Before You Call...

Before You Call...Check below to see what information you need available for us to assist you.
Individual  and School District Income Tax Before You Call Us, Please Know or Have with You: 
General Purpose
  1. Primary and spouse’s social security number (SSN), if joint return
  2. Tax year in question
I-File Registration
  1. Copy of completed federal return
  2. W-2s, 1099s
  3. Bank routing/account numbers
  4. Two forms of identification (acceptable forms are a   driver’s license, state identification card, social security card, military identification card, passport, or a marriage license)
Billing Notice
  1. Copy of billing notice
  2. W-2s, 1099s
  3. Copy of original 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. W-2s, 1099s
  4. Copy of original 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)
General Business, including Commercial Activity Tax, Employer & School District Withholding, and Sales & Use Taxes Before You Call Us, Please Know or Have with You:
General Purpose
  1. Identification and relationship to business
  2. Federal employer ID number (FEIN), SSN or Ohio tax account
  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: for Ohio online business registration and information, go to: Ohio Business Gateway)
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 Before You Call Us, Please Know or Have with You: 
General Purpose  TBOR-1 (to confirm taxpayer representation)