the client's My Tax Account (MTA) Master account holder to notify them of your third-party access request.

If the your client does not have a master MTA logon, they will receive a letter about your access request. The access request will be automatically approved, and the tax account(s) will appear on your homepage. Note: there is no automatic approval for individual income tax and homestead credit accounts; see #5 above.