Setting up and Managing your DOR Account

All businesses in Washington State are required to report to the Department of Revenue (DOR) on a monthly, quarterly, or annual basis.  The first section of this page is to help set up new business accounts.  If you have an existing business, please refer to the second section.  Please note that we are not able to get access to your accounts automatically.  We must either be added by you, your staff, or a previous accountant, or given the required information so we can add your business to our firm master account ourselves.

UPDATE: Washington State Department of Revenue moved to a new website in Spring 2018, which now handles licensing and excise taxes within the same portal.  Access to the two sides of your business is managed independently, but we recommend inviting our firm to both licensing and taxes so that we can assist with any questions or issues that may arise.

 

Getting Started

To add us to your business tax account with Washington State DOR (called My DOR), you will need the following:

  1. An active business license (if you are an LLC or corporation, this also means you have registered with WA Secretary of State)
  2. If you filed your business license yourself online, then you should already have a Secure Access Washington (SAW) / My DOR account.  Access can then be delegated to us directly within your account.
    • If you filed your business license on paper, or if we filed it for you, then you can expect a letter to be sent to your business mailing address which provides the information needed to access your tax account online. Please send us copies of all letters received from DOR if you would like us to be the administrator on your online account.  Otherwise, please create your own account and add us to the appropriate business as detailed below.
  3. If you have not accessed My DOR before, here are instructions to establish your account.

 

Setting up your DOR Account

Here are DOR’s instructions to help you get set up with My DOR.  This link includes lots of information on the new site.

 

Adding us to your Business Accounts

Here is a video detailing the add new users process.

Otherwise, here are the steps to add our firm to your business account(s):

Prior to adding a user, the person you wish to add must have established a SAW account and logged into My DOR.

  1. From your “My DOR Home” page, within the “I Want To” menu, click the Add or Remove Other Users link.
  2. If you have more than one account, select the account you would like to update and click Confirm.
  3. The “Business Information“ page is shown. Click the Add User link.
  4. The “User Information” page is shown. Here is the information to add for our firm:
    • User ID: TiffanieRanta
    • Email: victor@ranta-cpa.com
  5. Click the Next button.
  6. The “Access Type” page is shown. The difference between an Account Manager and Administrator is shown in the table. Select the customer access type from the pulldown menu.
  7. Click the Next button.
  8. The “Account Selection” page is shown. Select which account(s) to which you want to grant access.
  9. Click the Next button.
  10. The “Verification” page is shown. Review the requested access. Click the Submit button.
  11. The “Confirmation” page is shown. Click the OK button.
    • If you want to print the “Confirmation” page, click the Print Confirmation button.
  12. Your new user is now shown.

 

 

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