Coffee with Chief Financial Officer Jeff DeWitt

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Chief Financial Officer Jeff DeWitt

This morning, Chief Financial Officer Jeff DeWitt met with members of the business community and tax practitioners to provide an overview of the new Withholding tax regulations and rollout of the MyTax.DC.gov portal launching in November.

In his opening remarks, Mr. DeWitt spoke about the significant investments in technology that OTR is making to benefit District taxpayers and improve customer service.

“As employees of the District of Columbia Government, we are committed to providing the highest quality of service,” said DeWitt. “If we only cared about collecting taxes, we would have no incentive to improve. We have to put our customers first. MyTax.DC.gov will better serve District employees, taxpayers and external stakeholders. As we move forward with this long-term effort, we are committed to improving the overall customer experience and service we provide to District businesses and taxpayers.”

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In addition to Mr. DeWitt’s remarks, MITS Program Manager Thad Russell gave an overview of the MITS system; District Training Coordinator Kimberly Smith provided a walkthrough of MyTax.DC.gov; and Chief of Systems and Forms Sylvia Magby gave an in-depth overview of the changes for Withholding taxes.

The attendees were excited about the changes and provided feedback on how OTR can continue to improve its system and processes to make their jobs easier.

In October, OTR will continue its efforts to brief its employees and external customers through a series of town hall meetings, webinars, tutorials and a host of promotional materials.

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What’s New For D.C. Franchise Taxes?

This summer, we alerted you to important changes to the Withholding tax forms for 2016.  Please keep in mind that there will also be some changes to the FR-128, Extension of Time to File a D.C. Franchise or Partnership Return and the D-2030P, Payment Voucher for Franchise Tax.

For tax year 2016, the FR-128 will no longer be available for use, and therefore, changed to the following forms (Due April 18, 2017):

  1. FR-120: Extension of Time to File a DC Corporation Franchise Tax Return 
  2. FR-130: Extension of Time to File a DC Unincorporated Business Franchise Return 
  3. FR-165: Extension of Time to File a DC Partnership Return 

The D-2030P, which will also no longer be available for use in tax year 2016, has been changed to the following forms (Due April 18, 2017):

  1. D-20P: Payment Voucher for Corporation Franchise Tax 
  2. D-30P: Payment Voucher for Unincorporated Business Franchise Tax 

Businesses will be able to file these forms and pay any balance due using the new tax portal at MyTax.DC.gov.

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Do You Use Your SSN to Access Your D.C. Withholding Account?

In case you missed our earlier post…

In order to make the process smoother for businesses/employers with the implementation of MyTax.DC.gov, debuting in November 2016, OTR will require registering with the IRS for a Federal Employer Identification Number (EIN) just as an employer must do to have a federal withholding tax account.

Businesses/employers who currently use their SSN to access their withholding accounts on eTSC will need to have their EIN beginning November 2016. Those businesses/employers using their SSN for a District withholding account will receive a notice in early August asking them to obtain and report their EIN so the account can be converted to the new system correctly.

To register with the IRS for an EIN please go to the following link, https://www.irs.gov/businesses/small-businesses-self-employed/employer-id-numbers-eins.

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Why Sign Up for MyTax.DC.gov?

logo_mytaxdc-final-08312016MyTax.DC.gov, which will launch in November 2016, is an enhanced tax portal that will allow individual and business taxpayers to be more self-sufficient online. MyTax.DC.gov is  a simple, fast and safe way to access many services electronically 24 hours 7 days a week.

Some of the key features that are accessible 24/7 are viewing correspondence, making electronic payments, submitting third party access requests for other MyTax.DC.gov taxpayer accounts (with their permission), and storing bank information for future payments. These features allow taxpayers to have control over their tax accounts more than ever before. There are also services that are available that don’t require logging in to MyTax.DC.gov such as, bill payments, Estimated Tax payments (Income and Franchise taxes only), garnishment payments, and payment plan payments.

In addition, MyTax.DC.gov will allow taxpayers to file, pay, and view the following taxes:

Taxpayers can file:

  1. Withholding Tax Returns
  2. Corporate Franchise Tax Extensions
  3. Unincorporated Franchise Tax Extensions
  4. Partnership Tax Extensions
  5. Individual Income Tax Extensions
  6. Fiduciary Income Tax Extensions
  7. Estate Tax Extensions

Taxpayers can pay:

  1. Estimated Payments (all tax types except Partnership & Withholding)
  2. Extension Payments (all tax types except Partnership & Withholding)
  3. Bill Payments (all tax types except Partnership)
  4. Return Payments (all tax types except Partnership)
  5. Payment Plans (all tax types except Partnership)
  6. Account Payments (all tax types except Partnership)

Note: The Partnership return does not have a payment requirement.

Taxpayers can view:

  1. Corporate Franchise Tax Returns (2016 and later)
  2. Unincorporated Franchise Tax Returns (2016 and later)
  3. Withholding Tax Returns
  4. Estate Tax Returns
  5. Extensions Filed

There are many benefits to using MyTax.DC.gov and the Office of Tax and Revenue is excited for the official launch in November 2016.

Posted in MyTax.DC.gov | 7 Comments

Important Information for Bulk Filers

In 2017, the District of Columbia will offer taxpayers the ability to bulk file the FR900Q. All taxpayers must obtain a login ID on our new tax portal, MyTax.DC.gov in order to bulk file the FR900Q. The first bulk file will be due by April 30, 2017. More information regarding obtaining a login ID on MyTax.DC.gov will be available after MyTax.DC.gov officially launches in November 2016.

Please note the following when uploading files, as well as file statuses.

Upload File

Files must be created using a CSV or text (.txt) file format. Zip or compressed files will not be accepted. Each file contains 26 fields.

Files smaller than 24MB upload as CSV or text files (.txt).

Files 24MB or larger must be submitted as multiple FR-900Q submissions. Any files submitted that are 24MB or larger will be rejected.

Use a naming convention such as QTR12017.txt, QTR22017.txt. There are no restrictions on the naming convention.

File Status

ACCEPTED – File has passed all quality checks and an email will be sent to taxpayer that displays the word “pending.”

REJECTED – File did not pass quality checks. All errors will be displayed after hitting the submit button and front end validations occur. The file should be corrected and resubmitted for processing.

COMPLETED – Processed submissions denoting the bulk submission has been processed. There is no return level completion, just that the file was processed.

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MyTax.DC.gov Launches in 75 Days!

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As the Office of Tax and Revenue prepares for the official launch of MyTax.DC.gov, we sat down with Program Manager Thad Russell for an update on what taxpayers can expect in November.

Mr. Russell thank you for taking time out of your schedule to talk about MyTax.DC.gov. Today we’re 75 days away from launch and it’s exciting because MyTax.DC.gov will benefit businesses and individuals in so many ways. We thought it would be a great idea to ask you a couple of questions about the new tax portal to get our taxpayers ready for November 2016.

Q: Will taxpayers who currently use eTSC need a new username/login ID to access MyTax.DC.gov? If so, can you briefly explain the transition process?

Mr. Russell:  Yes, taxpayers will need to register at MyTax.DC.gov for a new account.  However, the process will use a shared secret that should make the ease of registering much more user friendly. 

Q: Please share with our audience what functionalities will be covered in MyTax.DC.gov and what will remain in eTSC?

Mr. Russell: MyTax.DC.gov will handle business registration, individual income tax, fiduciary and estate tax, franchise taxes for incorporated and unincorporated businesses, and withholding taxes following the rollout in November.  As other tax types are converted from the existing system to MITS, they too will have functionality in MyTax.DC.gov.  For example, sales and use tax will convert to the new system in October, 2017.  At that time, MyTax.DC.gov will also have functionality for sales and use tax.

Q:  One of the features of MyTax.DC.gov is that individuals and businesses can schedule payments far into the future. Can you speak to us more about this?

Mr. Russell: For taxpayers convenience, payments can be scheduled up to a year for income taxes and 6 months for business taxes.  This would allow an individual taxpayer to schedule estimated payments for all 4 quarters at the same time, and the payments be applied at the scheduled due dates.

Q: Is there another feature of MyTax.DC.gov that is important to highlight at this time?

Mr. Russell: Taxpayers will have much more transparency by being able to review transactions on their accounts and digital copies of notices they may have received.  Additionally, taxpayers will be able to grant 3rd party access to their accounts if they wish so that their preparer could have access to help clarify their tax situation.  Finally, taxpayers will also be able to communicate through MyTax.DC.gov and submit documents requested electronically.

 

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What’s New for D.C. Franchise Taxes?

What’s New for D.C. Franchise Taxes-

A few weeks ago, OTR announced some important changes to the Withholding forms for 2016.  In addition, there will be some changes to the FR-128, Extension of Time to File a D.C. Franchise or Partnership Return and the D-2030P, Payment Voucher for Franchise Tax.

For tax year 2016, the FR-128 will no longer be available for use, and therefore, changed to the following forms (Due April 18, 2017):

  1. FR-120: Extension of Time to File a DC Corporation Franchise Tax Return 
  2. FR-130: Extension of Time to File a DC Unincorporated Business Franchise Return 
  3. FR-165: Extension of Time to File a DC Partnership Return 

The D-2030P, which will also no longer be available for use in tax year 2016, has been changed to the following forms (Due April 18, 2017):

  1. D-20P: Payment Voucher for Corporation Franchise Tax 
  2. D-30P: Payment Voucher for Unincorporated Business Franchise Tax 

Businesses will be able to file these forms and pay any balance due using the new tax portal at MyTax.DC.gov.

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