Oklahoma Taxpayer Access Point (OkTAP) Frequently Asked Questions

To register as a new OkTAP user, click the Register Now button on the top right of the OkTAP homepage and complete the required fields. You will need to specify one tax account type for OkTAP access at the time of registration. Access can be added to additional accounts through OkTAP after you have registered. These accounts must be existing tax accounts with the Oklahoma Tax Commission (OTC) for:

• Alcohol Wholesale Tax
• Cigarette Wholesale Tax
• Tobacco Wholesale Tax
• Sales Tax
• Consumer Use Tax
• Vendor Use Tax
• Tire Recycling Fee
• Mixed Beverage Tax
• Prepaid Wireless Tax
• Telephone Surcharge Tax
• Vehicle Rental Tax
• Lodging Tax
• Rural Electric Tax
• Withholding Tax
• Non Resident Royalty Withholding Tax
• Pass Through Withholding Tax
• Franchise Tax
• Rural Electric Co-Op License

To register your account with OkTAP you will need the following information:

• Account ID: This is a 13 character account ID assigned to OTC business accounts located on correspondence from the OTC regarding any of the above accounts.
• Federal Tax Identification Number:
  • SSN for sole proprietors
  • FEIN for businesses

  Once you have completed the registration, an authorization code and login link will be emailed to you. The authorization code is required for your initial logon. Your logon ID and password should be retained and kept secure from improper use.

  What is my account ID?

  Your account ID is a three-letter account type indicator followed by a ten-digit number assigned by the Oklahoma Tax Commission (OTC). You will find your account ID on correspondence you receive from the OTC regarding the following accounts:

  Account Type:	Sample Account ID:
  Alcohol Wholesale Tax	ALC-10000000-99
  Cigarette Wholesale Tax	CIG-10000000-99
  Tobacco Wholesale Tax	TOB-10000000-99
  Sales Tax	STS-10000000-99
  Consumer Use Tax	SCU-10000000-99
  Vendor Use Tax	SVU-10000000-99
  Tire Recycling Fee	STW-10000000-99
  Mixed Beverage Tax	ATG-10000000-99
  Prepaid Wireless Tax	PWF-10000000-99
  Telephone Surcharge Tax	STT-10000000-99
  Vehicle Rental Tax	STL-10000000-99
  Rural Electric Tax	STE-10000000-99
  Withholding Tax	WTH-10000000-99
  Non Resident Royalty Withholding Tax	WTR-10000000-99
  Pass Through Withholding Tax	WTP-10000000-99
  Franchise Tax	FRX-10000000-99
  Rural Electric Co-Op License	FRR-10000000-99

  One account ID will be required for initial registration on OkTAP. You will also need the account ID to add access to other accounts on OkTAP.

  How do I login to the Oklahoma Taxpayer Access Point (OkTAP)?

  To login, click the Login button on the top right of the OkTAP homepage. Enter your OkTAP username and password and click the Login button.

  An authorization code, sent in your registration confirmation email, is required if you are logging in for the first time.

  How do I add access to additional tax accounts on OkTAP?

  After logging into OkTAP, select the Add Access to Another Account link on the sidebar. Enter the required information and then click the Submit button. Access to the account will be available shortly after submitting the request and will show up on the Accounts tab.

  Note: Your account ID is a three-letter account indicator and ten-digit number. It is not your Federal Employer Identification Number or Social Security Number.

  Account Type:	Account ID:
  Alcohol Wholesale Tax	ALC-10000000-99
  Cigarette Wholesale Tax	CIG-10000000-99
  Tobacco Wholesale Tax	TOB-10000000-99
  Sales Tax	STS-10000000-99
  Consumer Use Tax	SCU-10000000-99
  Vendor Use Tax	SVU-10000000-99
  Tire Recycling Fee	STW-10000000-99
  Mixed Beverage Tax	ATG-10000000-99
  Prepaid Wireless Tax	PWF-10000000-99
  Telephone Surcharge Tax	STT-10000000-99
  Vehicle Rental Tax	STL-10000000-99
  Rural Electric Tax	STE-10000000-99
  Withholding Tax	WTH-10000000-99
  Non Resident Royalty Withholding Tax	WTR-10000000-99
  Pass Through Withholding Tax	WTP-10000000-99
  Franchise Tax	FRX-10000000-99
  Rural Electric Co-Op License	FRR-10000000-99

  How many tax accounts can I add?

  You are able to register any of the accounts you have registered with the Oklahoma Tax Commission that are also part of the OTC's OkTAP tax system.

  The following account types are available on OkTAP:

  Account Type:	Account ID:
  Alcohol Wholesale Tax	ALC-10000000-99
  Cigarette Wholesale Tax	CIG-10000000-99
  Tobacco Wholesale Tax	TOB-10000000-99
  Sales Tax	STS-10000000-99
  Consumer Use Tax	SCU-10000000-99
  Vendor Use Tax	SVU-10000000-99
  Tire Recycling Fee	STW-10000000-99
  Mixed Beverage Tax	ATG-10000000-99
  Prepaid Wireless Tax	PWF-10000000-99
  Telephone Surcharge Tax	STT-10000000-99
  Vehicle Rental Tax	STL-10000000-99
  Rural Electric Tax	STE-10000000-99
  Withholding Tax	WTH-10000000-99
  Non Resident Royalty Withholding Tax	WTR-10000000-99
  Pass Through Withholding Tax	WTP-10000000-99
  Franchise Tax	FRX-10000000-99
  Rural Electric Co-Op License	FRR-10000000-99

  Additional tax account types will be added to OkTAP in the future.

  To add access to an existing registration, login to OkTAP and click the Add Access to Another Account like on the sidebar. Enter the required information and submit the request.

  How do I change my password?

  Once logged in to OkTAP, click the My Profile link on the sidebar. Click the Change Password link and complete the requested information. You will need your current password to change your password.

  This change will be made immediately and does not require a new authorization code when logging in again.

  What do I do if I forget my password?

  If you forget your OkTAP password, you can reset it yourself:

  1. Click the Login button on the OkTAP homepage and then click the Forgot Your Password? link.
  2. Enter your logon ID and click the Next button.
  3. You will be required to:
     1. Enter the answer to your secret question.
     2. Enter a new password (all password rules apply).
     3. Confirm the password.
     4. Click the Reset button.

     Within a few minutes, an email with the next steps will be sent to your email address on file.

     Can I have more than one logon for my accounts?

     Yes, you may have multiple logons. These logons can be for members of your company/organization or for third parties, such as accountants, attorneys, etc.

     Why does the field turn red after I enter information?

     If you enter invalid information, such as less than 9 digits for a Social Security Number, the field will turn red to alert you that the field is in error and requires attention.

     What if I need to change information from a previous part of the application?

     You can use the navigation buttons at the top of the application to return to previous pages. Some changes to the application will require you to edit other fields.

     Why, when I go back and correct a part of the application earlier on, does it affect later parts in the registration process?

     Some information required at the beginning of the application dictates what information will be required later in the application. When you change the answers to these questions, subsequent sections may need to be updated as well. Look for yellow fields, indicating that the field is required, or red fields, indicating that the field requires correction.

     I was working on something else and when I returned to the application, it redirected me to the home screen. Why did this happen?

     To protect your sensitive information, OkTAP will timeout after 15 minutes of inactivity. To ensure that your session does not timeout, until the application has been submitted, do not leave the application idle for more than 15 minutes.

     What is a logon's "access type"?

     There are four different logon types for an OkTAP account.

     Master: There is only one Master logon granted per taxpayer. This logon has the ability to manage access for all other logons to the taxpayer's account(s), and close the account. The first login for the taxpayer is by default the Master logon for the taxpayer. The Master logon is able to:
     
     • Edit/Add a taxpayer level DBA Name and Mailing Address.
     • Manage all logons.
     • Close an account.
     • Update personal profile.
     • Add access to another account.
     • View letters and other correspondence from the OTC.
     
     Account Manager: Any subsequent logon established under the same FEIN or SSN will be considered an Account Manager. Account Managers are able to:
     
     • Update personal profile.
     • Add access to another account.
     • View letters and other correspondence from the OTC.
     
     Third Party: Third parties are those who will be filing returns or making payments on behalf of other entities. Third parties can have a single logon to access multiple clients' accounts. Depending on the third party's access level, they are able to:
     • Edit/Add a taxpayer level DBA Name and Mailing Address.
     • View all information on the tax account.
     • File returns on behalf of their clients.
     • Make payments on behalf of their clients.
     • View letters and other correspondence from the OTC.
     
     Withholding Bulk Filer: Bulk filers are tax preparers who are bulk filing withholding tax returns on behalf of their clients.
     

     What is an account's "access level"?

     OkTAP has three levels of access: View, File, and All Access. The Master logon controls the access level for all other logons. The access level can be set for each tax account for which access has been granted to a logon.

     View access: This access level allows viewing of all information on the tax account.

     File access: This access level allows the logon to view all information for an account, file returns, and exchange secure messages with the Oklahoma Tax Commission.

     All Access: This access level allows the logon to request changes to account name and address information in addition to Filing and Viewing information.

     How can I restrict access for my accountant, an employee, or a third party?

     To establish online access to a tax account, an individual must have the FEIN or SSN associated with the account, the Account ID, and the zip code associated with the account. Third parties will have to have a passphrase that you create, the Account ID, and the zip code. If you provide this information to an individual, they will be able to establish access to your account. The Master logon will receive an email when access is established on any of their tax accounts.

     IF YOU DO NOT WANT OTHERS TO ACCESS YOUR ACCOUNT, IT IS IMPORTANT FOR YOU TO DISALLOW NEW LOGONS.

     To disallow any new logons:

     • Click the My Profile link from the sidebar.
     • Click Yes link for the New Logons Allowed setting to toggle to No.

     How do I set up third party access to a client's account?

     To access a client's account, you must first register on OkTAP as a third party using your SSN or FEIN. Once you have registered and logged in, click the Add Access to Another Account link on the sidebar.

     To request access, you will need:

     1. Passphrase provided by your client
     2. Account ID
     3. Account zip code

     Once you request access to the account, your client will receive an email and must login to OkTAP to grant you access.

     How can I change an address through OkTAP?

     You may submit a change for your mailing address through OkTAP.

     To add or change the taxpayer level mailing address:
     Login to OkTAP and select the Add or Edit link next to the mailing address you would like to change. Add or modify the address and click submit.

     To change a mailing address specific to an account:
     Select the account you would like to change. From the Account Summary window, click the Edit link next to the address. Modify the address and click Submit. This will only submit a request to change the address for this specific account. Your change requests can be viewed in the Requests window.

     Only Mailing Addresses are currently available to add or change online. To add or change a location address, fill out form BT-115-C-W, and mail to:

     Oklahoma Tax Commission
     Post Office Box 26920
     Oklahoma City, OK 73126-0920

     Can I change a legal or DBA name through OkTAP?

     You may request a change in DBA name, but not a legal name, through OkTAP.

     To change the DBA name of the taxpayer:
     Login to OkTAP and select the Add or Edit link next to the DBA name you would like to change. Add or modify the DBA name, and click Submit.

     To change a DBA name specific to an account:
     Select the account you would like to change. From the Account Summary window, click either the Add or Edit link next to the DBA name. Add or change the DBA name you would like to use, and click Submit. This will only submit a request to change the DBA name for this specific account. Your changes are submitted as requests and can be viewed in the Requests window.
     

     If you would like to add or change a Legal name in the Oklahoma Tax Commission, fill out Packet A, and mail to:

     Oklahoma Tax Commission
     Taxpayer Assistance Division
     Post Office Box 26920
     Oklahoma City, OK 73126-0920

     I cancelled my online access, can I reactivate my registration?

     If you are the Master logon and have cancelled your own online access, you will need to contact the Oklahoma Tax Commission Help Desk at (405)521-3160 to have your online access reinstated.

     If you are not the Master logon but have cancelled your online access and want to reactivate it, you will need to have the Master logon reinstate your access by following these steps:

     1. Click the My Profile link on the sidebar and navigate to the Logons tab.
     2. Click on the Inactive link for the logon that is cancelled.
     3. Mark the Active checkbox.
     4. Click the Save button.

     How do I file a return?

     Navigate to the account you want to file a return for and click the File Now link for the desired period.

     Complete the return and click the Submit button to file the return. You will be required to enter your password to submit the return.

     You will be directed to a confirmation screen and can make a payment by clicking the Schedule Payment button. You will be directed to the OK.GOV QuickTax Payments screen and can make a payment for your return.

     The return status will remain as Pending. until processed by the Oklahoma Tax Commission (OTC). A submitted return may be withdrawn if it has not yet processed. You can view the return at any time by clicking the View Request or View Return hyperlink.

     You may print a copy of your submitted or saved return for your records by opening it and selecting Print. DO NOT mail the printed copy to the OTC.

     Can I start filling out a tax return and finish it later?

     Yes, if you start filling out your return and are unable to complete it, click the Save and Finish Later button. The return will display as a request, and the return status is Stored, indicating that the return has not been filed and will not be considered filed until it has been submitted.

     To re-open the return, click the View Request link, and then the Change button to finish completing the return. Once completed, click Submit to submit the return for processing.

     What do I do if there is not a link to file my tax return?

     For Alcohol Wholesale Tax, Cigarette Wholesale Tax, and Tabacco Wholesale Tax, OkTAP will accept returns for periods beginning September 2011 through the current date. Filing periods prior to September 2011, or prior to the start date for the tax account will not display and may not be filed through OkTAP.

     For the remaining tax account types, OkTAP will accept returns for periods beginning September 2013 through the current date. Filing periods prior to September 2013, or prior to the start date for the tax account will not display and may not be filed through OkTAP.

     You can file by paper by filling out the appropriate return form found here.

     How do I amend or view an existing return?

     Locate and open the account for which you want to file an amended return and click the appropriate View Return link.

     A new window displaying a return for the appropriate tax type will open. Click the Change button and make any necessary changes. Click Submit to file the amended return for processing.

     NOTE: If the Change button does not appear, it is possible that you do not have the appropriate access level.

     What do the different colors mean in the fields of a form or return?

     The fields on the forms are color-coded to help tell you what actions are allowed for each particular item:

     • Green: This field is editable, but not required.
     • Yellow: The field is required in order to submit the return or request.
     • Red: The particular field is in error.
     • White: The field is automatically calculated and cannot be modified.

     Why can't I print a copy of my tax return?

     OkTAP uses Adobe Reader to provide printable copies of tax returns for your records. If you are having trouble printing, ensure your computer has Adobe Reader. If not, visit www.adobe.com/reader to download the latest version of Adobe Reader.

     Printing and other functions such as viewing correspondence requires pop-ups to be enabled on your browser.

     IMPORTANT: Paper copies printed on OkTAP are for your personal records only, and should not be mailed to the Oklahoma Tax Commission.

     How do I make an online payment?

     The OTC encourages taxpayers to utilize electronic payment methods. To make an online payment, open the account and select the Pay link. Once the pay link has been selected, you will be redirected to an external payment site to make your payment.

     Please note that online payments are only available to users who have All Access and File access levels to the account.

     What is a request?

     A request in OkTAP is any action performed in your account, such as filing a return, making a payment, or changing an address.

     To view your requests navigate to the Requests tab. You will be able to see a log of requests broken into the Being Edited, Waiting to be Processed and Search tabs.

     Can I change or cancel my request once I have submitted it?

     Yes, with the exception of a payment request without a future initiation date, a request can be changed or cancelled as long as it has not been processed. Payments initiated for today's date cannot be cancelled. For payments with a future initiation date and other requests, click the Requests tab from either the taxpayer level or account level to view requests that can be changed or cancelled. Click on the Title hyperlink of the request to view it, and then click the Change or Withdraw Request link on the sidebar to change or cancel the request.

     What are notices?

     Notices are a secure way for you to interact with the OTC. To send a notice, navigate to the Notices tab and click the Click Here to Send Notice link. Complete the notice form, specifying an account and filing period if appropriate, and click the Send Message button to send a notice to the OTC.

     Once the OTC has responded to your notice, you will receive an email notifying you that there is a notice available on OkTAP. The email will not contain any account specific information. Login to OkTAP to view the notice.

     How can I view letters from the OTC and/or my permits?

     To view letters and permits, click on the appropriate account then select the Letters/Permits tab. Available correspondence from the OTC, including registration permits will be displayed. Click on the Letter ID hyperlink for the permit or letter you wish to view.

     You can also view letters and permits for all accounts of the taxpayer from the Home window, or view letters for a specific tax account by selecting Permits/Letters after selecting an individual account.

     Will I have to install any new software programs on my computer?

     An up-to-date browser is all that is needed to access OkTAP. Current versions of browsers can be found at the following locations:

     In order to print copies of returns for your records, you will need a current version of Adobe Reader. Click here to download the current version of Adobe Reader:

     What browser versions does OkTAP support?

     OkTAP supports Internet Explorer 6.0 and higher, as well as current versions of Google Chrome, Mozilla Firefox, Safari, and Opera.

     These are the minimum browser versions necessary to support all of the features and functions of the web site.

     How can I tell what browser version I am using?

     • Internet Explorer
       
       
       • Click on Help at the top of the window and then click on About Internet Explorer.
       • If the Help menu is not visible, press Alt+H and then click on About Internet Explorer.
       
       
       • Click the Menu button to the right of the address bar and select About Google Chrome from the menu.
       
       
       • Click on Help at the top of the window and then click on About Firefox.
       • If the Help menu is not visible, press Alt+H and then click on About Firefox.
       
       
       • Click on Safari at the top of the window and then click on About Safari.
       
       
       • Cclick on Menu and then Help at the top of the window. Click on About Opera.

       Nothing happens when I try to view letters, print returns, or click the help link.

       Some actions in OkTAP require pop-ups to be enabled in your browser.

       For example, the Help Menu will open in a new browser window to display help options. Or, if displaying documents in a PDF format, Adobe Acrobat will open in a new browser window.

       To allow pop-ups in your browser, follow the links below for instructions

       How can I change my browser font size?

       You are able to change your browser font size a few different ways.

       • Hold down the control (Ctrl) key and either press the + or - key.
       • Hold down the control (Ctrl) key and move the scrolling dial on the mouse.
       • Your browser may also support its own functions for zooming in and out (in Internet Explorer, the magnifier icon can be found in the bottom right corner of the browser window).

       How can I order Cigarette Stamps online?

       Once you have access to your Cigarette Wholesale account on OkTAP, you can order stamps.

       Click the Order Cigarette Stamps link on the sidebar and complete the order form. Click the continue arrow at the bottom of the screen to navigate to the payment window. Click the Pay Now button to pay for the stamp order. You will not be able to submit your order until you have complete the online payment.

       Stamps will not be issued until a payment has been received in full for the amount due. Once the payment is received your stamps will be shipped. Should you wish to cancel your order of cigarette stamps before they are shipped, you may contact Michelle Harrison at (405) 521-2618.

       How can I enter my tribal sales for my Cigarette or Tobacco return?

       When completing your return, click the Tribal Sales checkbox. The text to the left of the checkbox will turn into a link. Click the link and complete the Tribal Sales form. Once you being entering Tribal Sales information in the first column, a column will appear to the right, allowing you to add multiple records.

       How can I add supporting documentation for my returns?

       Some returns require supporting documentation to be sent to the OTC. This can be done in two ways:

       From the account: Click the Submit Attachment link on the sidebar.

       From a return: Click on the Add link on the Attachments panel on the sidebar.

       Up to 11 attachments may be included for each return. Individual attachments may be up to 30 megabytes (MB) in size. The types of files currently allowed are Microsoft Office Excel spreadsheets (.xls, .xlsx), Microsoft Office Word Documents (.doc, .docx), PDF files (.pdf), and Text files (.txt)