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Before You Call...

Before You Call...Check below to see what information you need available for us to assist you.

Individual & School District Income Tax

Individual  and School District Income Tax Before You Call Us, Please Have with You: 
Account Information
  1. Primary and spouse’s social security number (SSN), if joint return
  2. Copy of state return for tax year(s) in question
  3. Other Account Identifiers (e.g., notice I.D., assessment number, refund amount, balance due, etc.)
I-File Registration
  1. Prior year Ohio Tax Withheld shown on your Ohio IT 1040 return
  2. Two forms of identification (acceptable forms are a   driver’s license, state identification card, social security card, military identification card, or passport)
Billing Notice
  1. Copy of billing notice
  2. Employer issued W-2(s), W-2G(s), 1099(s) and/or Schedule K-1 form(s)
  3. Copy of state return for year(s) in question 
  4. Other state returns filed for the tax year in question (if applicable)
  5. Copy of completed federal return
  6. Proof of payment (front and back of cancelled check, or money order receipt with confirmation number, of all payments)
Assessment Notice Or  Account Certified to the Ohio Attorney General’s Office
  1. Copy of assessment notice
  2. Copy of letter from the Ohio Attorney General’s office (if applicable)
  3. Employer issued W-2(s), W-2G(s), 1099(s) and/or Schedule K-1 form(s)
  4. Copy of state return for year(s) in question 
  5. Other state returns filed for the tax year in question (if applicable)
  6. Copy of completed federal return
  7. Proof of payment (front and back of cancelled check, or money order receipt with confirmation number, of all payments)

Business Tax

General Business, including Commercial Activity Tax, Employer & School District Withholding, and Sales & Use Taxes Before You Call Us, Please Have with You:
General Purpose
  1. Identification and relationship to business
  2. Federal employer ID number (FEIN), SSN or Ohio tax account. (FEIN or SSN is required for CAT)
  3. Business name
  4. Ohio liquor permit number (if applicable; issued by the Division of Liquor Control)
  5. Primary business location and business mailing address
Registration
  1. Federal employer ID number (FEIN) or SSN (Only for sole proprietor)
  2. Date subject to tax 
  3. Business address
  4. State in which incorporated
  5. NAICS code and type of business
  6. Business telephone number
  7. Officer, partner or owner’s social security number (SSN), home address, and telephone number
  8. (Note: go to Ohio Business Gateway for Ohio online business registration and information)
Billing Notice
  1. FEIN, SSN, or Ohio tax account number (FEIN or SSN is required for CAT)
  2. Copy of billing notice
  3. Proof of payment (front and back of cancelled check, or money order receipt with confirmation number, of all payments)
Assessment Notice or Account Certified to the Ohio Attorney General’s Office 
  1. FEIN, SSN, or Ohio tax account number (FEIN or SSN is required for CAT)
  2. Copy of assessment notice or assessment ID
  3. Proof of payment (front and back of cancelled check, or money order receipt with confirmation number, of all payments)
  4. Copy of letter from the Ohio Attorney General’s office (if applicable)

Tax Practitioner

Tax Practitioner Before You Call Us, Please Have with You: 
General Purpose - Not Requesting Changes or Updates to Taxpayer's Account
  1. Name of Firm/Company
  2. Authorization to speak on behalf of the taxpayer
  3. Individual & School District Income Tax - Click on the 'Individual & School District Income Tax' tab / Business Tax - Click on the 'Business Tax' tab
Requesting Changes or Updates to Taxpayer's Account
  1. Name of Firm/Company
  2. Authorization to speak on behalf of the taxpayer
  3. Individual & School District Income Tax - Click on the 'Individual & School District Income Tax' tab / Business Tax - Click on the 'Business Tax' tab
  4. TBOR-1 (to confirm taxpayer representation)

Additional Resources

Additional Resources