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Income - Online Services (I-File/ePayment/eStatement)
Income - Online Services (I-File/ePayment/eStatement)

Online Services is a free, secure electronic portal where you can file and pay your Ohio individual and school district income taxes. You can also review notices and information about those taxes from the Department. It is available 24 hours a day, 7 days a week except for scheduled maintenance. Online Services includes:

  • I-File: Allows certain individuals to electronically file their original Ohio IT 1040, SD 100 and/or IT 10 for free. You cannot file amended returns with this service. I-File provides detailed instructions and performs calculations for you when completing your return. When using I-File, you do not need to submit any paper documentation unless requested by the Department.
     
  • ePayment: Allows you to electronically make Ohio individual income and school district income tax payments. This includes extension and estimated payments, original and amended return payments, and billing and assessment payments.

    Note: While ePayment is a free service, a 2.5% service fee (minimum $1) is charged by ACI Payments, Inc. for credit/debit card payments. The state of Ohio does not receive any of this fee.
     
  • eStatement: Allows you to view/print transcripts of previously filed returns (up to 10 years) and Ohio 1099-G and 1099-INT forms (up to 5 years). You can also view outstanding balances (if any) and update certain contact information (i.e. mailing address, telephone number and/or email address) with the Department.

To use Online Services taxpayers must first register here. To complete the one-time registration, taxpayers must provide their:

  • Social Security Number (SSN) OR Individual Taxpayer Identification Number (ITIN);
  • Last name;
  • Date of birth; AND
  • Previous year’s Ohio withholding amount (Ohio IT 1040, line 14) OR the issue date of your current Ohio Driver's License or State ID.

The information you provide must match the information on file with the Department. If you have recently renewed your driver’s license or your state ID, you may not be able to use it to register.

Note: If you are a first time Ohio filer, you are not able to register for Online Services.

If you have forgotten your User ID and/or password and are unable to answer your security questions, you must send a legible copy of your social security card and a government-issued document (such as a driver’s license, military ID, birth certificate, passport) with your date of birth by either:

  • Electronically: Online Notice Response Service
    • If you have previously created an account through OH|ID, utilize the same Username and Password to access this service. If not, you must create an OH|ID account.
    • Once you have successfully logged in, follow the directions on the instructions page to upload your documents.
    • Select Form Name: I-File Reset Documentation Request
    • Enter Fax Number: 206-202-2082 (no dashes)
  • Fax: 206-202-2082

Note: The Department of Taxation is unable to provide you with your User ID or Password. This process will instead remove your prior User ID and Password, allowing you to register for Online Services as a new user. You should allow 2 business days for the Department to process your request prior to attempting to register again. This process will not delete prior tax return information. See the FAQ “How do I sign up for the Ohio Department of Taxation’s Online Services?”

You can file, for the current and previous four tax years, any or all of the following using I-File:

  • Individual Income Tax Return (Ohio IT 1040): The system uses a series of questions and answers to assist you in completing your IT 1040. It also provides detailed instructions and performs calculations on the return.

    After the Ohio individual income tax return is transmitted, you will be given the option to file your Ohio school district income tax return. The Department of Taxation recommends completing your Ohio individual income tax return before filing any school district income tax returns.
     
  • School District Income Tax Return (Ohio SD 100): The system uses a series of questions and answers to assist you in completing your SD 100. It also provides detailed instructions and performs calculations on the return.

    If you filed your Ohio IT 1040 using I-File, certain information will automatically populate onto your SD 100. You can file returns for multiple school districts using I-File.
     
  • Ohio Income Tax Information Notice (IT-10): Taxpayers who are not required to file the Ohio IT-1040 can electronically file this information notice using I-File.

Once you have answered all of the questions asked by the system, you will be presented with a summary of the form prior to submission. At this stage, you should verify your return information and correct any errors. Once you are sure your return is correct, you must electronically sign and submit it by clicking the I Agree- File My Return button. When using I-File, you do not need to submit any paper documentation unless requested by the Department.

You will receive a separate confirmation number for each return you file. The Department has not received your return if you do not receive a confirmation number. We recommend you retain your confirmation number(s).

I-File allows you to file original returns after the due date. However, you cannot file amended returns using I-File. Instead, amended returns can be filed electronically with certain third-party software providers or by mail.

Any individual who has registered for Online Services can use I-File unless any of the following are true:

  • You have more than 19 dependents and your filing status is Single or Married Filing Separately;
  • You have more than 18 dependents and your filing status is Married Filing Jointly;
  • You are filing an amended return;
  • You are filing for a deceased taxpayer as the executor or guardian;
  • You are using a foreign IP address;
  • You have a foreign address or an in-care-of address; OR
  • You are entitled to take or have taken either the Ohio lump sum retirement or lump sum distribution credits.

If you are unable to use I-File, you can file your return(s) electronically using certain third-party software providers or by mail.

I-File allows you to receive your refund by direct deposit or by mail. The direct deposit options are different depending on which return you file.

Individual Income Tax Return (Ohio IT 1040): Allows you to direct deposit your refund into one of the following accounts:

  • A checking account;
  • A savings account;
  • An individual retirement account (IRA); OR
  • An Ohio 529 (CollegeAdvantage) account.

School District Income Tax Return (Ohio SD 100): Allows you to direct deposit your refund into one of the following accounts:

  • A checking account; OR
  • A savings account.

You should ensure that the account information you enter is correct and is for a valid, active account. If you choose a direct deposit option, you will receive your refund in approximately 15 business days.

If you do not choose a direct deposit option, you can select to have a paper refund check mailed to the address you provided on the return. Generally, your check will be mailed within 30 days.

After clicking the I Agree- File My Return button to submit your return, you are able to print a copy of the return and/or save it as a PDF file.

Additionally, you can view transcripts of any Ohio income tax return(s), for the current and previous ten tax years. Simply log into Online Services and click the View Transcript button next to the return that you wish to view.

I-File allows you to:

  • Pay your tax due when filing your return;
  • Future-date your payment (up to the due date) when filing your return;
  • Pay your tax due at a later date using Online Services; OR
  • Pay your tax due at a later date by submitting a paper check with the correct payment voucher.

You cannot make a future-dated payment using a credit card. If you choose to pay your tax due at a later date, you can log into Online Services and click the Pay button in the “Outstanding Balance” section of the Dashboard.

I-File gives you the option to continue your return at a later time. Simply click the Save Return and Exit button at the bottom of the page. The system will alert you that you have not yet filed your return. To proceed, click the Confirm button.

Your return information will be saved as a draft under the “Tax Returns Awaiting Action” section of the Dashboard. To resume filing your return, log into Online Services and click the Edit button. If you do not submit the return by December of the current year, your draft return will be deleted.

Please note, regardless of when you start your return, it must be submitted to the Department of Taxation by the return due date to be considered timely filed. Your return has not been submitted until you click the I Agree- File My Return button and you receive a confirmation number.

Your email address assists the Department in combating income tax fraud. The Department may also use the email address to communicate relevant information and reminders (such as a failure to file or pay a bill) to taxpayers.

No personal identifiable information will ever be requested in an email from the Department. The Department will NOT sell or otherwise distribute the email address you provide.

You are able to make the following types of Ohio individual income and school district income tax payments via Online Services:

  • Original return payments (40P);
  • Amended return payments (40XP);
  • Extension payments (40P);
  • Estimated payments; AND
  • Billing and assessment payments.

To make a billing or assessment payment, you must click the Pay button in the “Outstanding Balance” section of the Dashboard. The “Outstanding Balance” section will display “You have no outstanding liabilities” if you do not have any current bills or assessments.

To make any other type of payment (original/amended return, extension, estimated tax):

     1. Log into Online Services with your username and password;

     2. Under “Online Services,” on the left side of the page, click View/Make Payments;

     3. Click the View/Make Payments button;

     4. Under “Available services” in the middle of the page, click Make an electronic payment.

You must then input the required information into the ePayment system. Until you click the Authorize Payment button, you have not made your payment. You will receive a confirmation number as verification of your payment. We recommend you retain this confirmation number.

Ohio ePayment allows you to make Ohio individual income and school district income tax payments using one or both of the following methods:

  • Electronic Check: This payment method withdraws funds directly from your checking or savings account. There is no fee for using this payment method. Generally, your payment will be withdrawn within 24 hours of the date you choose for payment. You must ensure that the funds are in your account and available on the date you choose for payment. The payment will show on your bank statement as “STATE OF OHIO”.

 

  • Credit Card (Discover, VISA, MasterCard or American Express): This payment method charges your credit card using ACI Payments Inc., a credit card service provider. You cannot future-date a credit card payment. Your credit card will be charged on the date you authorize the payment.

    ACI Payments, Inc. charges a convenience fee equal to 2.5% of your payment or $1, whichever is greater. The state of Ohio does not receive any of this fee. The payment will appear on your credit card statement as two separate entries – one for the payment itself and a second for the ACI Payments, Inc. service fee.

You may choose to make a payment using both electronic check and credit card. Simply enter the amount you want to be withdrawn from your checking or savings account and also the amount to be charged to your credit card.

Note: If a problem occurs with your electronic payment (such as insufficient funds or incorrect payment information) that results in nonpayment or late payment, you may be subject to interest, penalties, and other fees.

You can authorize up to four estimated Ohio individual income tax payments or up to four estimated school district income tax payments in one transaction. All other payment types require you to complete each transaction separately. At the end of each transaction, click the Make another payment button to begin the next transaction.

Each transaction will have a separate confirmation number as verification of the payment. We recommend you retain each confirmation number.

Ohio ePayment allows you to view payments you have made during the previous 61 months. To view the payments:

     1. Log into Online Services with your username and password;

     2. Under “Online Services,” on the left side of the page, click View/Make Payments;

     3. Click the View/Make Payments button;

     4. Select a number of months from the dropdown, then click the Go button.

You are able to correct any errors prior to clicking the Authorize Payment button on the “Payment Authorization” (step 4) of the Ohio ePayment process.

Current-Dated Payments: Once you click the Authorize Payment button, the Department of Taxation is unable to make any changes to the payment or account information. If the payment was for the wrong tax year or school district, you may send a written request to transfer the payment via either of the following options:

  • Fax: 206-350-7895
  • Mail:
    Ohio Department of Taxation
    PO Box 182847
    Columbus, OH 43218-2847

Your request to transfer a payment must include all of the following information:

  • Your first and last name;
  • The last four digits of your Social Security Number (SSN);
  • Your current address;
  • Your current telephone number;
  • The amount of the payment you want to transfer; AND
  • The tax year for which you intended the payment.

Additionally, if the payment being transferred is for school district income tax, include the school district number for which you intended the payment.

Future-Dated Payments: You may cancel a future-dated payment at any time the payment is in a “Pending” status. To cancel a payment while in a "Pending" status:

     1. Log into Online Services with your username and password;

     2. Under “Online Services” on the left side of the page, click View/Make Payments;

     3. Click the View/Make Payments button;

     4. Select a number of months from the dropdown, then click the Go button;

     5. Under “View Payments”, click the Cancel button to the right of the payment you wish to cancel.

The page will display a heading of "Pending Payment Status Changed" to confirm that the payment has been cancelled and will provide a confirmation number. We recommend you retain this confirmation number. You will also receive a letter confirming that the payment has been cancelled.

Note: Ohio ePayment allows you to undo your cancellation, prior to the payment date, by clicking the Undo button next to the "cancelled" status. This schedules the future-dated payment for the original date indicated.

Once a payment moves to a “Processing” status, the payment cannot be cancelled.

You can elect to receive certain notices (such as forms 1099-G and 1099-INT) via Online Services. When a notice is available, you will receive an email directing you to log into Online Services to view the notice.

To elect to receive notices electronically, you must have a “validated” email address on file with the Department. To provide an email address:

     1. Log into Online Services with your username and password;

     2. Under “Account Settings,” on the left side of the page, click My Profile;

     3. Under “Contact Information” click the Edit button next to the email address section;

     4. Enter your email address and click the Save button.

If you already have an email address on file with the Department, follow these steps to validate your email address:

     1. Log into Online Services with your username and password;

     2. Under “Account Settings,” on the left side of the page, click My Profile;

     3. Under “Contact Information,” click the Send Validation E-mail button;

     4. The validation code will be sent to your email address;

     5. Click the Confirm button, enter the validation code, and click the Submit Validation Code button.

If you already have a validated email address, follow these steps to receive a notice electronically:

     1. Log into Online Services with your username and password;

     2. Under “Account Settings,” on the left side of the page, click My Notification Settings;

     3. Click the Activate button next to the notice(s) that you want to receive electronically;

     4. You are required to accept the terms of service to receive notices electronically. To accept the terms of service, review and click the I Accept button at the bottom of the page. Simply registering your email will not automatically set you up for email notifications.

Note: Once you have elected to receive notices via Online Services, you will not receive the notices by mail unless you deactivate this service.

You can email us or call our Taxpayer Services Division toll free at 1-800-282-1780 (1-800-750-0750 for persons who use text telephones (TTYs) or adaptive telephone equipment) from 8:00 am to 5:00 pm, Monday through Friday excluding holidays. If you cannot remember your User ID and/or password click here.

Additional Resources

Additional Resources