Using MyTax Illinois

“Requests” are user submissions from MyTax Illinois, such as a tax return, payment, or update to account information. Most requests will display a confirmation number and an option to print a confirmation of your request.

“Correspondence” is the location for communications to you from IDOR and consists of “Messages” and “Letters.”

The “Messages” tab is similar to an email inbox. IDOR uses this feature to send one-way communications to you, and “Messages” serves as your inbox for these communications. You cannot reply to these messages.

The “Letters” tab contains copies of correspondence mailed to you by IDOR.This allows letters to be quickly accessed by taxpayers and also by tax preparers if second or third party access is granted by the Master logon.

Note: Second or third-party users will only have access to “Letters” under the accounts they are authorized to access.

Logon users of MyTax Illinois can select “More…” from the main summary screen and then “Search submissions.” You can also view requests by account type by selecting “View more account options” and then “View account submissions.”

Users who have submitted non-login requests in MyTax Illinois can review those requests using “Retrieve a return, application, or payment” in the Submissions panel.

Some requests can be canceled, withdrawn, or edited while they are still in a pending status. To cancel or edit a request, locate your request in the Submissions (see “How do I review my submitted requests?” above), and select your request. Choose the option “Withdraw” to cancel or edit a return submission request. Select “Continue Editing” to edit the request or select “Delete” to cancel the request.

If the request is for a payment, locate your request in the Submissions and choose “Cancel Payment.” This will delete (cancel) this request. While many tax return requests can be edited and then resubmitted, payments cannot be edited.

If you need to correct a payment request, you may cancel the request if the payment status is “pending.” If the submitted payment status is something other than “pending,” you may not cancel the payment.

Logon to MyTax Illinois, choose “More…,” and then under the “Registration Information” panel, select “Register for New Tax accounts.” You can also select “Reopen Closed Accounts” if you need to register again for a tax account type that you had previously closed.

To request to close a tax account, next to the account on the Summary screen, choose “View more account options,” and under the “Account Maintenance” panel, choose “Request to close account.”

For questions about opening and closing tax accounts, please contact rev.mytaxhelp@illinois.gov or CRD at Rev.CRD@illinois.gov or 217-785-3707.

Third-party access enables another trusted user, such as a tax preparer, who has his or her own MyTax Illinois logon to have access to your accounts. The master of a MyTax Illinois logon can allow or revoke this access and control which tax accounts the third party can access. A tax preparer with third-party access can logon to MyTax Illinois using the preparer’s own username and password to access client accounts all in one location. 

In order to allow third-party access, you must have activated your own MyTax Illinois logon. To allow third parties the ability to request access to your account, after logging in, select “Manage my Profile” and then “More…,” and then in the panel labeled “Access,” select “Manage third party access.” From this screen, you can indicate that you would like to allow third party access. You will also see which third parties currently have access to your account.

A tax preparer needing to request third-party access to another user’s account must logon using his or her MyTax Illinois logon and go to “More….” From this screen, under the panel “Access,” you can select “Add Access to an Existing Tax Account.” You will be required to enter different security information depending on the type of account you are adding.

Some organizations may have multiple users who need to access MyTax Illinois for different purposes. Each user should have his or her own username and password. The first user to activate a MyTax Illinois logon for the organization becomes the Master logon holder. This user has the ability to add and delete additional logons and to control what those users can see and do within MyTax Illinois.

To manage secondary logons for your logon, select “Manage my profile,” then “More…,” and then in the “Other Users” panel, select “Manage Additional Logons.” From this screen the Master on the logon can control whether additional logons will be allowed, see other logons, and create new usernames and passwords for additional users.

If you have the Master username and password for your logon, you can logon to MyTax Illinois and go to “Manage My Profile.” This will allow you to update the email address, profile owner name, authentication method, password, and secret question associated with your master logon.

If you do not have access to the master logon, and the master logon originator is no longer with your organization, contact Rev.MyTaxHelp@illinois.gov or CRD at Rev.CRD@illinois.gov or 217-785-3707 for assistance.