Authentication Guide (Used for activating a MyTax Illinois account for the first time)

How do I know if I am eligible to activate a MyTax Illinois account?

To set up a MyTax Illinois account, you must

already be registered with the Illinois Department of Revenue to do business in Illinois;
have an account type currently available in MyTax Illinois; and
know the specific business and individual identification information required for activation (see “How do I access MyTax Illinois?” below).

How do I access MyTax Illinois?

Setting up access to your MyTax Illinois account is easy!

Go to tax.illinois.gov and click on the MyTax Illinois logo to advance to the MyTax Illinois home screen.
Click on the “Sign up now!” button to get to the “Activation Summary” page.
Enter all required fields. Information required during the MyTax Illinois activation is:
1. Taxpayer FEIN, SSN, or Account ID - for businesses, enter your Federal Employer Identification Number (FEIN); for sole proprietors, enter your Social Security number; you may choose to enter the account ID given to you by the department
2. Owner, Officer, Responsible Party SSN, existing WebFile PIN, or last payment amount - this information must match what is currently in our records. (If you need to update or correct your owner/officer or responsible party information, download Schedule REG-1-O and/or Schedule REG-1-R from our website tax.illinois.gov)
3. Your Name
4. Email address - you must enter an email address that will be used for future communication from the department, including the issuance of your authorization code. (Note: To prevent email communication from the department being filtered into a spam or junk mail folder, add the email address Rev.DoNotReply@illinois.gov to your contacts or safe list.)
5. Telephone number
6. Username and password of your own creation
  - There are no guidelines for creating your username, but it must be unique to the system. For example, if you enter “johndoe” during your activation session but that username has already been created by another taxpayer, you would receive an error and be required to update your username to something unique (“johndoe1”).
  - Passwords have to follow the rules provided:
    ✓  Minimum 8 characters, no more than 20
    ✓  Contain both letters and numbers
    ✓  Contain upper & lower case letters
7. Shared secret question and answer - this information will be used to assist you if you have forgotten your password. Note that entry of your answer to the secret question is case and space sensitive. If you forget your password and use the secret question to log on to your account, you will need to enter your answer exactly as it was entered when filling out your activation request.
Click “submit” and select “ok” to complete activation.

After IDOR verifies your submitted information, we will send a message to the email address you provided giving you the authorization code needed for your initial login.

Go back to the MyTax Illinois home screen – through tax.illinois.gov or use the link within the email from MyTax Illinois. If you use the link through the email, the system will populate your username and authorization code. You will only have to enter your password manually.
Enter your username and password, along with the authorization code. Note: The authorization code is only required for your first login. Retain your username, password, and the answer to your secret question in your records. This is all you will need from this point forward to access MyTax Illinois. Again, note that the answer to your secret question is case and space sensitive.

What if I have trouble or questions while trying to activate my MyTax Illinois account?

You can contact us by using the email link at the bottom of the activation summary page or calling us at 217 785-3707.

How do I grant others access to my MyTax Illinois account?

The primary user (indicated as the “Master” under your web profile) has two methods for granting others access to your company’s MyTax Illinois account. Important: It is the responsibility of the primary user to allow access and maintain all logons.

Create a secondary user ID – enables another person to access your account without requiring them to set up their own primary account. Use the following steps to set up a new secondary user:
1. Login to your MyTax Illinois account.
2. Click on “manage my web profile” in the left navigation panel.
3. Select the “manage logons” tab. Note: Make sure that your settings (under “settings” sub-tab) for “new logons allowed” is set to “yes”.
4. Select the “Logons” sub-tab. On the right side of the page, click on the button labeled “add logon”.
5. Enter the required information (all yellow boxes) and uncheck any boxes of tax types that you do not want to grant access to.
6. After completing Step e. click “submit”. An email will be sent to the email address that was entered giving MyTax Illinois access instructions.
7. Repeat Steps a. through f. for as many logons as you wish to allow access. Each individual that you wish to grant access to should have their own unique user ID and password.
Allow third-party access – enables another person to access your account through their own MyTax Illinois account**. This is typically used for a tax preparer.
1. Login to your MyTax Illinois account.
2. Click on “manage my web profile” in the left navigation panel.
3. Select the “manage logons” tab. Note: Make sure that your settings (under “settings” sub-tab) for “third party logons allowed” is set to “yes”.
Now, the third-party must use the following steps to complete the access:
1. Login to their MyTax Illinois account.
2. Click on “add access to another account” in the left navigation panel.
3. Enter the required information (all yellow boxes) about the taxpayer account that they are trying to access.
4. After completing Step f. click “submit”. An email will be sent to the third-party user giving them MyTax Illinois access instructions.

**If the third party is not registered for one of the taxes currently available in MyTax Illinois, they will not be able to create their own MyTax Illinois account or have access to yours through the third-party method. Any third-party you wish to grant access to who does not have their own MyTax Illinois account can still be granted access through the secondary user method described in this section.

Will I be able to control what secondary or third-party users are allowed to do on the account?

Yes. As primary user, you control the settings for all access to your account. You can choose to allow other users only to view your tax account information, file returns, make payments, or to file and pay. These settings are all maintained under the “Manage my web profile” hyperlink in the left navigation menu. The primary user will be responsible for any maintenance needed to secondary or third-party users.

What happens if our company needs to change the primary user?

The department can reset your company’s primary user on your MyTax Illinois account. For assistance with changing your company’s MyTax Illinois primary user, call us at 217 785-3707.