- Learn more - Individual account
- Learn more - Fiduciary account
- Learn more - Business account
- Learn more - Tax Professionals and Payroll Service Providers
Learn more - Individual account
Create a secure Online Services account to:
- view a customized summary of your tax account
- make payments electronically
- reconcile estimated tax payments
- respond to department notices
Information you need to create an account
- You must provide certain information from a specific line from an income tax return (IT-201 or IT-203) that you filed in one of the past three years; or
- You must provide a valid assessment identification number from a bill the department mailed to you.
Read the terms and conditions carefully.
Married filing joint taxpayers reconciling estimated tax accounts
You must each create separate Online Services accounts to view and reconcile your estimated income tax accounts if you made payments under both spouse's social security numbers. We store estimated tax accounts separately under each social security number.
Grant access to your tax professional
You can authorize your tax professional to access and receive confidential tax information and conduct transactions on your behalf in one of two ways:
- Complete the authorization online: Login to your Online Services account and select "Manage tax professionals"; or
- Complete E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: Provide your tax professional with a completed E-ZRep TR-2000. Retain a copy for your records.
Note: Your tax professional must have an Online Services account before you grant access through your account.
Revoke access from your tax professional
You can revoke the access you grant your tax professional in one of four ways:
- Enter an expiration date (mm-dd-yyyy) on part 4 of E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: Your tax professional is required to enter this date when adding you as a client and selecting the tax matters covered by the form. You'll automatically be removed as a client after the expiration date. You can also choose an authorization expiration date when granting tax professional access through your Online Services account.
- Revoke access online: Login to your Online Services account and select 'Manage Tax Professionals.' On the Tax professional summary screen, select the 'Revoke' button to the right of the tax professional name you wish to revoke access from.
- Call Online Services Technical Help: An Online Services representative will assist you with revoking tax professional access by phone.
- Discuss with your tax professional: Ask your tax professional to remove you or your business as a client from their tax professional Online Services account. The remove option is available to them on their client list.
Note: Your tax professional will receive an email stating that access to your client account has expired.
Learn more - Fiduciary account
Create a secure Online Services account to:
- view a customized summary of your tax account
- make payments electronically
- reconcile estimated tax payments
- respond to department notices
Information you need to create an account
- You must provide certain information from a specific line from an income tax return (IT-205) that you filed in one of the past three years.
Read the terms and conditions carefully.
Grant access to your tax professional
You can authorize your tax professional to access and receive confidential tax information and conduct transactions on your behalf in one of two ways:
- Complete the authorization online: Login to your Online Services account and select "Manage tax professionals"; or
- Complete E-ZRep form TR-2000, Tax Information Access and Transaction Authorization Form: Provide your tax professional with a completed E-ZRep TR-2000. Retain a copy for your records.
Note: Your tax professional must have an Online Services account before you grant access through your account.
Revoke access from your tax professional
You can revoke the access you grant your tax professional in one of four ways:
- Enter an expiration date on part 4 of E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: If you wish to limit the period of time the authorization you grant your tax professional is effective, enter an expiration date (mm-dd-yyyy) in part 4 of E-ZRep form TR-2000. Your tax professional is required to enter this date when adding you as a client and selecting the tax matters covered by the form. When the date you entered has past, you will automatically be removed as a client. You can also choose an authorization expiration date when granting tax professional access through your Online Services account.
- Revoke access online: Login to your Online Services account and select 'Manage Tax Professionals.' On the Tax professional summary screen select the 'Revoke' button to the right of the Tax professional name you wish to revoke access from.
- Call Online Services Technical Help: An Online Services representative will assist you with revoking tax professional access by phone.
- Discuss with your tax professional: Ask your tax professional to remove you or your business as a client from their tax professional Online Services account. The remove option is available to them on their client list.
Note: Your tax professional will receive an email stating access to your client account has expired.
Learn more - Business account
Account creation options
| Option | Information needed to create an account |
| Gain access to all available services (recommended) | See business account creation checklist |
| Only view and pay bills | Valid assessment identification number from a bill that we mailed to you |
A business owner or officer can:
- Create an account as the master administrator
- Authorize an employee to act as a master administrator and submit transactions on behalf of the business.
The master administrator can access all online services and see the business's account information.
Read the terms and conditions carefully.
Grant access to your tax professional
- Complete the authorization online: Login to your Online Services account and select "Manage tax professionals"
- Complete E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: Provide your tax professional with a completed E-ZRep TR-2000. Retain a copy for your records.
Note: Your tax professional must have an Online Services account before you grant access through your account.
Revoke access from your tax professional
You can revoke the access you grant your tax professional in one of four ways:
- Enter an expiration date on part 4 of E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: If you wish to limit the period of time the authorization you grant your tax professional is effective, enter an expiration date (mm-dd-yyyy) in part 4 of E-ZRep form TR-2000. Your tax professional is required to enter this date when adding you as a client and selecting the tax matters covered by the form. When the date you entered has past, you will automatically be removed as a client. You can also choose an authorization expiration date when granting tax professional access through your Online Services account.
- Revoke access online: Login to your Online Services account and select 'Manage Tax Professionals.' On the Tax professional summary screen select the 'Revoke' button to the right of the Tax professional name you wish to revoke access from.
- Call Online Services Technical Help: An Online Services representative will assist you with revoking tax professional access by phone.
- Discuss with your tax professional: Ask your tax professional to remove you or your business as a client from their tax professional Online Services account. The remove option is available to them on their client list.
Note: Your tax professional will receive an email stating access to your client account has expired.
Learn more - Tax professionals and Payroll service providers
| Account creation option | Information needed to create an account |
| Gain immediate access to all available online services on behalf of your business. |
|
The owner/officer or an authorized employee can act as the master administrator (providing access to all online services and to the business's account information).
Read the terms and conditions carefully.
Access to client accounts
Your client can grant you access in one of two ways:
- Once you have created your account, your clients can authorize you to receive confidential tax information and grant you access directly through their Online Services accounts, OR
- Complete and sign E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form. Then enter the information from the form online, along with information from a previously filed return. You must keep E-ZRep Form TR-2000 in your records. You don't need to mail the form to the Tax Department.
In both instances, you will have immediate access to services authorized by your client.