How do I do this?
| Attachments | Making Payments | Setting up bank information | Filing Returns |
| Withholding Tax Information |  |
Attachments
Some returns or accounts are required to attach a document, like a copy of a bond or a return schedule. In TAP, you can attach a document you have stored in your computer. Attachments can be in any format, such as Word, Excel, jpeg, etc. Multiple attachments may be added.
If you need to attach a document, “Attachments” appears in the menu on the left side of your screen. Start with “Add” found just beneath “Attachments." You'll be asked to select the type of attachment from the drop-down menu. In the space provided, enter a description of the attachment such as Schedule X or the filing period. When you select “Browse” you then can attach the file your choose from your computer files.
Remember to “Save.” Your attachment displays in the “Attachments” panel when you have successfully attached the document..
If you add an attachment in error, just click the red X.
Making Payments
You can make electronic payments for all tax types in TAP, even if you file a paper return. Corporate, Pass-through-Entity, and Individual Income taxpayers may make estimate payments, return payments and payments for any billings.
Applying your payment:
- To make a payment for a specific filing period, locate the filing period on the filing period list and select “Pay.”
- To make a payment toward the entire balance for all of your accounts in TAP, from your home page select “Pay Now/Later.” This type of payment is applied to the oldest period with an outstanding balance due. The remainder, if any, is then applied to subsequent outstanding liabilities.
Identifying the type of payment you're making
You're asked to select the type of payment you are making. As example, if you are making a payment on a return you filed through a provider, or on paper, select “Return.” If you have received an assessment or you have an existing tax debt, select “Bill.”
Changing the amount or date on your payment
Viewing your electronic “check” you will find that is pre-completed with a date and payment amount. If you want to make your payment on another day, enter the payment effective date. This is the day you want the money withdrawn from your bank account. (just enter the date over the date already in the box.)
If you want to pay a different amount, enter the payment amount you choose. Once completed, you’re ready to “Submit.”
Signature Documents
There are no paper signature documents required to sign your check (or your return.) When you enter your password, your password is your electronic signature authorizing the payment. You will receive a confirmation notice. If you do not, then your payment was not submitted.
Stopping a payment
Once you make a payment, you can generally withdraw it until 5 p.m. (CDT) on the day the payment was made. You cannot change a payment, but you can withdraw it and then create a new payment as long as it is still pending. To determine if its pending, go to “Requests." There, you will see a list of requests (your submissions) waiting to be processed, as well as those that have already processed. If the payment you didn't want to make is “pending,” you can withdraw that payment.
If the payment processed, then:
- If you paid too little, you can make another payment and pay the difference.
- If you paid too much, the overpayment is applied to any existing liability you have, or credited to your account to apply to a future liability, or you may request a refund.
Payment posted to wrong account or filing period
If you made a payment that wasn’t applied to the filing period and/or the tax account you intended, contact the DOR at (601)923-7700 to have a payment transferred to another account or tax period.
Payment processing time
Payments are verified by the bank before posting to your account. This may take a few days. The processing time does not affect the payment effective date. Your payment will post with the effective date that you provided* when you submitted the payment, regardless of the amount of time it takes to process the payment. *You cannot date a payment for a day in the past! BUT, you can specify that the payment be made at a future time (up to 4 months.)
Setting up bank information
As a convenience, you can set up payment sources so that each time you make a payment you don’t have to enter your banking information. Go to “My Profile” in the left-hand menu. The “Account Payment Source” tab allows you to set-up a default bank account for each tax account. The “Advanced Payment Option” tab allows to you to set-up a default bank account access for all tax accounts. The payment source will list in the Payment Sources panel in your Profile window.
To change an existing payment account, select “My Profile.” From there, click the desired “Payment Account” and then“Change” or update the bank information. If you want to add a new account, click “Add Payment Accounts” and remember to save your changes.
You can set up different bank accounts for each tax account. Select “Set-up” next to the tax account you choose. From there, select an account you already have saved, or you can enter a different one a the top of this window.
Filing Returns
A list of all available filing periods are found on the account summary page. Only periods available for filing will display. Tax periods due prior to implementation of TAP are not available. (need more instructions?)
- Periods that are not yet filed have a “File Now” button.
- Periods that are already filed show either “View Request” (the return has not completed processing) or “View Return.”
If more than one return type is due, the link is “Return for Periods.” Select the appropriate return type to file.
Select the filing period that you want, click “File Now,” and a window displaying a return form will open. Enter and complete the return information. Review the return for any errors or boxes shaded in red.
If the return is correct, enter your password to "sign" the return. Your password is your signature. There are no paper signature documents required . When you enter your password, you are declaring that the information provided is correct to the best of your knowledge.
Once you submit your return, you’ll receive a confirmation number. And, you can schedule your payment by selecting “Schedule a Payment Now.”
Save and Finish Later
“Save and Finish” allows you to save the work you have done on the return, and then complete the return later. If you use the “Save and Finish Later” option, your return status displays as “stored” in the filing period list on the account page.
If your computer is idle several minutes, your session will "time-out" and you will lose all of your information. If you are called away while completing the return, just click “Save and Finish Later.” Then complete your return when you are ready. TAP is available 24 hours a day, seven days a week.
When you return to complete your return, go to “View Request” in the filing period of your draft return. Click “Change” to open the return for further editing and filing.
Correcting mistakes
If the status of a request (your submission) is pending, you can withdraw that submission. You can then correct your information and resubmit. For returns and payments, you can make changes as long as the status is “pending.”
If your tax return processed, you can correct an error by amending the return.
Amending or making changes to a return
You can amend a return that has already been filed. Select “View Request” or “View Return” next to the filing period you want to amend.
Click “Change” and make any changes needed.
Amending a return filed on a paper
If the filing period is after implementation of TAP (October 2011), then you are able to amend returns that were originally filed on paper. Follow the instructions for amending a return above. Corporate and Franchise Tax are not included
Filing Due Dates
Submit your tax return and payment before midnight of its due date. Make sure you start preparing your return in time to submit it and make your payment before midnight. Returns and payments submitted after the due date are late and are subject to interest and penalties.
An advantage of using TAP: you can file your return early but schedule your payment to be made on the due date. That way, you won’t need to worry about meeting your deadline.
Viewing a filed return
Tax periods that have been filed have a “View Return” link. You can use this link either to amend an existing return or to look at a return previously filed.
