In this tutorial, you’ll learn how to add Blue Magnolia Consulting to your Washington Department of Revenue account.
Quick Instructions:
- Login at: secure.dor.wa.gov
- Click the green Get Started button
- Click the More Options tab
- In the Access box click “Add or Remove Other User’s Access”
- Click the “Add User” button on the right-hand side
- Enter Gentle Frog’s SAW ID and email address
- SAW ID: greenbeancounter
- Email: [email protected]
- Click the blue Next button
- Click the “Select the customer access type” drop-down and select Account Manager
- Click the blue Next button
- Check the box next to Prepare and Pay Excise Tax (Prepare and Pay License can be checked too if you’d like us to remind you to pay your business license)
- Click the blue Next button
- Double-check that all information is correct
- Click Submit
Keep reading for full instructions with screenshots.
To begin, go to the Washington State Department of Revenue site: secure.dor.wa.gov
Log in with your Secure Access Washington (SAW) User ID and password.
When you log in, click the big green Get Started button next to Business Licensing and Tax.
On the next screen, click on the More Options tab.
In the Access box, click the Add or Remove Other User’s Access link.
Click the Add User button on the right-hand side.
Enter the SAW User ID and email address for Blue Magnolia Consulting.
SAW ID: greenbeancounter
Email address: [email protected]
Once you’ve filled in the required fields, click the blue Next button.
On the next screen, you’ll determine what level of access you want to give Blue Magnolia Consulting.
There are two access options, Administrator and Account Manager. We only need Account Manager access.
Click the Select the customer access type drop-down on the left and select Account Manager.
Click the blue Next button in the lower right corner.
The next screen asks if you’d like to allow Blue Magnolia Consulting to prepare and pay your business license and your excise tax.
In order to prepare your taxes, we only need the Excise Tax box checked.
If you’d like us to remind you to pay for your business license, you can check off the business license box, also.
When you’ve checked the appropriate boxes, click the blue Next button.
You’re almost done. You’ll now see a verification page where you can double-check that all the entered information is correct.
If everything is good, click the blue Submit button.
You’ve now added Blue Magnolia Consulting to your WA state DOR account. If you have any questions, you can ask them in the comments below or send me an email to: [email protected]