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LAST UPDATED JANUARY 2021

USER GUIDE

TABLE OF CONTENTS

INTRODUCTION TO MYPATH 3

3 3 4

TAX TYPES IN MYPATH CAPABILITIES BY TAX TYPE MYPATH FUNCTIONS

REGISTERING FOR MYPATH 7

7711 12

PROFILE TYPES HOW TO REGISTER TWO-STEP VERIFICATION AND REQUESTING AN ACCESS LETTER ADDING ACCESS TO YOUR TAX ACCOUNT(S)MANAGING YOUR ACCOUNT AND SETTINGS

FILING AND TRACKING RETURNS 14

14 15

PA-40 FILING AND TRACKING PA-1000 FILING AND TRACKING

NOTICES AND STATEMENTS OF ACCOUNT 16

16 18 18 19 19

CHANGES TO NOTICES VIEW YOUR NOTICES REQUEST A STATEMENT OF ACCOUNT RESPONDING TO A NOTICE TRACKING YOUR SUBMISSION

PAYMENTS AND PAYMENT PLANS 20

NON-LOGGED IN PAYMENTS 20 LOGGED IN PAYMENTS 22 PAYMENT PLAN REQUIREMENTS 24 REQUESTING A PAYMENT PLAN 24

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Introduction to myPATH

myPATH is the portal that external customers will use to easily interact with the department. This new portal will replace PIT e-Services, sometimes referred to as the PIT Portal, as well as, PAdirectfile. myPATH provides many self-services options such as the ability to register an account, file returns, pay balances, and manage your account online.

Users will also be able to review correspondence received from the department, submit correspondence to us, and communicate electronically with department representatives. Please keep in mind that a user must be logged in to perform some functions while others will be available even when they are not.

WHAT TAX TYPES & PROGRAMS ARE IN MYPATH? As the department continues to integrate tax types and programs into our new system, PATH, they are also integrated into the myPATH portal. Please refer to the chart below to see what taxes and programs are available through the portal:

Rollout 1 Rollout 2 Rollout 3

• Alternative Fuels Tax• Motor Fuels Tax• International Fuel Tax (IFTA)• Motor Carrier Road Tax (MCRT)• Fuel Transporter

• Inheritance Tax• Realty Transfer Tax• Medical Marijuana Tax

• Personal Income Tax• Property Tax/Rent Rebate• Pass-Through Entity

CAPABILITIES BY TAX TYPE

*REV-1500 Cannot be filed through myPATH because this return is submitted through the Register of Wills

Tax/Program Type File

Returns & Reports

Check Status

Remit Payments

Register New

Account

Apply for & Renew Permits

View Notices & Submit

Correspondence

Penalty & Interest

Calculator

Alternative Fuels X X X X X

Fuel Transporter X X X X

Inheritance Tax X* X X X X

International Fuel Tax X X X X X

Medical Marijuana Tax X X

Motor Carrier Road Tax X X X X X

Motor Fuels Tax X X X X

Pass-Through Entity X X

Personal Income Tax X X X X X

Property Tax Rent Rebate X X X X

Realty Transfer Tax X X X

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myPATH Functions

NON-LOGGED vs LOGGED IN All customers have access to many options available directly from the myPATH homepage without the need to create a myPATH profile. Users with a myPATH profile can enjoy many additional features not available to those without a myPATH profile.

This guide serves as an overview of all myPATH functions by category: Payments, Returns & Applications, Notices, and Miscellaneous. Each of these categories are divided into Non-logged In and Logged In functions.

PAYMENTS NON-LOGGED IN

• PAY MY BILL – Letter ID required to pay a bill for any ofthe following:o Fiduciary Taxo Nonresident Consolidatedo Nonresident Inheritance Taxo Pass-through Entityo Personal Income Taxo Property Tax/Rent Rebateo Realty Transfer Tax

• MAKE A RETURN PAYMENT:o No Letter ID required.• Make a return voucher payment, estimated or

extension payment for the following: PA-40 PA-41 PA-20s/PA-65

• WAGE GARNISHMENT PAYMENT:o Employers will need the Garnishment ID and the Letter

ID.

• BANK ATTACHMENT PAYMENT:o Banks/Financial Institutions will need the Garnishment

ID and the Letter ID.

• PAY OFF A LIEN:o Letter ID and Docket Number required.

• TRACK MY PAYMENTS AND CREDITS:o Track the estimated/extension payments and carry

forward credits for the following tax types: Fiduciary Nonresident Consolidated Pass-through Entity Personal Income Tax

LOGGED IN • PAY TOWARD A DEBT:

o Pay the entire balance or select a different amount topay toward the balance.

o Save the payment information for future use.o Banking Information, Payment Date and Amount

required.

• MANAGE PAYMENTS & BALANCES:o View any payments for periods that are:

Not submitted Pending Posted Reversed

o View any balances for periods that are: Outstanding Credit

• REQUEST A PAYMENT PLAN:o Payment plans can be requested for balances in a

Billing or a Collections status.o Qualifying balances for multiple periods are grouped

together.o Down Payments are optional - must be paid within 30

days of requesting the payment plan.o First Payment Date must occur within 30 days of

requesting the payment plan, or within 30 days of theDown Payment.

o Number of Payments: Balances in a Billing status must be paid within 6

monthly installments. Balances in a Collections status must be paid

within 12 monthly installments.

• MAKE A BILL/LIEN PAYMENT:o Letter ID required.

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myPATH Functions

RETURNS & APPLICATIONS NON-LOGGED IN

• FILE A PA-40, PERSONAL INCOME TAX RETURN:o Taxpayers will need to provide their SSN and either the

tax liability for a previous tax year OR their birth date and PA Driver’s License/Photo ID Number and expiration date.

o Taxpayers can include attachments with the submission of their PA-40.

o First time filers that are nonresidents of PA will not be able to file via myPATH.NOTE: Before starting the PA-40, there is a list of schedules and income types that myPATH can handle.

• WHERE’S MY REFUND?:o Check the status of a refund for the previous four tax

years.o Tax Year, Refund Amount, and SSN required.

• APPLY FOR A PROPERTY TAX/RENT REBATE:o Claimants will be asked to answer a series of questions

and provide required information to complete the electronic application.

o Claimants will not be able to complete the application if the system determines that they do not qualify for a rebate.

o Attachments can be included with the submission of the PA-1000.

• WHERE’S MY PROPERTY TAX/RENT REBATE?:o Check the status of a rebate for the previous four claim

years.o Claim Year, Date of Birth, and SSN required.

• TRACK MY INHERITANCE TAX RETURN:o Only for original inheritance tax filings for the estate of

a decedent.o Cannot be used for supplemental inheritance tax

filings or transferee inheritance tax filings.o Decedent SSN, Last Name, and PA Residency Status

required.

LOGGED IN • MANAGE RETURNS:

o View returns for any period that are: Filed Not Filed Pending Required

o Amend a return (only if option is available)

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myPATH Functions

NOTICES NON-LOGGED IN

• TAKE ID VERIFICATION QUIZ:o Letter ID from the Identity Verification Letter, last four

digits of the SSN/ITIN, a copy of the PA-40 for the taxperiod(s) indicated on the Identity Verification Letterare required.

• VERIFY MY REFUND (FDAU):o Last Name and Verification Code from their letter are

required in addition to indicating whether they filedthe tax return in question.

• RESPOND TO REQUEST FOR INFORMATION:o Documents can be submitted to the department in

response to a notice.o Letter ID and SSN/FEIN are required.o myPATH will advise what information is being

requested in the Letter and allows the user to uploadand submit multiple attachments.

LOGGED IN • VIEW LETTERS:

o View, print, or download letters received from thedepartment.

o Search for letters by date.

• REQUEST STATEMENT OF ACCOUNTo A detailed statement of account will be available to

view within 24 hours after making the request.

MISCELLANEOUS NON-LOGGED IN

• SEARCH SUBMISSIONS:o Search for any previously submitted payments,

returns, correspondence, etc.

• PENALTY & INTEREST CALCULATOR:o Can be used for all tax types.

• REQUEST 1099 AMOUNT:o Retrieve a 1099-G overpayment amount or 1099-INT

interest amount for prior tax years without needing tolog in.

o Last Name, ZIP Code, SSN, Tax Year, and 1099 Typerequired.NOTE: Taxpayers can view their full 1099 form bylogging in to myPATH.

• SEARCH INDIVIDUAL LIENS:o Search active liens filed on Pennsylvania residents.

• REGISTRATION:o Register for new MAFT accounts.

LOGGED IN • MANAGE NAMES & ADDRESSES:

o Update mailing/physical addresses and add a DoingBusiness As name.

• OPT-IN TO EMAIL NOTIFICATIONS:o Customers can receive an email when there are new

letters to view.

• MESSAGES:o Send messages directly to the department.

• CREATE SECONDARY LOGONS:o Create and manage logons that can act on the

customer’s behalf.

• MANAGE ACCESS:o Manage third party access (View, File, Pay).o Request access to other users’ accounts.

• POWER OF ATTORNEY:o View active Power of Attorney on file.

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Registering for myPATH

PROFILE TYPES There are three different profile types within the myPATH portal. The below chart identifies the profile type and the primary function of that account:

HOW TO REGISTER Creating a myPATH profile gives you access to a variety of functions such as making payments, managing returns and payments, viewing letters, requesting payment plans, and managing access of other myPATH users associated with your profile, among other features.

MASTER ADMINISTRATOR (PRIMARY) 1. Access myPATH, available at mypath.pa.gov

2. Select the Sign Up link, located in the login panel

3. Read and check the box for the I have read and agree tothe Electronic Correspondence and CommunicationsAgreement

4. Complete the required fields in the Profile andidentification boxes and submit

Profile Type Description

Master Administrator (Primary User)

This is the highest type of access and should be the primary user or account holder, such as the taxpayer or claimant themself. Each customer may only have one Master Administrator, but may create any number of secondary user profiles and manage the security access of secondary users and third party user associated with their profile.

Account Administrator (Secondary User)

All logons created subsequent to the Master Administrator will be Account Administrators. These secondary users are generally those who perform work on behalf of the account holder. There can be several Account Administrators per customer. These users cannot manage the security access of Master Administrators, but may manage the security access of third party users.

Account Manager (Third Party User)

This is the lowest level of access and is granted by default to those who register as a third party. Accountants, practitioners, or representatives should select this profile type if using myPATH to manage tax information on behalf of their clients. Account Managers cannot manage the security access of Master Administrators or Account Administrators

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ACCOUNT ADMINISTRATOR (SECONDARY)

1. The Account Administrator must log in with usernameand password.

2. Select Manage My Profile

3. Select More

4. Select Manage Secondary Logons

5. Select Add

6. Enter the required information and select type ofAccess (Typically Account Admin), Select Save

7. The individual that the logon is being created for willreceive an email with instructions and a link tocomplete registration.

8. After clicking the link in the email, they will enter a newpassword for their new secondary logon. Click Submit

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ACCOUNT MANAGERS (THIRD PARTY) myPATH users may request access to view or manage other myPATH users' tax accounts depending on the access that is granted. The table below shows what actions are available for those designated as Account Managers for an account.

Access Level Description

File Returns and Make Payments Allows the ability to view accounts, file returns, and make payments.

File Returns Allows the ability to view accounts and file returns.

Make Payments Allows the ability to view accounts and make payments.

View Allows the ability to view accounts.

1. Select Sign Up from the myPATH homepage.

2. Read and check the box for the I have read andagree to the Electronic Correspondence andCommunications Agreement

3. Enter the required information into the Profile Paneland select Yes to identify as a third party.

IMPORTANT: View the section on how to set up two-step verification and request an Access Letter before proceding to Request Access to Your Client’s Account. The account will need to be verified before you can move forward.

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REQUEST ACCESS TO YOUR CLIENT’S ACCOUNT

Your client will need to create a myPATH profile before you can request access to their tax information. Once your client has signed up for myPATH, follow these instructions to request access to their tax information.

1. Log in to the myPATH account using the username andpassword.

2. Click the Manage My Profile Hyperlink.

3. Click the More… hyperlink

4. Click the Request Account Access Hyperlink in the AccessPanel

5. Choose the required Account Type - each account typemust be selected separately if the client has more than one type of account that the third party will manage on theirbehalf

6. Enter the Account ID for the client (this is the Account #from PATH and is also available to the client when loggedinto myPATH), then enter the SSN.

7. The client will receive a notification the next time they loginto myPATH stating that someone has requested accessto their account.

NOTE: The third party user will have to wait for the Master or Account Administrator of the account being requested to either Grant or Deny Access. Once access has been granted or denied, the user will receive a notification and can be viewed by accessing messages through the Action Center

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TWO-STEP VERIFICATION AND REQUESTING AN ACCESS LETTER After registering for a profile, the user must log in with their username and password to set up their two-step verification and submit a request to receive an Access letter in the mail.

Two-step verification identifies users using two different components: something the user knows and something the user possesses. In this case, the user knows the myPATH username and password and possesses access to a designated device or email address. A unique security cose is required to protect each myPATH profile. The security can be received via SMS (text message), email, or authentication app.

myPATH may contain federal tax information (FTI). To safeguard this sensitive information, all new myPATH users must log in to request an Access Letter after creating a username and password. The Access Letter will contain a unique Letter ID which is required to gain access to tax information in myPATH regardless of whether FTI is visible on the account. This letter must be mailed to ensure information is accurate and confidentiality is maintained. Agents are not permitted to provide the Letter ID over the phone or via email. Once the letter is received, the customer may then complete the registration of their myPATH profile.

1. Log in on the mypath home screen with the username and password you created2. Set up two-step verification by selecting how you would like to receive your security code: authentication app, text

message, or email

3. Retrieve and enter the security code into the required field, then select Confirm

4. Read the disclaimer and select Submit to request an Access Letter

• Allow 5-10 days from the date of the initial request for a myPATH Access Letter to be received.• Secondary logons are also required to receive a myPATH Access Letter in the mail. Like third party user logons, secondary

logons are required to enter their name and mailing address in order to receive the Access Letter. Master Administratorlogons will have their Access Letter mailed to the address currently on file with the department.

• Once the letter is received, the user will need to log back into their profile and enter the Letter ID to complete theregistration process.

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ADDING ACCESS TO YOUR TAX ACCOUNT(S) If you signed up for a Master Administrator profile, you must add access to each tax account associated to you in your myPATH profile to access the logged in options available including: make payments, view letters, request a payment plan, request a statement of account, and much more.

1. After entering the Letter ID from your Access Letter and completing your profile information, select the Add access to thisaccount link.

2. Select the Access Level from the drop-down menu: Make Payments (full access) orView (view only). You may change the Access Level at a later time. Continue tocomplete the required information by entering your Social Security Number and LastName.

3. Select Yes or No as your answer to the question regarding previous year tax returnfiling.

a. If Yes, select a tax year and enter the PA-40 Line 12 amount.

b. If No, enter your date of birth and Pennsylvania Driver’s license or Photo IDnumber.

4. Select Submit. You have completed the access process and should have more options next to your tax account(s).

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MANAGING YOUR ACCOUNT AND SETTINGS myPATH users can adjust the settings for their profile and for each tax account associated with their profile. The following settings can be adjusted:

• Security: adjust the type of access.• Mail Delivery: adjust the preference of mail delivery.• Mail Notification: adjust notification settings.• Default Payment Channel: change, or delete bank account information for payments

TO ADJUST ACCOUNT SETTINGS 1. Log in to the myPATH profile using the username and password.2. Click the Settings hyperlink.3. Choose the account to be adjusted (if multiple exist)

TO MANAGE YOUR ACCOUNT Customers can update their name, email, phone number, change passwords, update secret question, and change their two-step verification.

1. Log in with username and password.2. Select Manage My Profile

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Filing and Tracking Returns

The portal will offer a free option for filing Pennsylvania personal income tax returns. The system will also allow claimants of the Property Tax/Rent Rebate Program to file their applications electronically for the first time. This is in addition to the other tax-filing options already available through myPATH.

FILING A PA-40 Customers looking to file their PA-40 through myPATH do not need to have a profile to do so. Filing is a non-logged in feature that can be used by most taxpayers. Taxpayers will need to provide either the tax liability from the previous tax year OR their birth date and PA Driver’s License/Photo ID Number and expiration date.

Some benefits of filing electronically include:

• Instant confirmation of successful filing• Fast processing of refunds• Error-reducing automatic calculators• Line item guidance not available with paper filing

STEPS FOR FILING:

1. Access the myPATH home page at mypath.pa.gov

2. Select File A Personal Income Tax Return for Year XXXX in the section for Individuals

3. Read through “Before we begin, you should know...” and click Next

4. Enter in your social security number and last name. You will need to select if you areamending your return and if you filed a return within the last two years.

NOTE: If a return was filed previously, you will need to select which tax year and then be prompted to input that year’s tax liability. If you indicate that you did not previously file a return, you will be prompted to enter in your birth date, Pennsylvania drivers license/photo ID number and license expiration date.

5. Complete all required fields & sources of income as necessary, click Next when prompted.

6. Review and click Submit.

TRACKING THE STATUS OF A RETURN Customers can now check the status of their returns and/or applications after submission. They will need to have the email address associated with the submission as well as the confirmation code.

1. Access myPATH, mypath.pa.gov2. Select the Find a Submission link, located in the

Submissions panel

3. Enter in the required information and click Submit

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https://mypath.pa.gov/

Filing and Tracking Returns

FILING A PA-1000 Customers may now file their Property Tax/Rent Rebate applications electronically through myPATH. This will be the first time in the history that there is an electronic filing option available for the Pennsylvanians who benefit from this program. Supporting documentation can also be attached with the submission of the PA-1000.

Some benefits of filing electronically include:

• Fast processing and direct deposit options• Error-reducing automatic calculators• User-friendly features that are not available when filing a paper application

STEPS FOR FILING: 1. Click Apply for a Property Tax/Rent Rebate hyperlink, located in the Rebates panel.

2. Enter the information in the required fields on the following pages, clicknext when prompted to continue.

3. Enter Submit once completed.

NOTE: Applicants will not be able to complete the application if the system determines that they do not qualify for a rebate.

TRACKING A REFUND/REBATE STATUS Customers can check the status of their refund or rebate and without logging in for current and prior year claims and returns, going back up to 4 years.

REBATES

1. Click on the Where’s My Rebate hyperlink in theRebate panel on the myPATH homepage.

2. Select the Claim Year from the drop down, enter theclaimants date of birth and social security number.

REFUNDS

1. Click on the Where’s My Refund hyperlink in theRefunds panel on the myPATH homepage.

2. Select the Tax Year from the drop down, enter in therefund amount and social security number.

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Notices and Statements of Account

myPATH allows users to view notices online, submit and track correspondence, and request Statements of Account. This handout contains information on how to complete each function using myPATH.

CHANGES TO LETTERS/NOTICES LETTER ID

All letters and notices from the Department of Revenue have been rewritten upon the conversion to the new system to make notices easier to understand. One of the changes made is a Letter ID, which is similar to a DLN, located in the upper right-hand corner of the notice. A Letter ID is a unique identifier which is required to perform certain functions using myPATH.

KEY AREAS You will notice several key areas with this new format that are intended to make life easier for the customer. Please see the areas highlighted below:

Why are you receiving this notice: This section shows the customer exactly what the notice is about, explains any adjustments and tells them how to contact us.

10 West Main Street Pleasantville, PA, 55555

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What you need to do: This section tells the customer exactly what to do. If they disagree, this will show them how to appeal and if they need to send information to us, it will have the instructions for submitting through myPATH, as well as the mailing address or fax number listed.

The other areas of the notice may vary depending upon the type of notice received. If there was an adjustment made to the account, the notice will have a breakdown of the reported and adjustment amounts by line item. Please see the attachments at the end of the guide for copies of notices.

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VIEW YOUR NOTICE

1. Log in with username and password and enter the security code that is sent2. Once logged in, select the More… tab3. Select the View Letters link, located in the Letters panel

4. Letters older than 12 months can be found using the search

REQUEST A STATEMENT OF ACCOUNT

1. Log in with username and password and enter the security code2. Once logged in, select the Request a Statement of Account link located in the Account panel on the Summary screen.

3. Select Yes from the Request Statement drop-down menu and select Submit

4. You will receive a confirmation box and the Detailed Statement of Account will be available with the other letterswithin 24 hours

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RESPONDING TO A NOTICE

Customers and field agents can submit documents in response to a department request for information directly, utilizing non-logged in functions on myPATH.

THINGS TO REMEMBER:

• Attachments must be in PDF format• Multiple attachments can be added. An attachment type is required for secondary attachments.

SUBMITTING CORRESPONDENCE: 1. From the myPATH homepage, click the Respond to

Request for Information located in the SubmissionsPanel.

2. Enter in the Letter ID and ID type (EIN or SSN) and clickSubmit Documentation

3. Enter brief explanation

4. Click the Add Hyperlink to under attachments

5. Choose the file you would like to attach and click OK.

6. Click Submit and you will receive a confirmation.

TRACKING YOUR SUBMISSION

1. Select the Find a Submission link, located in theSubmissions panel on the myPATH Home page.

2. Enter in the required information and hit Submit

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Making a Payment via myPATH

Customers can submit various types of payments through myPATH. Some payment options are only available to customers that are logged in to their myPATH profile, while other payment types can be completed directly from the homepage without logging in. Below is an explanation for each payment type as to how a payment can be remitted.

NON-LOGGED IN PAYMENTSBILLING NOTICE PAYMENTS

Customers will need the following information when making a payment for a billing notice:

1. Click on the Make A Payment hyperlink in the Paymentsbox on the myPATH home page.

2. Select Pay My Bill on the I Want To page

3. Select an option from the Tax Type drop-down

4. Fill out the required fields on the Tax AccountInformation page (social security number, filing period,Letter ID)

5. Fill out the required fields on the PaymentInformation page (payor name & address, bankinginformation)

6. Click Submit.

7. Enter email address information.

8. The confirmation screen is displayed. Click OK to exit.

NOTE: Customers should maintain the confirmation for record-keeping purposes.

VOUCHER, ESTIMATED & EXTENSION PAYMENTS Customers will need the following information for return voucher, estimated and extension payments:

1. Click on the Make A Payment hyperlink in the Payments boxon the myPATH home page.

2. Select Make a Return Payment on theI Want To page

Information Location/Description

Letter ID Located on the upper right-hand corner of the notice

Period Ending Date Located on the upper right-hand corner of the notice

Bank Information Bank type, routing number, account number

Valid email address Pop-up before final submission


Bank Information Bank type, routing number, accountnumber

Valid email address Pop-up before final submission

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3. Select your Payment Type

4. Select the Tax Year from the drop down you want to makethe payment for and the Account Type (tax type) in theAccount Information box

5. Enter in your required personal information in the TaxpayerInformation box

6. Select the Bank Account Type and banking information inthe required fields in the Payment Channel box.

NOTE: The only type of payment accepted is Direct Debit from a US bank account. There is no other option available from the drop down in this field.

7. Enter the date you want the payment to be withdrawn fromyour account and the payment amount

IMPORTANT: Currently, payments cannot be made for future dates, only the current date can be used. This should be corrected shortly after Go-Live.

TRACKING PAYMENTS AND CREDITS Customers will need one of the following types of information for estimated and extension payments.

1. Select Track My Payments and Credits hyperlink in thePayments box on the myPATH home page.

2. Enter in the Tax Year and Account Type of thepayment/credit you are looking for

3. Enter in your Social Security Number and select if it is yourfirst time filing a PA tax return or not

4. Select if you want to search by either a.) amount of payment submitted this year or b.) amount of the carry over creditfrom the year prior.


Amount of COC from prior year

The amount listed as a carry over credit on their prior year tax return

Amount of an estimated payment paid for the current tax year

Bank/personal records

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LOGGED IN PAYMENTS PAYING TOWARD A DEBT

1. Within the Account panel, select Make a Payment.

2. The taxpayer can use their Default bank account (PaymentChannel), select Choose to use a different payment channelthat was previously saved, or select New to enter newbanking information.

3. Then, indicate whether they would like to pay the currentbalance in full or pay a different amount.

4. Input the amount of the payment if selecting to pay anamount other than the current balance.

5. Select Submit, then select OK to agree to the Confirmationstatement pop-up

6. The taxpayer will receive a confirmation code once thepayment has been submitted.

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MANAGING PAYMENTS AND BALANCES Use this option to view payments or returns that have been submitted or are outstanding or view current balances and credits.

1. Select More… then select Manage Payments & Returnswithin the Payment & Returns panel.

2. The taxpayer may manage returns, payment, or balances for any period:

a. Manage any/all returns that are: Filed, Not Filed,Pending, Required

b. Manage any/all payments that are: Not Submitted,Pending, Posted, Reversed

c. Manage any/all balances that are: Outstanding,Credit

3. Payments that are in a Pending status may be canceled byselecting the pending payment and selecting the Cancel linkat the top.

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Requesting a Payment Plan via myPATH

PAYMENT PLAN REQUIREMENTS Users that log in to their myPATH profile have the option to request a payment plan for qualifying balances: • Balances can be in Billing or Collections status.• Balances for multiple periods are grouped together.

Payment Plans are not available if:• There are no qualifying balances (Not in Billing or

Collections).• The taxpayer already has an active payment plan.• The taxpayer is currently in a Garnishment or Bank

Attachment Process with DOR.• The taxpayer is currently in a Bankruptcy process.

REQUEST A PAYMENT PLAN BANK ACCOUNT

1. Select More… from the landing page menu.

2. Select > Request a Payment Plan from the Payments &Returns panel.

3. Select the Bank Account Type from the drop-down list.4. Enter the Routing Number and Account Number

The Bank Name will automatically populate once the Routing Number is entered. The balance amount and status will show at the bottom of the screen for each period.

5. Select Next to continue setting up the Payment Plan.

PAYMENT PLAN SET UP Down Payments are optional - may be submitted for any amount and must be paid within 30 days of requesting the Payment Plan.

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Requesting a Payment Plan via myPATH

1. First Payment Date must occur within 30 days of therequest, or within 30 days of the Down Payment, ifapplicable.

Billing status balances - maximum 6 monthly installments.

Collections status balances - maximum 12 monthly installments.

2. Once payment amounts and dates are entered (no errors),select Next to continue to the Payment Plan Summary.

PAYMENT PLAN SUMMARY The Summary screen provides an overview of the banking information, payment amounts, and the Payment Plan schedule.

1. The taxpayer must agree to the conditions of the PaymentPlan and must agree to receive notices regarding thePayment Plan once the request is submitted.

2. The taxpayer will receive a Confirmation Code once theyselect Submit.

The Payment Plan is automatically active and does not require manual approval by a Department of Revenue employee.

To make changes to an active Payment Plan, taxpayers must contact Customer Experience Center for assistance.

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