MyTax.DC.gov Launches in 75 Days!

Thad Russell_3

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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MyTax.DC.gov Launches in 100 Days!

The Office of Tax and Revenue is excited to announce that MyTax.DC.gov will officially launch in 100 days!

Please watch the video below featuring Eva Liggins, director of OTR’s Customer Service Administration, as she highlights the benefits of MyTax.DC.gov for individuals and businesses.

MyTax.DC.gov benefits:

  1. Self-sufficiency
  2. Online access
  3. Print and view electronic correspondence
  4. Accountants and/or preparers can access client accounts
  5. Receive daily updates
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Withholding Form Changes

There are some important changes to the Withholding forms for the upcoming tax year. As of November 1, 2016, Withholding booklets will no longer be mailed and will be made available online at MyTax.DC.gov. The 2016 FR-900B will be the last reconciliation form filed and it is due by January 31, 2017.  In addition, the new 2017 FR-900A will be accessible online.

To report backup or income tax withholding on non-payroll payments such as pensions, annuities, and gambling winnings, use Form FR-900NP only. In the event of an overpayment, a credit can be carried forward or a refund can be requested. Refunds will be issued by paper check once approved.

Another important change is that all existing monthly filers will be converted to quarterly filers (existing quarterly and annual filers will remain the same). However, payments will continue to be due by the 20th of each month. There will be an option of bulk filing the FR-900Q via MyTax.DC.gov beginning with the quarterly return due on April 30, 2017.

Below are the due dates for the quarterly returns:

The Quarter includes Quarter Ends Form FR-900Q is Due
1.  January, February, March March 31 April 30
2. April, May, June June 30 July 31
3. July, August, September September 30 October 31
4. October, November, December December 31 January 31

Lastly, please note the following due date:

  • Due date for the 2017 FR-900A and 2017 FR-900P is January 31, 2018 (a new FR-900P, Payment Voucher for Withholding Tax will be available).

You can view the new forms by clicking the links: 2016 FR-900A, 2016 FR-900B, 2017 FR-900A, 2017 FR-900NP, 2017 FR-900Q,  2017 FR-900P

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MyTax.DC.gov will begin to replace eTSC

eTSC vs MyTax.DC v2

MyTax.DC.gov, the Office of Tax and Revenue’s (OTR) new tax portal will begin to replace eTSC in November 2016 offering all the benefits of the existing system, along with a host of new functionalities. MyTax.DC.gov will make paying and filing taxes in the District easier, simpler and more efficient than ever before. The initial application will include individual, franchise and withholding taxes as well as registration for businesses. Other taxes and fees will remain in eTSC until they are converted to the new integrated tax system over the next 2 ½ years. eTSC and MyTax.DC.gov will be cross linked for taxpayers needing to perform multiple transactions for converted and non-converted taxes.

Below is a breakdown on how MyTax.DC.gov is an enhancement from eTSC.
MyTax.DC.gov

  • User friendly and fewer clicks to process returns electronically.
  • Faster access to web profile.
  • Allows taxpayers to be self-sufficient online; can do everything on their own.
  • Eliminates the middleman and will decrease the need to call customer service.
  • Businesses will have enhanced capabilities to file returns including scheduling advanced payments.
  • Refund link to view refund and return status available.
  • Able to store bank accounts for multiple accounts, as well as use credit cards to make payments.
  • Able to make quick payments without logging into system.
  • Able to schedule payments.
  • Able to submit requests for new accounts.
  • Able to create a master login and add users to accounts.
  • Allows third parties to access accounts with permission from taxpayers/account administrators.
  • Able to update account information (i.e., mailing address, authorized users, etc.)
  • Web feature which allows taxpayers to ask questions online and receive a quick response from customer service (two-way communication).

MyTax.DC.gov will first address business functions for franchise taxes and withholding tax including registration. Individual Income Tax functions will be live in January, and Sales and Use taxes will be live in October, 2017. OTR will provide specific updates on the development of MyTax.DC.gov within the next few weeks.

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5 Things You Need to Know About MyTax.DC.gov

top-5

Below are the top 5 things you need to know about MyTax.DC.gov which will launch in November 2016.

1. Self-sufficiency: MyTax.DC.gov will allow you the taxpayer to be more self-sufficient on the internet in the convenience of your home or place of business. With the taxpayer self-service options, you can update your name, address, and open and close tax accounts. These options are available to individuals, as well as businesses.

2. Online access: On MyTax.DC.gov you will be able to access recent payment activity, return activity, schedule and receive notifications for payments and you can file your return electronically.

3. View and print copies of correspondence: You will receive electronic copies of the Office of Tax and Revenue’s correspondence through MyTax.DC.gov

4. Access client accounts: Accountants and/or tax preparers will be able to access client accounts (with clients permission) using one set of credentials.

5. Provide daily updates: Lastly, MyTax.DC.gov will provide daily updates on account statuses, notices sent and account transactions.

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

In the previous blog post, the Office of Tax and Revenue (OTR) mentioned the changes to its 2017 Withholding forms and requirements.  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.

– D.C. Office of Tax and Revenue

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