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Oregon TPA + POA needed

  • Updated

Why is this important?

OnPay works with government entities on your behalf, reporting new hires to state labor departments, calculating tax rates, paying taxes and insurance contributions, and filing financial reports. To do this effectively, you will need to authorize us to act on your behalf with tax offices for each state where your company has a tax obligation.

For example, if you operate in both Oregon and Washington, you must complete and return a power of attorney for both states.

 

Department of Revenue

Third-Party Agent (TPA) for the Oregon Department of Revenue (TAP account)

If you are required to file Form OQ then we will need to be granted TPA access. As there is an electronic filing mandate for this return, you'll need to:

  1. Gather information
  2. Allow new logins
  3. Email us your info
  4. Approve our request for access to your TAP account

1. Gather information

Before we can request this access, we will need certain information from you:

  • Your zip code as registered with the state
  • Your most recent Letter ID
    • The letter ID begins with an "L", and is listed on each letter mailed to your business from the state of Oregon. These letters are also available for you to view in your Revenue Online account by going to: 
      • More Options -> Letters and Messages -> View Letters 
      • Select the most recent letter with a Letter ID
    • If you are unable to provide us with a recent Letter ID, then you must provide one of the following:
      • The amount from Line 2a from one of your three most recent Form OQs
      • Line 2 from the Form OAs
      • or Line 2 of the Form WAs

2. Allow new logins

Keep that zip code and Letter ID handy; we'll need them next, but first, you'll need to log in and make sure your Oregon Revenue Online account allows new logins. To do this:

  1. Log into your Oregon Revenue Online account
  2. Go to Manage My Profile > More Options > Other Users > Manage Additional Logons 
  3. In the New Logins section, make sure the below settings are selected
    • Allow: Yes
    • Default Access: Tax Professional
    • Default account access: File Returns and Make Payments
  4. Next, go to Manage My Profile > More Options > Access Management > Manage Third-Party Access
  5. In the Accountants or Third Party Logins section, make sure the below settings are selected:
    • Allow: Yes
    • Default Access: Tax Professional
    • Default account access: File Returns and Make Payments

3. Email us your info

Once the above steps have been completed, email hello@onpay.com with the following information:

    • Your Zip code
    • Your Letter ID

4. Approve our request

    • You'll receive a request from Oregon Revenue Online for you to approve our access

Power of Attorney for the Oregon Department of Revenue (Required)

Oregon DOR has separate power of attorney forms, one to authorize us to represent you and make payments (REP), and another to receive tax information related to your account (INFO).

  1. Download the Oregon both the REP and INFO POAs found at the bottom of this page
  2. Complete Part 1 of each form by adding your business information
  3. The taxpayer's signature must be added to part 5 of each form
  4. Email both completed Power of Attorney forms to hello@onpay.com

Oregon Employment Department

Third-Party Agent (TPA) for the Oregon Employment Department

To gain third-party access to your Oregon Frances Online account, we will need the following items emailed to hello@onpay.com: 

  • The Business Identification Number (BIN) associated with your business when you registered as an employer with the Oregon Department of Revenue
  • The subject wages from a previously filed report for one of the following tax types (please also provide the period):
    • Unemployment Insurance
    • State Withholding
    • Paid Leave Oregon
    • Statewide Transit Tax
    • TriMet Transit District Tax
    • Lane Transit District Tax
    • Worker's Benefit Fund

Power of Attorney for the Oregon Employment Department (Required)

  1. Download the Oregon ED POA found at the bottom of this page
  2. Complete the owner and business information in the top section
  3. The taxpayer will need to sign at the bottom of the form
  4. Email your completed Power of Attorney form hello@onpay.com

Download these forms to get started