Manage access in Business Tax Account

S corporations and C corporations
A Designated Official must be all of these:

• An officer (president, vice president, CEO, CFO, COO, secretary, treasurer) or managing member of the entity
• A current employee who received a W-2 for the most recent tax filing year
• Authorized to legally bind the business or entity

Partnerships

A Designated Official must be one of these: 

• A general partner 
• A managing partner of the LLC 

Government entity
A Designated Official must be one of these: 

• An elected official 
• The Director of Taxation 
• An appointed official 

Tax-exempt organization
A Designated Official must be one of these: 

• An officer of the organization (president, vice president, treasurer, secretary, Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief Operating Officer (COO)) 
• A Board chairperson 
• A trustee of a trust 

Indian Tribal government
A Designated Official must be one of these: 

• President, Vice President, Treasurer or Secretary 
• Chief Executive Officer, Chief Financial Officer or Chief Operating Officer  
• Tribal Leader 
• Chairperson 
• Governor 

An account can have more than one Designated Official. This can ensure continuity if a Designated Official dies or separates from the business. Each Designated Official must register separately.

1. Have this information ready from the business:
   • Employer identification number (EIN)
   • The most recent income tax return filed
   • The physical or mailing address from the most recent IRS records
   • At least one or a combination of documents to support authority to legally bind the entity.
2. Sign in to Business Tax Account. If you don’t have an IRS account, have your photo ID ready.
3. Follow the steps to register as a Designated Official.
4. When you get the PIN in the mail, sign in to activate your Designated Official role.

A Designated Officer or sole proprietor can authorize a Designated User. Follow these steps:

1. Sign in to Business Tax Account.
2. Go to Profile and select Manage Access.
3. Select Add User, then enter the Designated User’s name and SSN or ITIN.
4. Select tax forms, tax periods and permissions the Designated User can access.
5. Review, e-sign and submit.

The Designated User must sign in to Business Tax Account and e-sign to accept access.

The Designated Official must revalidate their role annually to maintain access to Business Tax Account. For all entities except partnerships, the revalidation period is 6 weeks  starting June 15th . All partnership Designated Officials must revalidate during the revalidation period of 6 weeks starting October 15th. The Designated Official will get a notification in the business tax account during this period.

If they don’t revalidate, the Designated Official will need to request access to the account again.

A Designated User must be both:

• An individual with a Social Security number (SSN) or individual taxpayer identification number (ITIN).
• Authorized by a Designated Official or a sole proprietor

They don’t need to be a partner, shareholder or officer of the business or entity.

A Designated User must be revalidated by a Designated Officer or sole proprietor every January and June to maintain their role.