Illinois Department of Revenue
MyTax Illinois Help Guide
MTI-10 (R-05/24) Printed by the authority of the State of Illinois — Web only, One copy Page 1 of 12
General Information Page
What is MyTax Illinois and how do I access it? ........................................................3
How do I know if I am eligible to activate a MyTax Illinois logon? .......................................... 3
WillIhaveaseparateMyTaxIllinoislogonforeachtypeofreturnIle? ...................................3
How often does IDOR process information from MyTax Illinois? ..........................................3
Can I view notices that IDOR issues to me using MyTax Illinois? ..........................................3
Will I have to install any new software programs on my computer to use MyTax Illinois? .......................4
What can I do if MyTax Illinois does not appear to be responding when I try to view letters,
print returns, or select the help link? ................................................................4
Creating a Logon
Individual Income Tax
What is a Letter ID? ............................................................................4
What if my Letter ID does not work? ................................................................ 4
How do I request a Letter ID to activate my logon? ....................................................4
DoIhavetoactivateaMyTaxIllinoislogontolemyFormIL-1040,IndividualIncomeTaxReturn? ..............5
Why won’t MyTax Illinois or other tax preparation programs accept my driver’s license or state ID information? .....5
Why won’t MyTax Illinois accept my Prior Year Adjusted Gross Income (AGI)? ..............................5
Businesses
What are my options to activate my logon? ..........................................................5
What should I do if I cannot activate my logon? .......................................................5
Two-StepVericationGuide ......................................................................6
Why do I need to use a Security Code to sign into my MyTax Illinois logon? ................................6
MyTaxIllinoisFunctions
Individual Income Tax LoginFunctions
File,view,oramendareturn ......................................................................6
Make a payment ...............................................................................6
Respond to a notice ............................................................................6
Respond to an examination ......................................................................7
Respond to an audit ............................................................................7
Request an Installment Payment Plan Agreement .....................................................7
Businesses LoginFunctions
Fileoramendareturn ...........................................................................7
Make a payment ...............................................................................7
Renewalicenseorcerticate .....................................................................8
Respond to an audit ............................................................................8
Respond to a Business Income Tax (BIT) or Withholding Income Tax (WIT) notice ............................8
Request an Installment Payment Plan Agreement .....................................................8
Individual Income Tax Non-loginFunctions
RespondtoanoticerequestingIdentityVerication ....................................................8
IL-PIN inquiry .................................................................................8
Refund inquiry ................................................................................. 9
Non-login payments ............................................................................9
MTI-10 (R-05/24) Page 2 of 12
Non-login returns ..............................................................................9
Look up estimated and extension payments ..........................................................9
1099-G lookup ................................................................................9
1098-Flookup ................................................................................10
Submit an IDOR power of attorney ................................................................10
Volunteer Emergency Worker Credit Application and Lookup
Businesses Non-loginFunctions
Electronic W-2 and 1099 Transmittal Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Verify a registered business .....................................................................10
TaxRateFinder ...............................................................................10
Verify a sales tax exemption number ..............................................................10
Submit an IDOR power of attorney ................................................................ 11
Fileazerowagereport(IDESFormUI3/40) ........................................................ 11
1098-Flookup ................................................................................ 11
View Audit Discrepancies and Respond to an Audit Information Request .................................. 11
UsingMyTaxIllinois
Whatisthedierencebetween“Requests”and“Correspondence”inMyTaxIllinois? ......................... 11
How do I review my submitted requests? ........................................................... 11
How do I cancel or withdraw a request? ............................................................ 11
Closing and opening tax accounts ................................................................12
MyTaxIllinoisUserManagement
How do I allow others access to my MyTax Illinois logon? ..............................................12
Third-party access ............................................................................12
Additional logons ..............................................................................12
What if the person who created MyTax Illinois access is no longer with the business? ........................12
Illinois Department of Revenue
MyTax Illinois Help Guide
General Information
What is MyTax Illinois and how do I access it?
MyTax Illinois, available at mytax.illinois.gov,isafreeonlineaccountmanagementprogramoeredbythestate
ofIllinoistoprovideacentralizedlocationforuserstolereturns,renewlicenses,registerforaccounts,make
payments,reviewcorrespondence,andgenerallymanagetheiraccounts.MyTaxIllinoisisutilizedbytheIllinois
Department of Revenue (IDOR), the Illinois Department of Employment Security (IDES), and the Illinois Liquor
Control Commission (ILCC). A user must create a logon to access most MyTax Illinois features, but some functions
are available without creating a logon.
Individuals:MostusersofMyTaxIllinoisareindividualslingreturnsandmakingpaymentsforIllinoisIndividual
IncomeTax.TheoptiontoleanIllinoisindividualincometaxreturnwithouta MyTax Illinois logon is improved
andnowavailablefortaxpayerswholeasimplereturn.Toleanon-loginreturn,theusermusthavesubmitteda
previousyearFormIL-1040,IllinoisIndividualIncomeTaxReturnwithIDOR.SeeMyTax IllinoisFunctions below
foradditionalstandardstoleanon-loginreturn.TocreatealogonforMyTaxIllinois,theusermusthavepreviously
ledaFormIL-1040.WeencourageindividualstotakethetimetocreatealogonforMyTaxIllinoisasdoingso
allowstheusertoaccessmorefunctionality.LogonusersmayleanoriginalFormIL-1040andaccessahostof
features explained in MyTax IllinoisFunctions below.
Businesses: To be able to create a logon for MyTax Illinois, a business must already have been registered
with one of the Illinois state agencies listed above. If you need to register your business, you can do so using
MyTaxIllinoisbyselecting“RegisteraNewBusiness(FormREG-1)”intheRegisterpanelontheMyTaxIllinois
homepageandcompleteFormREG-1,IllinoisBusinessRegistrationApplication.Onceyoureceivetheemail
conrmingyourregistrationhascompletedprocessing,thenextdayyoucanthenselect“SignUp”ontheMyTax
Illinois homepage to create your logon. Contact our Central Registration Division at 217 785-3707 or by email at
rev[email protected] for information or assistance with registering your business.
MyTax Illinois also contains other features that can be used without creating a logon, such as looking up tax rates.
Forlistsofthesefeatures,gotomytax.illinois.govandusethe“Individuals”or“Searches”panel.
How do I know if I am eligible to activate a MyTax Illinois logon?
To create a MyTax Illinois logon, you must
• already be registered with IDOR, IDES, or ILCC to do business in Illinois if you are a business or have a recent
historyoflingindividualincometaxreturnsifyouareanindividual;
• haveataxaccounttypecurrentlyavailableinMyTaxIllinois;and
• knowthespecicbusinessorindividualidenticationinformationrequiredforactivation.
Will I have a separate MyTax Illinois logon for each type of return I le?
No.ActivationisbasedonyourSocialSecurityNumber(SSN)ifyouareasoleproprietororyourFederalEmployer
IdenticationNumber(FEIN)forallotherbusinesses.ThismeansthatallthetaxtypesunderyourFEINorSSNwill
be accessible through one MyTax Illinois logon.IfyougetanewFEIN,youwillneedtore-registeryourbusiness
which will require you to sign up for a new MyTax Illinois logon.
If there is not yet an active MyTax Illinois logon forthebusiness,youwillbeconsideredthe“MasterUser.”The
master user has the ability to allow access to others.
How often does IDOR process information from MyTax Illinois?
IDOR transfersmostrequestsonlyonceaday.However,“MaintainLocations”requestsandchangesthatthemaster
user initiates for logon purposes (e.g. adding new logons or adjusting settings and passwords for existing logons)
occurwithinaminuteortwo.Requeststhatareretrievedonlyonceadaywillhaveastatusof“Pending”atthetime
they are made (e.g.paymentsorataxreturn).Requestswillhaveastatusof“Completed”oncetheyareretrieved.
IttakesuptovebusinessdaysforbalancestobeupdatedinMyTaxIllinoisafterpaymentrequestsarecompleted.
Can I view notices that IDOR issues to me using MyTax Illinois?
Yes. Many notices issued by IDOR are available to view, download, and print from your logon in MyTax Illinois.
LogontoMyTaxIllinoisandselectthe“ActionCenter”sectiontoviewyourletters.
Note: When viewing letters in MyTax Illinois, the letter will open in a new browser window. To allow pop-ups in your
browser,seeyourbrowser’shelpmenuforinstructions.Ifyouseeascreenthatsays“Retrievingyourletter…”and
hasacountdown,selectthelinkthatsays“Ifyourletterdoesnotopenautomatically,clickhere.”
MTI-10 (R-05/24) Page 3 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Will I have to install any new software programs on my computer to use MyTax Illinois?
MyTaxIllinoissupportscurrentversionsofMicrosoftEdge,GoogleChrome,MozillaFirefox,Safari,andOpera.
These are the minimum browser versions necessary to support all of the features and functions of the website.
Mobile browsers may display MyTax Illinois but are not supported at this time.
In order to print copies of returns for your records, you will need a current version of Adobe Reader.
OtherPDFreadersmayprintcopiesofreturnsforyourrecords,buttheyarenotsupportedatthistime.Ifyouare
unsure if the updated browser versions are compatible with your computer or are not comfortable performing these
functions, check with a computer service provider for assistance.
What can I do if MyTax Illinois does not appear to be responding when I try to view letters, print
returns, or select the help link?
SomeactionsinMyTaxIllinoisrequirepop-upstobeenabledinyourbrowser.Forexample,theHelpMenuwill
open in a new browser window to display help options. Or, if you are trying to view returns, letters, and documents,
they will open in a new browser window. To allow pop-ups in your browser, see your browser’s help menu for
instructions.
Note:Ifyouseeascreenthatsays“Retrievingyourletter…”andhasacountdown,selectthelinkthatsays“Ifyour
letterdoesnotopenautomatically,clickhere.”
If you have successfully enabled pop-ups in your browser and are still having trouble accessing these MyTax Illinois
features, you can call us at 1 800 732-8866 or 217 782-3336 or email us at rev[email protected].
Creating a Logon
Individual Income Tax
What is a Letter ID?
A Letter ID is a unique set of letters and numbers used to identify each letter issued by IDOR. To obtain access
to an Individual Income Tax account through MyTax Illinois, you are required to enter a Letter ID from a letter that
was issued within the last 90 days from your Individual Income Tax account. Common letters that can be used to
activate your logon include:
• Return Correction Notice
• Notice of Tax Due
• NoticeofDeciency
• Notice before Collection
• Examiner’s Report
• Notice of Proposed Tax Due
• Certain IDOR Collections notices
Ifyoudonothavealetterthatmeetsthesecriteria,youcanrequestaLetterIDbemailedtoyouusingthe“Request
aLetterID”linkunderthe“Individuals”panelontheMyTaxIllinoishomepage.
What if my Letter ID does not work?
Forjointlers,theLetterIDwillonlyactivatealogon forthetaxpayerlistedrstontheletter(i.e., the primary
spouse).IndividualIncomeTaxlerswholetheirreturnsjointlyandwhowouldliketolereturnsorrespondto
notices should activate a MyTax Illinois logon under the person listed as the primary taxpayer. The letter must be
issued within the last 90 days. If your letter is greater than 90 days old or is otherwise invalid, you can request a
newletterIDunderthe“Individuals”panelontheMyTaxIllinoishomepage.Notethatsomecategoriesofletters,for
example,aletterthatcontains“IdentityVerication”inthelettertitle,cannotbeusedtoactivatealogon.
If you have any questions about activating a MyTax Illinois logon using a Letter ID, contact us at
rev[email protected] or call Taxpayer Assistance at 1 800 732-8866.
How do I Request a Letter ID to activate my logon?
If you do not have a recent notice issued to you by IDOR from which you can obtain a Letter ID, then you can
selectthelink“RequestaLetterID”underthe“Individuals”panelontheMyTaxIllinoishomepage.Youmusthave
previouslyledataxreturnwithIDORinordertoactivatealogon. We will send a letter to the mailing address we
haveonleforyou.
MTI-10 (R-05/24) Page 4 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Do I have to activate a MyTax Illinois logon to le my Form IL-1040, Individual Income Tax Return?
No. You do not have to activate a MyTax Illinois logon toleyourcurrentyearFormIL-1040,IndividualIncomeTax
Return.Formoreinformation,seeFileFormIL-1040,IndividualIncomeTaxReturn, on MyTax Illinois.
Note:MakesuretohaveyouradjustedgrossincomeamountfromyourprioryearreturnledinIllinois,avalid
IllinoisDriver’sLicensecard,oravalidIllinoisStateIdenticationcard.
If you have a MyTax Illinois logon,youcanlogonandchoosethe“FileaReturn”option.
Why won’t MyTax Illinois or other tax preparation programs accept my driver’s license or state ID
information?
Your driver’s license or state ID information must be entered exactly as it appears on your card issued by the Illinois
SecretaryofState.Your12-characterlicenseorstateIDnumberstartsorends,respectively,withtherstletterof
your last name. Make sure you do not enter any punctuation after your middle initial, and do not enter an invalid
sux(validsuxesareSr,Jr,I,II,III,IV,etc.andarenotMr.orMs.).
Examples of common entry errors:
•UsingaMiddleNamewhenonlyaMiddleInitialisshown
•UsingaMiddleInitialwhenafullMiddleNamewasshown
•Usingadierentweightfromwhatisshown
•UsingaSuxwhennoneisshown
•NotusingaSuxwhenoneisshown
• Typos
Why won’t MyTax Illinois accept my Prior Year Adjusted Gross Income (AGI)?
IfyourPriorYearAGIdoesn’tmatchthePriorYearAGIontheIDORproductionle,theremaybe:
1.NoprioryearreturnonlewithIDOR.(HistoricFiler).Thismaybebecause:
• The prior year return was rejected.
• TheprioryearreturnwasledunderanincorrectSSN/ITIN.
• The prior year return was received but was unable to be processed.
• Theprioryearreturnhadanoticeissuedregardingvericationofidentity,andnoresponsetothatnoticewas
received by IDOR.
• the ID is too new and is not yet in IDOR’s system
2.AchangeorcorrectionwasmadetothereturnbythetaxpayerorIDORaftertheoriginalling.
Business
What are my options to activate my logon?
Once your business is registered with IDOR, IDES, or ILCC, you can activate your MyTax Illinois logon. Allow 24
hoursfromyourregistrationconrmationemailbeforeactivatingalogonforMyTaxIllinois.
To activate a logon for business,
select the taxpayer ID type.
You can use one of the following options
to validate the
activation
:
• Owner/OcerorResponsiblePartySocialSecurityNumber
• PINpreviouslyissuedbyIDOR(usedforcertainelectroniclingmethods,suchasWebleandthird-partytax
software, separate from MyTax Illinois)
• Account Activity validation
Thisactivationprocessistohelpensureonlyindividualswhoareauthorizedbytheirorganizationgainaccesstoa
business’s tax information.
What should I do if I cannot activate my logon?
IfyouhavenotpreviouslycompletedFormREG-1-Otoprovideowner/ocerinformationorifthatinformationhas
since changed, you may not be able to activate your logon withoutrstprovidingupdatedinformationtoIDOR.If
your business has previously activated a MyTax Illinois logon under another user, this can also prevent you from
activatingalogon.Forassistance,emailrev[email protected].
MTI-10 (R-05/24) Page 5 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Two-StepVericationGuide
Why do I need to use a Security Code to sign into my MyTax Illinois logon?
Thesecuritycodeisasecurityenhancementtohelpprotectyourlogon.Whenyourstsetuptwo-stepverication,
you can choose to receive this code by email to an address you provide, by using an authenticator app, or via text
message. A new code will be provided to you by the method you select each time you log in to MyTax Illinois. You
may need to remove trusted browsers via Two-Step Security. You do not need a new code every time you logon to
MyTax Illinois if you save a trusted browser.
Note: If you choose to verify using an authenticator app, you may want to set up a secondary method to get your
code. If you change phones, you will need to reconnect the authenticator app to MyTax Illinois.
This two-step verication ensures that only one user will have access to a username and password. If you
havemultipleusersinyourorganizationwhoneedtologontoMyTaxIllinois,seeAdditionalLogonsbelow.Ifyou
are a tax professional who uses MyTax Illinois to access your client accounts, see Third-Party Access below.
If you would like to set up a secondary method, such as a second email address, to verify your MyTax Illinois logon,
youcandosounder“ManageMyProle.”
If you did not receive your security code:
• Ifyourequestedyourcodebyemail,checkyourSpamandJunkfolders.Youmayalsoneedtocheckwith
your IT department to ensure you are able to receive emails from [email protected].
• If you can no longer use the method you have set up for receiving your security code, contact us at
rev[email protected] or call Taxpayer Assistance at 1 800 732-8866 and select the appropriate tax
type from the menu.
MyTaxIllinoisFunctions
Individual Income TaxLoginFunctions-RequireaMyTaxIllinois Logon
File, view, or amend a return
Inmostcases,MyTaxIllinoisuserscanlogontolereturnsforanyofthelastthreetaxyears.However,ifthe
originalreturnwasledusingapaperreturn,orifthetaxpayerischanginghisorherlingstatus(e.g., from married
lingjointlytomarriedlingseparate),thenthetaxpayermustleFormIL-1040-Xusingapaperreturn.
To le a return:LogontoMyTaxIllinois.(Jointlers—logontotheprimarytaxpayer.)Select“FileaReturn,”and
choosetheyearofthereturnyouwishtole.
To view a return: LogontoMyTaxIllinois.(Jointlers—logontotheprimarytaxpayer.)Select“Viewmoreaccount
options.”Then,underthepanelfor“PeriodsandSubmissions,”select“Viewaccountperiods.”Selectthetaxling
period you wish to view. Then, select the hyperlink for the processed return in the Period Activity Panel.
To amend a return:LogontoMyTaxIllinois.(Jointlers—logontotheprimarytaxpayer.)Select“Viewmore
accountoptions.”Then,underthepanelfor“PeriodsandSubmissions,”select“Viewaccountperiods.”Selectthe
taxlingperiodyouwishtoamend.Select“FileorAmendaReturn,”andthenchoosethelink“Amend.”
Make a payment
You can make payments in a number of ways using MyTax Illinois, and you can do so using checking or savings
accounts.Topayassessedbalances,youcanuse“ManagePaymentsandReturns.”Tomakeestimatedand
extension payments (i.e.,IL-1040-ESandIL-505-Ipayments),choose“Viewmoreaccountoptions,”andusethe
linksforestimatedandextensionpayments.Ifyouarelingataxreturnwithapaymentdue,youwillhavethe
optiontoincludepaymentinformationwhenlingthereturn.
Note: PaymentrequestssubmittedinMyTaxIllinoistakethreetovebusinessdaystofullypostandforthe
balance to be updated.
Respond to a notice
YoucanuseyourMyTaxIllinoislogontorespondtosomenotices.Select“Viewmoreaccountoptions,”andthen
“Respondtoanotice”inthe“LettersandMessages”panel.
Select“respond”intherowofthenoticetowhichyouwouldliketorespond.ResponsesinMyTaxIllinoisare
immediately logged.YoucanviewyoursubmittedresponsesinMyTaxIllinoisbyselecting“Viewmoreaccount
options”andthen“ViewAccountMessages”inthe“LettersandMessages”panel.Theresponsewillbeinthe
MTI-10 (R-05/24) Page 6 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
OutboxtabinMessages.IDORreviewstheseresponsesonarstin,rstoutbasis.Onceyourcorrespondenceis
reviewed, we will mail you a notice explaining the outcome of the review. You can view this notice in MyTax Illinois
byselecting“Viewmoreaccountoptions”andthen“ViewAccountLetters”inthe“LettersandMessages”panel.
While you are not actively being billed for any balance corresponding to the notice during the time that you are
waiting for a review of your correspondence, a balance due may still display in MyTax Illinois.
Respond to an examination
ForcertainnoticesissuedtotaxpayersbytheFederalStateExchangeUnitatIDOR,weallowthetaxpayerthe
option of sending a response using MyTax Illinois. To send a response to such a notice, logon to MyTax Illinois,
andselect“MoreAccountOptions”fortheaccounttypeforwhichthenoticewassent.Underthepanel“Account
Options,”selectthelink“RespondtoanExamination.”
SeeyourExaminationnoticeforspecicinstructions.Forassistancewithhowtorespondtoanexamination,contact
rev[email protected] or 217 782-7962.
Respond to an audit
ForcertainauditnoticesissuedtotaxpayersbyIDOR,weallowthetaxpayertheoptionofsendingaresponseusing
MyTaxIllinois.Tosendaresponsetosuchanotice,logontoMyTaxIllinois,andselect“MoreAccountOptions”
fortheaccounttypeforwhichthenoticewassent.Underthepanel“AccountOptions,”selectthelink“Respondto
Audit.”
Seeyourauditnoticeforspecicinstructions.Youcancontactyourauditorwithquestionsorassistancewithhowto
respond to a notice.
Request an Installment Payment Plan Agreement
YoucanuseyourMyTaxIllinoislogontosubmitFormCPP-1,InstallmentPaymentPlanRequest,electronically,
when certain conditions are met.
LogonintoMyTaxIllinois,andselect“More….”Underthepanel“PaymentsandReturns,”choose“Setupa
PaymentInstallmentPlanwithIDOR.”Forassistancewithyourpaymentplan,contact[email protected],
217 785-8556, or the number on your most recent collection notice.
Note: You must have a balance due that is actively in collection with IDOR to use MyTax Illinois to submit your
paymentplanrequest.IfyouhaveonlyreceivedyournalnoticeoftaxduefromIDORorifyouhavenotyetbeen
billed for any outstanding balances, you cannot use MyTax Illinois to submit your request for a payment plan.
BusinessLoginFunctions-RequireaMyTaxIllinois Logon
File or amend a return
To le a return:LogontoMyTaxIllinois.Nexttotheaccounttypeforwhichyouwishtole,select“Fileareturn.”
Thenyoucanselecttheperiodofthereturnyouwishtole.
To amend a return:LogontoMyTaxIllinois.Nexttotheapplicableaccounttypeforwhichyouwishtolean
amendedreturn,select“Viewmoreaccountoptions.”Then,underthepanelfor“PeriodsandSubmissions,”select
“Viewaccountperiods.”Selectthetaxlingperiodyouwishtoamend,select“FileorAmendaReturn,”andthen
choosethelink“Amend.”Certainreturnsmayrequireyoutoamendusingapaperform,dependingonthereturn
typeandhowtheoriginalreturnwasled.
Note:BusinessIncomeTaxreturnscannotbeledoramendedinMyTaxIllinois.Seetheinstructionsforthe
applicabletaxtypeformoreinformationonlingyourreturninMyTaxIllinois.
Make a payment
You can make payments in a number of ways using MyTax Illinois, and you can do so using checking or savings
accounts.Topayanoutstandingassessedbalance,youcanuse“ManagePaymentsandReturns”ontheSummary
screen in MyTax Illinois or you can select the applicable item on the Action center screen.
Forothertypesofpayments,certainaccounttypesoerlinkstomakespecicpayments types (e.g.,“Makean
IL-501Payment”forIllinoisWithholdingIncomeTax).Todirectaspecictypeofpaymentforaparticulartax
reportingperiodselect“Moreaccountoptions”andthen“ViewAccountPeriods.”Afterselectingtheperiodforwhich
youneedtomakeapayment,select“MakeaPayment”andindicatethetypeofpaymentyouwanttomake,along
with the payment details.
MTI-10 (R-05/24) Page 7 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Ifyouarelingataxreturnwithapaymentdue,youwillhavetheoptionto“Proceedtopayment”aftersubmitting
thereturnrequest.MyTaxIllinoisalsooerstheoptionto“paybymail”forseveralpaymenttypes.Thiswillgenerate
a voucher that you can print and mail with your payment.
Note: PaymentrequestssubmittedinMyTaxIllinoistakethreetovebusinessdaystofullyposttoyouraccount
and for the balance to be updated.
Renew a license or certicate
MyTaxIllinoiscanbeusedtorenewcertainlicensesandcerticatesandtosubmitassociatedpayments.Your
requestmustbecompletedduringtherenewalperiodforyourlicenseorcerticate.Seeyourrenewalnoticefor
specics.
Forquestionsonyourlicenserenewal,contactrev[email protected] or the appropriate division:
IFTALicense—[email protected] or 217 785-1397
Liquor License — [email protected] or 217 782-2136(Springeld)or312 814-2206 (Chicago)
Cigarette/Tobacco license — rev[email protected] or 217 785-3707
Bingo/Pull Tab/Charitable Gaming License — rev[email protected] or 217 558-7425
Respond to an audit
ForcertainauditnoticesissuedtotaxpayersbyIDOR,weallowthetaxpayertheoptionofsendingaresponseusing
MyTaxIllinois.Tosendaresponsetosuchanotice,logontoMyTaxIllinois,andselect“MoreAccountOptions”
fortheaccounttypeforwhichthenoticewassent.Underthepanel“AccountOptions,”selectthelink“Respondto
Audit.”
Seeyourauditnoticeforspecicinstructions.Youcancontactyourauditorwithquestionsorassistancewithhowto
respond to a notice.
Respond to a Business Income Tax (BIT) or Withholding Income Tax (WIT) notice
YoucanuseyourMyTaxIllinoislogontorespondtosomenotices.NexttotheBITorWITaccounttype,select“View
moreaccountoptions,”andthen“Respondtoanotice”inthe“LettersandMessages”panel.
Select“respond”intherowofthenoticetowhichyouwouldliketorespond.ResponsesinMyTaxIllinoisare
immediatelylogged.YoucanviewyoursubmittedresponsesinMyTaxIllinoisbyselecting“Viewmoreaccount
options”andthen“ViewAccountMessages”inthe“LettersandMessages”panel.Theresponsewillbeinthe
OutboxtabinMessages.IDORreviewstheseresponsesonarstin,rstoutbasis.Youcanviewresponses
inMyTaxIllinoisbyselecting“Viewmoreaccountoptions”andthen“ViewAccountLetters”inthe“Lettersand
Messages”panel.Whileyouarenotactivelybeingbilledforanybalancecorrespondingtothenoticeduringthetime
that you are waiting for a review of your correspondence, a balance due may still display in MyTax Illinois.
Request an Installment Payment Plan Agreement
YoucanuseyourMyTaxIllinoislogontosubmitFormCPP-1,InstallmentPaymentPlanRequest,electronically,
when certain conditions are met.
LogontoMyTaxIllinois,andselect“More…”Underthepanel“PaymentsandReturns,”choose“SetupaPayment
InstallmentPlanwithIDOR.”Forassistancewithpaymentplan,contact[email protected], 217 785-8556,
or the number on your most recent collection notice.
Individual Income Tax Non-loginFunctions - Do not require a MyTax Illinois Logon
Respond to a notice requesting Identity Verication
IfyoureceiveanoticefromIDORrequestingidentityverication,youcanrespondsecurelyusingMyTaxIllinois.
FromtheMyTaxIllinoishomepage,usethepanel“IdentityVerication”torespondtoanIdentityVericationQuiz,
IdentityVericationCode,orIdentityVericationDocumentsnotice.
Note:Youmayneedtoscrolldownthepage,orenter”identityverication”inthesearchbox,tondthe“Identity
Verication”panel.
IL-PIN inquiry
AnIllinoispersonalidenticationnumber(PIN)isassignedtoyouwhenyouleyourrstIL-1040.First-timelers
willnothaveanIL-PINassigneduntilafterIDORreceivesandprocessesthatrstreturn.ToleyourIllinois
individualincometaxreturnfortherstyear,youwillneedtoeithercompleteandmailapaperIL-1040orle
throughataxpreparerorthird-partyelectronicsoftware.Afterlingtherstyear,youwillbeabletocreateaMyTax
MTI-10 (R-05/24) Page 8 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Illinois logon. You may look up your Illinois PIN using your Illinois Driver’s license or Illinois state ID or using the
AdjustedGrossIncome(AGI)fromyourmostrecentlyledIllinoistaxreturn.TheIL-PINisusedtoactivateaMyTax
Illinoislogon,leanIL-1040,makeaMyTaxIllinoispayment,orrequestaLetterID.
Refund inquiry
Fromthepanel“InquiriesforIndividuals,”youcanusethe“Where’smyrefund?”linktocheckonthestatus
ofacurrentyearrefund.Forquestionsaboutprioryearrefunds,amendedreturns,orrefundsresultingfrom
correspondence with IDOR, contact Taxpayer Assistance at rev[email protected] or 1 800 732-8866 for
assistance.
Non-login payments
Individuals can make estimated, extension, and return payments without a logon for the current tax year. Individuals
also can make return and balance due payments without a logon for the liabilities reported for the two previous
tax year’s returns. To make payments for liabilities reported on returns for tax years greater than three years old,
youwillneedtoactivateaMyTaxIllinoislogon.Tomakeanon-loginpayment,usethelink“MakeanIL-1040,
IL-1040-ES,orIL-505-Ipayment”locatedunderthe“Individuals”panelontheMyTaxIllinoishomepage.Youwillbe
providedwithaconrmationcodeforyourpayment.Savethiscodeforyourrecords.Thecode,alongwiththeemail
addressyouprovide,willallowyoutoretrievearecordofyourpayment(using“Retrieveareturn,application,or
payment”inthe“Submissions”panel.)Thisconrmationcodeisnot emailed to you.
Non-login returns
TheoptiontoleacurrentyearFormIL-1040,IllinoisIndividualIncomeTaxReturn,withouthavingaMyTaxIllinois
logon (non-login option) is improved and available for taxpayers meeting the following standards:
• YouledapreviousyearIL-1040
• You are a full year resident of Illinois*
• You are not claiming:
• taxable income or additions except for your Adjusted Gross Income or any tax-exempt interest from the
federal 1040
• subtractions except for social security income, retirement income, Illinois Income Tax overpayment, military
pay,U.S.interest,contributionstoa529plansuchas“BrightStart”or“BrightDirections”withtheaccount
number, or exemptions
• non-refundable credits except for property tax credit or K-12 education expense credit
• payments or refundable credits except for Illinois withholding from W-2, W-2G, 1099-G, 1099-INT, or
1099-R, estimated payments, or Earned Income Credit
ToleareturnwithoutaMyTaxIllinoislogon:Underthe“Individuals”panelontheMyTaxIllinoishomepage,select
“Filea2023IL-1040.”Followtheinstructionstocompleteyourreturn.
*Note:Part-yearresidentsandnonresidentsareunabletousetheMyTaxIllinoisprogram.Youwillneedtole
using tax prep software or a paper FormIL-1040, Individual Income Tax Return, and Schedule NR, Nonresident and
Part-year Resident Computation of Illinois Tax. However, as a nonresident or part-year resident, you can create a
MyTax Illinois logon to check your balance and view correspondence. See the IL-1040AlternateFilingMethods web
page for more information.
Look up estimated and extension payments
You can look up your current estimated payments, extension payments, and any credit you have requested to be
carriedforwardtothecurrenttaxyearusingthelink“Lookupmyestimated/extensionpayment”inthe“Inquiriesfor
Individuals”panelontheMyTaxIllinoishomepage.
1099-G lookup
YoucanretrieveyourFormIL-1099-GasissuedbyIDORusingthelink“LookupmyForm1099-G”underthepanel
“InquiriesforIndividuals”ontheMyTaxIllinoishomepage.ThisinquirywillonlyreturnForms1099-Gissuedfortax
overpaymentsbyIDORinthecurrentyear.ThepriorthreeyearsofForms1099-Gcanbeaccessedbyactivatinga
MyTaxIllinoislogon(see“Letters”).
Note:Form1099-Gisissuedonlytotaxpayerswhohaveelectedtoitemizetheirfederalreturnintheprioryearand
who have an overpayment of $10 or more.
Forms1099-Gissuedbyothergovernmentagencies,suchasIDES,mustberetrievedfromtheissuingagency.
MTI-10 (R-05/24) Page 9 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
1098-F lookup
YoucanretrieveyourFormIL-1098-FasissuedbyIDORusingthelink“LookupmyForm1098-F”underthepanel
“Searches”ontheMyTaxIllinoishomepage.ThisinquirywillonlyreturnForms1098-FissuedbyIDORinthe
currentyear.Form1098-Freportspaymentsowedbyataxpayerasaresultofacourtorder,settlementagreement,
orotherassessmentthatbecame,orwillbecome,bindingonorafterJanuary1ofthereportingyear.
Note: Form1098-Fisnotanoticeoftaxdueorbill.
Submit an IDOR power of attorney
YoucanuseMyTaxIllinoistosubmitaPowerofAttorneyforIDOR.FromtheMyTaxIllinoishomepage,underthe
“AdditionalServices”panel,select“SubmitanIDORPowerofAttorney.”
ThisrequestshouldonlybesubmittedfortaxtypesadministeredbyIDOR.YoumustsubmitFormIL-2848,Form
IL-56, or the Multi-State Power of Attorney form, and any supporting documents for either as one attachment. See
the Power of Attorney Information web page for additional guidance.
ForIndividualIncomeTax,usethetaxpayer’sSocialSecurityNumber(SSN)fortheIDnumber.Forjointlers,
submityourrequestundertheprimarytaxpayer’sSSNandselect“Yes”forjointreturn.Thenprovidethesecondary
ler’sSSNandname.
Youwillbenotiedbyemailwhenthepowerofattorneyhasbeenaddedtothetaxpayeraccount,whichtypically
takes one to three days.
Volunteer Emergency Worker Credit Application and Lookup
YoucanapplyforandlookupaVolunteerEmergencyWorkerCreditunderthe“Individuals”panelontheMyTax
Illinoishomepage.Formoreinformation,seetheVolunteer Emergency Worker Credit web page.
Businesses Non-loginFunctions - Do not need a MyTax Illinois Logon
Electronic W-2 and 1099 Transmittal Programs
YoucanbulkuploadW-2’sand1099’sunderthe“Non-LoginReturnorReport”panelontheMyTaxIllinois
homepage.Formoreinformation,seetheElectronic W-2 and 1099 Transmittal Programs web page and PUB-110.
Verify a registered business
ThisfeatureallowsausertoconrmwhetherabusinessiscurrentlyregisteredwithIDORusingthebusiness’s
IllinoisAccountID,FederalEmployerIdenticationNumber,oralicensenumber.Thisfeatureisparticularlyhelpful
whenauserneedstoconrmtheaccuracyofanIllinoisAccountIDtodocumenttransactionssuchassalesfor
resale.
Tax Rate Finder
This feature allows a user to search for the rates of various taxes applicable to an Illinois local government (i.e.,
countyormunicipality).Thetaxratenderhastwotypesofsearches:
• Userscansearchbythenameofthecountyormunicipalitytondanapplicablerate.Thistypeofsearchis
used by Illinois retailers to verify the tax rate at an Illinois retail sales location.
• Userscansearchforlocaltaxratesassociatedwithanaddress.Thistypeofsearchisusedbyremoteretailers
andmarketplacefacilitatorstoverifythetaxrateataspecicdeliverydestinationaddressasrequiredunder
theLevelingthePlayingFieldforIllinoisRetailAct.
Do not use Search by Address if you are an Illinois retailer verifying the rate for a retail sales location in Illinois.
Verify a sales tax exemption number
Thisfeatureallowsausertoconrmwhetherthesalestaxexemption(“E”)numberissuedtoanorganizationby
IDORisactive.IDORissuesexemptionnumbersonlytothoseorganizationsthathavedemonstratedthatthey
arenotforprotandorganizedandoperatedexclusivelyforcharitable,religious,educational,orgovernmental
purposes.Thisvericationfeatureisusefulforretailersneedingtoconrmwhetheracustomerclaimingan
exemption from Illinois sales and use tax is eligible to make that claim and to properly document the exempt sales
in the retailer’s business records.
MTI-10 (R-05/24) Page 10 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Illinois Department of Revenue
MyTax Illinois Help Guide
Submit an IDOR power of attorney
YoucanuseMyTaxIllinoistosubmitaPowerofAttorneyforIDOR.FromtheMyTaxIllinoishomepage,underthe
“AdditionalServices”panel,select“SubmitanIDORPowerofAttorney.”
ThisrequestshouldonlybesubmittedfortaxtypesadministeredbyIDOR.YoumustsubmitFormIL-2848,Form
IL-56, or the Multi-State Power of Attorney form, and any supporting documents for either as one attachment. See
the Power of Attorney Information web page for additional guidance.
Forbusinesses,usethetaxpayer’sFederalEmployeeIdenticationNumber(FEIN),ifoneexists.Forsole
proprietorswhodonothaveaFEIN,usethetaxpayer’sSocialSecurityNumber(SSN)fortheonlinesubmission.
Youwillbenotiedbyemailwhenthepowerofattorneyhasbeenaddedtothetaxpayeraccount,whichtypically
takes one to three business days.
File a zero wage report (IDES Form UI-3/40)
Thisfeatureallowsausertosubmitazerowagereport(IDESFormUI-3/40)toIDES.A“zero”wagereportisone
whichtheuserhasnoliabilitytoreportbutwhichisstillrequiredtobesubmitted.Thenon-loginzerowagereport
allowsuserstosatisfythisrequirementeasilyandeciently.
1098-F lookup
YoucanretrieveyourFormIL-1098-FasissuedbyIDORusingthelink“LookupmyForm1098-F”underthepanel
“Searches”ontheMyTaxIllinoishomepage.ThisinquirywillonlyreturnForms1098-FissuedbyIDORinthe
currentyear.Form1098-Freportspaymentsowedbyataxpayerasaresultofacourtorder,settlementagreement,
orotherassessmentthatbecame,orwillbecome,bindingonorafterJanuary1ofthereportingyear.
Note: Form1098-Fisnotanoticeoftaxdueorbill.
View Audit Discrepancies and Respond to an Audit Information Request
CertainlettersfromIDOR’sAuditDivisionrequirethetaxpayerstoviewspecicquestionsandinformationrequests
inMyTaxIllinois.Toreviewthespecicquestionsandinformationrequested,select“RespondtoanAuditInquiry”
underthe“SubmitResponsetoIDORNotice”panelontheMyTaxIllinoishomepageandenterthelogoncode
provided on the letter you received. You will be required to answer a security question before viewing the Audit
questions. After reviewing the request, taxpayers can respond or submit documentation.
UsingMyTaxIllinois
What is the dierence between “Requests” and “Correspondence” in MyTax Illinois?
“Requests”areusersubmissionsfromMyTaxIllinois,suchasataxreturn,payment,orupdatetoaccount
information.Mostrequestswilldisplayaconrmationnumberandanoptiontoprintaconrmationofyourrequest.
“Correspondence”isthelocationforcommunicationstoyoufromIDORandconsistsof“Messages”and“Letters.”
The“Messages”tabissimilartoanemailinbox.IDORusesthisfeaturetosendone-waycommunicationstoyou,
and“Messages”servesasyourinboxforthesecommunications.Youcannotreplytothesemessages.
The“Letters”tabcontainscopiesofcorrespondencemailedtoyoubyIDOR.Thistabishelpfulifyouloseor
misplace a piece of correspondence. In addition, if you set up your tax preparer as a secondary or third-party user,
they will have access to the correspondence without the hassle of delivery.
Note:Secondorthird-partyuserswillonlyhaveaccessto“Letters”undertheaccountstheyareauthorizedtoaccess.
How do I review my submitted requests?
LogonusersofMyTaxIllinoiscanselect“More…”fromthemainsummaryscreenandthen“Searchsubmissions.”You
canalsoviewrequestsbyaccounttypebyselecting“Viewmoreaccountoptions”andthen“Viewaccountsubmissions.”
Userswhohavesubmittednon-loginrequestsinMyTaxIllinoiscanreviewthoserequestsusing“Retrieveareturn,
application,orpayment”intheSubmissionspanelontheMyTaxIllinoishomepage.
How do I cancel or withdraw a request?
Some requests can be canceled or withdrawn while they are still in a pending status. To cancel a request, locate
yourrequestintheSubmissions(see“HowdoIreviewmysubmittedrequests?”above),andselectyourrequest.
Choosetheoption“Withdraw”tocancelareturnsubmissionrequest,oriftherequestisforapayment,choose
“Cancel.”Thiswilldelete(cancel)thisrequest.Whilemanytaxreturnrequestscanbeeditedandthenresubmitted,
payments cannot be edited.
Ifyouneedtocorrectapaymentrequest,youmaycanceltherequestifthepaymentstatusis“pending.”Ifthe
submittedpaymentstatusissomethingotherthan“pending,”youmaynotcancelthepayment.
MTI-10 (R-05/24) Page 11 of 12
Illinois Department of Revenue
MyTax Illinois Help Guide
Closing and opening tax accounts
YoucanuseMyTaxIllinoistoaddnewtaxregistrations.LogontoMyTaxIllinois,choose“More…,”andthenunder
the“RegistrationInformation”panel,select“RegisterforNewTaxaccounts.”Youcanalsoselect“ReopenClosed
Accounts”ifyouneedtoregisteragainforataxaccounttypethatyouhadpreviouslyclosed.
Torequesttocloseataxaccount,nexttotheaccountontheSummaryscreen,choose“Moreaccountoptions,”and
underthe“AccountMaintenance”panel,choose“Requesttocloseaccount.”
Note: Businesses registered as Sole Proprietors must contact Central Registration for assistance in registering for
additional tax accounts.
Forquestionsaboutopeningandclosingtaxaccounts,contactrev[email protected] or Central Registration
at rev[email protected] or 217 785-3707.
MyTax Illinois UserManagement
How do I allow others third-party access or additional logons?
Third-party access
Third-party access enables another trusted user, such as a tax preparer, who has his or her own MyTax Illinois
logon to have access to your accounts. The master of a MyTax Illinois logon can allow or revoke this access and
control which tax accounts the third party can access. A tax preparer with third-party access can logon to MyTax
Illinois using the preparer’s own username and password to access client accounts all in one location. Note: Third-
party access is not available for accounts administered by IDES.
In order to allow third-party access, you must have activated your own MyTax Illinois logon. To allow third parties
theabilitytorequestaccesstoyouraccounts,afterloggingin,select“ManagemyProle”andthen“More…,”and
theninthepanellabeled“Access,”select“Managethirdpartyaccess.”Fromthisscreen,youcanindicatethatyou
would like to allow third party access. You will also see which third parties currently have access to your accounts.
A tax preparer needing to request third-party access to another user’s account must logon using his or her MyTax Illinois
logonandgoto“More….”Fromthisscreen,underthepanel“Access,”youcanselect“AddAccesstoanExistingTax
Account.”Youwillberequiredtoenterdierentsecurityinformationdependingonthetypeofaccountyouareadding.
Additional logons
SomeorganizationsmayhavemultipleuserswhoneedtoaccessMyTaxIllinoisfordierentpurposes.Each
usershouldhavehisorherownusernameandpassword.TherstusertoactivateaMyTaxIllinoislogonforthe
organizationbecomestheMasterlogonholder.Thisuserhastheabilitytoaddanddeleteadditionallogonsandto
control what those users can see and do within MyTax Illinois.
To manage secondary logons for your
logon
,select“Managemyprole,”then“More…,”andtheninthe“OtherUsers”
panel,select“ManageAdditionalLogons.”FromthisscreentheMasteronthe
logon
can control whether additional
logons will be allowed, see other logons, and create new usernames and passwords for additional users.
What if the person who created MyTax Illinois access is no longer with the business?
IfyouhavetheMasterusernameandpasswordforyourlogon,youcanlogontoMyTaxIllinoisandgoto“Manage
MyProle.”Thiswillallowyoutoupdatetheemailaddress,proleownername,authenticationmethod,password,
and secret question associated with your master logon.
Ifyoudonothaveaccesstothemasterlogon,andthemasterlogonoriginatorisnolongerwithyourorganization,
contact
rev[email protected]
or Central Registration at
rev[email protected] or 217 785-3707
for assistance.
MTI-10 (R-05/24) Page 12 of 12