Information on electronic filing for tax preparers

• Add your client's accounts to your list of businesses

• How to add an account to your list of businesses
• What access should tax preparers have?
• How to remove an account from your list of businesses
• Client access to returns
• Payment options and how they apply to tax preparers

Add your client's account to your list of businesses

Most tax preparers complete returns for multiple clients. When using My DOR you can have all your clients’ accounts listed under one user ID, allowing you to see all your accounts at once. You can sort your list by name, account ID, or filing period. This is a simpler and safer option then creating different user IDs and passwords for each client because you only need to remember and safeguard one user ID and password. Also, we advise that you do NOT share your user ID with your clients or co-workers.

How to add an account to your list of businesses

If your client has already set up My DOR for their business, ask them to add you as a user using your SAW user ID and e-mail address. That account will then show up under your user ID with your other clients. When your client adds you as a user, they can choose to give you Administrator or Account Manager access. Learn more about permissions by access type.

If your client does not have their account set up in My DOR, you can gain access using a Letter ID. After you gain access to the account with a Letter ID, you will be an Administrator on the account.

What access should tax preparers have?

Your business needs will determine what access you and your clients should have in My DOR. However, there must be at least one Administrator on every account. 

We recommend that your client be set up as the Administrator on the account. This allow them to manage users and have full access to their account(s).

We recommend that a tax preparer typically be set up as an Account Manager with either the payer and/or preparer roles. This allows you to fill out the return and submit payment (Prepare and pay) or allows your client to submit the return and payment (if you are a Preparer only).

Review the permissions by access type to determine the access that work best for you and your client.

How to remove an account from your list of businesses

If you no longer require access to your client’s account(s), you can remove them from your list of businesses by canceling your own access.