Georgia Department of Revenue. georgia tax center. Quick Reference Guide



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Transcription:

georgia tax center Quick Reference Guide 1

Table of Contents 1. Forgot Password or Username.. 3 2. Create a New GTC Profile.. 4 3. Register a New GA Business.. 5 4. Add Accounts to my GTC Profile. 6 5. View Multiple Account in GTC. 7 6. Make a Payment. 8 7. Cancel a Payment.. 9 8. Request a Refund. 10 9. Register As a Third Party Filer (Outside a Login). 11 10. Register As a Thirty Party Filer (Inside a Login) 12 11. Change Business Location/Mailing Address. 13 12. How to contact Customer Service.. 14 2

Forgot Password or Username 2. Click on Forgot My Password link 3. Enter your User Name and click on Next 4. Answer the secret question and Submit 5. You will see a confirmation screen click Ok 6. You will receive an email with instructions to reset the password from No Reply 7. Click on the link provided in the email 8. Enter the new password and re-enter to confirm. 9. Click on Forgot my Username link 10. Enter your email address 11. You will receive an email with the usernames associated with email address 3

Create a New GTC Profile 2. Click on Create my username 3. Click on Click to set up online access for an existing Taxpayer 4. Click on Step 1 and enter all the required information and select next 5. Click on Step 2 and enter tax specific ID and required information 6. Logon ID must be unique 7. Password must be 8-16 alphanumeric characters with at least 1 number and 1 special character 8. After you have completed this process an authorization code will be sent to the email address you provided Note: Authorization code only valid for the first login. 9. Click on the link in the email to complete the registration process 4

Register a New GA Business 2. Click on Register a New GA Business link under the Business column 3. Click on Click to register your new business under Submit your Request 4. Click on Step 1 enter required information and click Ok 5. Click on Step 2 completed all required information and click Ok 6. Click on Step 3 enters the required details and click on Ok 7. Provide required information on other steps and click Ok 8. Provide additional information on other steps including adding a record 9. Create Login ID and Password for GTC and click Ok 10. Click Submit at the top of the page to continue 11. Click on Yes to submit the request 12. You will see a confirmation page, write down number or print for you record - The registration is processed you will receive an email from No Reply with Login information for GTC and new Georgia Tax Identification Number(s) 5

Add Accounts to My GTC Profile 2. Enter your GTC User ID and Password and Login 3. Click on Add Access to another Account 4. Provide information for the account you want to access in GTC All required fields must be completed and click Submit 5. You will get a confirmation screen Are you sure you want to submit this request. 6. Click Yes to confirm. You will receive a Confirmation Number, print page or write down number for your records 7. Once the request is processed (about 5 min.) the account will be added under the appropriate account s tab. Either My Accounts or Other Taxpayers Account 6

View Multiple Accounts in GTC 2. Enter your GTC User ID and Password and Login 3. You will see My Accounts & Closed Accounts on your GTC Home page 4. You can select the account you want to view by clicking on the Account ID hyperlink(s) You can also view your account/accounts by clicking on the My Accounts on the left side under Navigation. 7

Make a Payment in GTC 2. Enter your User ID and Password to Login 3. Select your account number to access My Accounts screen 4. Scroll down to Filing Periods That Require Attention 5. Click on the Pay link 6. Complete the payment information and click on the Submit button at the top of the page 7. You will receive a confirmation number at the completion of this process Print page or write down this confirmation number for your records NOTE: Payments made after 3pm EST may be processed the next business day 8

Cancel a Payment in GTC Users can only cancel payments if STILL in Pending Status 2. Enter your User ID and Password to Login 3. Select the Requests link 4. Click on the specific Payment 5. Select Withdraw 6. Select Confirm to cancel the Payment Users cannot change payments, they can only Cancel Payments 9

2. Enter your User ID and Password to Login Request a Refund in GTC 3. Click on specific Account Number (NOTE: You must have a credit displaying in the GTC to proceed) 4. Click on Request Refund in the I want to section 5. Enter ALL required information and click Next 6. From the dropdown select the reason and enter explanation and click Next 7. Provide Direct Deposit Information (only if you choose Direct Deposit) 8. Review your request and click Submit 9. Select Yes if you are sure you want to submit request 10. You will get a confirmation screen print this page or write down your confirmation number for your records and click Ok A paper check while be issued if Direct Deposit information is not provided 10

Third Party Registration Outside a Login 2. Click the Register third party filer hyperlink under the Business tab 3. Under Submit Your Request click to continue 4. Complete the Confirm Eligibility screen and click Next Note: NAICS code accepted for associated with third party filers are: 541211 - Offices of Certified Public Accountants 541213 - Tax Preparation Services 541214 - Payroll Services 541219 - Other Accounting Services 5. Enter your Registration Information and click Next 6. Continue with required information from each step and click Next. 8. Create a GTC Login and Submit 9. If Are you ready to submit Click Yes 10. Print the confirmation page or write down the number for your records click OK 11. You will receive an email with your temporary password to login to GTC 12. You will be prompted enter new password and complete Profile Information 11

Third Party Registration Inside a Login 1. Log into GTC at https://gtc.dor.ga.gov 2. Under the I Want To click the Register as a Third Party Filer hyperlink 3. Review and accept the message on the screen and click Submit 4. The confirmation page will be displayed. Print this page or write down the number for your records Note: Your account should update within 10 minutes Note: NAICS code accepted for associated with third party filers are: 541211 - Offices of Certified Public Accountants 541213 - Tax Preparation Services 541214 - Payroll Services 541219 - Other Accounting Services 12

Change Your Address 2. Enter your GTC User ID and Password then click login 3. Click on your account number under My Accounts 4. Click on your Business Location/Mailing Address found in the Names and Addresses 5. Click on Edit 6. Enter your corrected/new address and click Save 7. Click Yes to submit your request 8. Click Ok on the confirmation window. Please print page or write down number on this page for your records 13

How to contact Customer Service 1-877- 432-6711 Monday Friday 8:00am 5:00 pm EST Excluding Holidays 14