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					    TAXcess Convenient online
    access to your business tax accounts

                                              Your Guide to
                                           Sign Up for TAXcess
                         Using TAXcess is simple. Follow these easy steps. The time you
                           save on paperwork can be spent directly on your business.

Before you get started you will need the following:          • Click NEXT.
• Legal or “operating as” name of business and business      • Confirm the information on this screen. Click YES to
  structure                                                    submit the request.
• Recent tax returns for each tax account, specifically:     • A confirmation number is issued to confirm the
                                                               online sign up. You will receive an e-mail
  – account number                                             confirmation with your authorization code. Keep this
  – account type                                               for your records. The authorization code is only
  – last payment amount.                                       required the first time you sign in to TAXcess. For
                                                               your records, print the information you provided to
• Contact information you wish to supply to Manitoba           sign up for TAXcess by clicking PRINT.
  Finance – Taxation Division.                               • Click OK.
                  STEP 1                                     • If you add access to your RST and/or HE account(s),
                                                               you will receive a reminder e-mail that your tax return(s)
            Sign Up for TAXcess                                are due and should be filed on TAXcess. If you prefer
• Ensure you have a copy of your most recently filed tax       to receive a paper return, you can update your
  return for each tax account you would like to access         preference once you have signed into TAXcess.
  online.
                                                                               STEP 2
• Visit manitoba.ca/TAXcess and click Sign Up Now for
  TAXcess.                                                         Add Tax Accounts and
   – Note: You must complete all fields.                       Change your Online Profile, E-mail
• Create your own unique “sign in” user identification and          Address and Return Reminder
  password.                                                                  Preference
   – Note: Password must be 7 to15 characters long and       • If you are signed out of TAXcess, sign in again by
     include UPPER CASE letters, lower case letters and        entering the user Id and password you created in
     numbers. Symbols are not accepted.
                                                               Step 1. Click SIGN IN.
• Confirm your identity by providing an existing account
                                                             • To add additional online accessible accounts, click
  number and account type from your most recently filed        Add Access to Another Existing Account.
  tax return. You will also need to provide your business
  legal or “operating as” name and business structure.       • From your most recently filed tax return for this new
                                                               account, enter the account type, account number,
• Establish your contact information. Enter the e-mail
                                                               postal code and the amount paid last period.
  address where Manitoba Finance – Taxation Division will
  be able to send you e-mail notices for transaction         • Click NEXT.
  confirmation. The phone number you provide should be       • From your most recently filed tax return for the
  one where Manitoba Finance – Taxation Division can           account number you have entered, complete the
  contact you during regular business hours.                   required field. If you have not filed any tax returns
• Select your secret question and answer.                      for this account, indicate that here.
• Click NEXT.                                                • Click NEXT.
• From your most recently filed tax return, confirm your     • Confirm the information on this screen. Click YES to
  account type and account number. Enter your postal code      submit the request.
  and the amount paid last period.                           • A confirmation number is issued to confirm your
• Click NEXT.                                                  request. For your records, print the information you
                                                               provided to add an online account by clicking
• From your most recently filed tax return for the account
                                                               PRINT.
  number you have entered, complete the required field. If
  you have not filed any tax returns for this account,       • Click OK.
  indicate that here.



MANITOBA means BUSINESS
• Repeat these steps to add additional accounts or                           STEP           4
  alternatively, click My Profile and then click Add
  Account.                                                              File Retail Sales and/or
• To view your online profile, click My Profile. To change any
                                                                   Health and Education Tax Returns
  details for your online profile, click Change.                 • If you are signed out of TAXcess, sign in again by
                                                                   entering the user Id and password you created in Step
 To change your password, click My Profile and then click         1. Click SIGN IN.
  CHANGE PASSWORD.
                                                                 • Click on the retail sales or health and education tax
•To change your e-mail address, click My Profile and then          account number in the My Accounts section.
 click Change. Alternatively, click My Options, click on My
 Profile and then click Change.                                  • Click File a Return and click on or enter the applicable
                                                                   filing period or click File Now for the period to be filed.
•To view your return reminder preference and e-mail
  address, click My Options. To change your return               • Provide the information for the required fields. Click
  reminder preference, click Change.                               NEXT.
                                                                 • Review the information on this screen for accuracy. If
                                                                   changes are required, click CANCEL to return to the
                     STEP           3                              account summary screen. The figure in Amount to be
                                                                   Paid should be changed if you are not paying the
    Add Pre-Authorized Payment (PAD)                               amount in Total Amount Due. Click NEXT.
            Payment Sources                                      • Confirm the information on this screen. Click YES to
         to your Online Account                                    submit the request.
• If you are signed out of TAXcess, sign in again by entering    • A confirmation number is issued to confirm the
  the user Id and password you created in Step 1. Click            transaction. Print your return by clicking PRINT
  SIGN IN.                                                         RETURN or PRINT.
• To add a Pre-Authorized Payment (PAD) payment                  • Click PROCEED TO PAD PAYMENT to make a PAD
  source(s) to your account, click Add PAD Payment                 payment on the tax account or click OK to return to the
  Source.                                                          account summary page.
• Enter the name of the financial institution from which you                                     5
  would like to make your payments. A unique name must                             STEP
  be assigned to each payment account if you are setting up           Make Payments to Retail Sales,
  multiple accounts at the same financial institution (i.e.
  Bank1 and Bank2)                                                   Health and Education, Corporation
• Enter the bank and branch number and account number.                       Capital, Fuel and/or
  Click on either chequing or savings account type.                  International Fuel Tax Agreement
• Click NEXT.                                                               (IFTA) Tax Accounts
• Review and verify the information on the Pre-Authorized        • If you are signed out of TAXcess, sign in again by
  Payment Agreement Form. Read the terms and                       entering the user Id and password you created in Step
  conditions of the Pre-Authorized Payment Agreement by            1. Click SIGN IN.
  clicking on one of the Terms and Conditions links on the       • Click the tax account number requiring a payment in
  screen or by clicking on Pre-Authorized Payment Terms &          the My Accounts section.
  Conditions under Help. Once you have read and agreed
                                                                 • Click Make a PAD Payment and click on the type of
  to the terms and conditions of the Agreement, check the
                                                                   payment to make or click Pay for the period to be paid.
  box and enter your answer to the secret question you
  chose during sign up in Step 1. Click SAVE.                    • For an account payment (i.e. payment of arrears or
                                                                   balance outstanding), enter the payment amount and
• If you do not agree to the terms and conditions of the
                                                                   date, select your PAD payment source and verify all
  Agreement, click CANCEL.
                                                                   information. Click SUBMIT.
 – Note: Clicking CANCEL will not allow payments to be
                                                                 • For a return or corporation capital tax instalment
  made online.
                                                                   payment, click on or enter the applicable period, enter
• You have successfully added a PAD payment source. It is          the payment amount and date, select your PAD
  listed in the PAD Payment Sources section of My Profile.         payment source and verify all information. Click
  You can also view and print the Pre-Authorized Payment           SUBMIT
  Agreement.
                                                                 • Enter your answer to the secret question you chose
• You can repeat these steps to add more PAD payment               during sign up in Step 1. Click YES to submit the PAD
  sources. You can also add a PAD payment source under             payment.
  My Profile by clicking on Add Source.
                                                                 • A confirmation number is issued to confirm the
• To delete a PAD payment source, click DELETE FIN.                transaction. Print your payment request by clicking
  INSTITUTION ACCT. If you are sure you want to delete             PRINT. Click OK to complete.
  your PAD payment source, click SAVE.
                                                                 • Please note that you can also make a retail sales,
• Click HOME to return to the taxpayer summary page.               health and education and/or IFTA tax account payment
                                                                   through your financial institution’s online bill payment
                                                                   process. Visit your financial institution for information.
             Telephone:   204-945-5603 or Manitoba toll-free 1-800-782-0318
                          Hours: Monday to Friday (excluding statutory holidays), 8:00 a.m. to 4:30 p.m., CST

How to       E-mail:      TAXcess@gov.mb.ca
                          We will reply to your inquiry within one business day.

Contact      Fax:         204-945-0896
                          We will reply to your inquiry within two business days of receipt of your fax.


Us:          Mail:        Manitoba Finance
                          Taxation Division
                          415 - 401 York Avenue
                          Winnipeg, MB R3C 0P8
                          We will reply to your inquiry within two business days of receipt of your letter.




April 2011

				
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