Third Party Preparers

​​MTA Registration

You cannot register for My Tax Account before registering your business with Department of Revenue.

If you are a third-party preparer, not engaged in business in Wisconsin, you must contact a member of the My Tax Account customer service team at 608-261-5338 to have a placeholder account with your Federal Employer Identification Number created before you can register for My Tax Account.

If you are a third-party preparer, engaged in business in Wisconsin, you can register for the needed business tax account(s) with one of the following methods:

  • Go to (My Tax Account landing page) and select "Register a Business" in the "Businesses" panel to submit the request electronically
  • Complete Form BTR-101 and mail it to Department of Revenue. Keep a copy of the completed application for your records.
  • Register through Streamlined Sales Tax Governing Board's website

If you are a third-party preparer (an independent accountant or an owner/employee of an accounting firm), follow the steps below to register for My Tax Account:

Step 1: Enter Profile Information

As an independent accountant or an owner/employee of an accounting firm, select Yes when asked "Are you a third party preparer?"

Step 2: Customer Information

Enter the business information for the accounting firm (not your client's information)

  • If you are an independent accountant, without a FEIN, use your personal information

Select "Submit" to create your My Tax Account username

Request Access to Client's Account(s)

To request access to a client's 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 an 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. The business will be notified of your online account access request via email or mail. If you need access to multiple tax account types for the same client, then a request must be submitted for each tax type.

To request access to client's wage attachment account, 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 "Yes" to the question "Is this request for wage attachment authorization?"
  6. You will be required to enter the Employer Information
  7. 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
    • Letter ID (LXXXXXXXXXX) listed on the new Wage Attachment Order
  8. Select "Submit" and access will be added immediately.

Close Accounts on Client's Behalf

  1. Log in to My Tax Account
  2. Select the entity you wish to work with
  3. Select "Close Account"
  4. Fill in the required fields and select "Submit"

Note: Not all tax accounts can be closed via My Tax Account. Only accounts able to be closed via My Tax Account will have the "Close Account" link next to them.

Payment Sources

Third party preparers may enter payment sources for their clients.

  1. Log in to My Tax Account
  2. Select "Manage My Profile"
  3. Select "More..."
  4. Select "Manage Payment Sources"
  5. Select "Setup new payment source" for the client you want to set up the payment source for
  6. Add the bank information and select "Save"

Third-party preparers may change a saved payment source for their clients. To change the payment source, you need to delete the previously saved payment source first.

Follow these steps to delete a saved payment source:

  1. Log in to My Tax Account
  2. Select "Manage My Profile"
  3. Select "More..."
  4. Select "Manage Payment Sources"
  5. Select the saved payment source that you wish to delete
  6. In the lower left corner, select "Remove this payment source"
  7. Select "Yes" to confirm that you want to remove the payment source

Delete Access to Client's Accounts

If you are no longer working with a client, you may remove your access to the client's tax accounts by following these steps:

  1. Log in to My Tax Account
  2. Select "Manage My Profile"
  3. Select "More…"
  4. Select "Manage My Access" in the "Manage Access" panel
  5. Locate the client you want to remove
  6. Select "Account Manager" for that client
  7. Select "Cancel My Access" in the upper right
  8. Select "OK" to confirm that you want to remove your access to that client

This will remove the client's accounts from your username.

If you need to add access back to a client you removed, you must follow the "Request Access to Client Accounts" steps.

November 12​, 2024

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