Elizabeth Hunt

Vermont Department of Taxes

October 2017

myVTax for Attorneys & Staff

How to set up your Third Party

account

How to set up sub-accounts

Enter a Property Transfer Tax Return

Enter Land Gains Returns (LGT-177,

178, & 179)

Request a Commissioner’s

Certificate

Print a Payment Voucher

Add attachments

Figure out the status of return

Send and receive messages from the

Department

View, edit, & submit returns prepared

by others

Training Agenda www.myVTax.vermont.gov

You are preparing tax returns,

so you are considered a Tax

Professional—you need a

Third Party account.

Tax Professional Account Set-Up

Select “Accountants, Other

Tax Professionals, Attorneys,

and Landlords”

Tax Professional Account Set-Up

Account Set-Up: User Information

Tips:

Orange triangles indicate

required fields.

Blue question marks have

explanations and additional

information.

“Previous” takes you

backwards.

“Next” takes you forward.

“Cancel” deletes the request.

Account Set-Up: Demographic Info

Tip:

Make your username

similar to your firm

or your name.

Account Set-Up: Web Account

Tip:

“Submit” means send

it the Department of

Taxes

If you select “text

message,” make sure

to enter a cell phone

number!

Both show as

required fields

(orange triangles),

but once you select

one, you don’t need

to provide the other

one.

Account Set-Up: Security Token

Email or text

message should

appear in a few

minutes…

Account Set-Up: Confirmation

Tip:

You can use the hyperlink in

the email or go back to the

myVTax home page to login.

Account Set-Up: Security Token

If you clicked on the

hyperlink, your username is

entered. You still need to

enter your password and

click on “Log In.”

If you didn’t use the blue

hyperlink, type in your

username and password.

Then click on “Log In.”

Log In

“Trust This Brower”???

If you answer “No,” you will

be required to get a new

security token every time

you log on.

If you select “Yes,” a

security token will not be

required on this computer,

unless your “cookie”

settings don’t allow it.

If you have to get a security

token every time, talk to

your IT person about the

security setting and

whether they can be

changed.

Log In: Security Token

If your “I Want To”

menu doesn’t match

this screen, you are

likely in your

Business account

and not your Third

Party Account.

If you have a

Business Account,

you don’t have the

option to request a

Commissioner’s

Certificate.

Third Party Home Page

If you call us

seeking assistance,

we may ask to do a

“View Session”

with you. This

allows us to see

your myVtax

webpages, but

nothing else on

your computer.

We’ll ask for the 6-

digit support ID.

Menu: View Session ID

“Settings” in the

upper left corner

brings you to a new

page where you can

update your contact

information, sub-

account

management,

change your

password, etc.

Logon: Settings

The Home Page

provides you with

your logon

information, any

Alerts from the

system, starting

point for new

documents,

accounts,

submissions, and

correspondence.

You can return to

this screen at any

time by clicking on

the “Home” icon.

Activity Center

The “I Want To” menu

provides a starting point for

new documents and other

common actions

Tip:

If you don’t have this set up

with these options under the

“I Want To” menu, you are

likely in your Business

account instead of the Third

Party/Attorney account.

I Want To . . .

You can create additional users, but do not have direct access to their account from the Master Account.

Tip:

“Submit” to send to the Department for processing.

“Save” when you’re not quite ready to send it along for action.

“Cancel” equals DELETE the request, not just the page.

I Want To: Create Additional Username

Additional User: Cancel Access

Send and receive secure

messages and attachments

to the Department of Taxes.

Use “Add” to attach

documents.

“Submit” to send to the

Department.

“Cancel” to delete the

whole thing.

I Want To: Send us a Message

When we send you a

message or reply to

one of your messages,

you will get an email.

Alerts: You’ve Got Mail!

You can see new

messages in the Alerts

pane.

To view messages

either:

Click on the “There

is…unread notice”

to open up the

messaging system

Click on the

“Correspondence”

tab and then the

message or “View

Messages”

Alerts: You’ve Got Mail!

Messages work similar

to email—Unread,

Inbox, Outbox.

Send us a message

from here or use the “I

Want To” menu.

Unlike email, this is

the secure means to

communicate with the

Department of Taxes.

Do not FAX or e-mail

the Department!

myVTax Messages

To start a new

Real Estate

Transaction Tax

Return, select

“File a Real

Estate

Transaction

Return” from the

“I Want To”

menu.

Note: RW-171

and Schedule A

are currently

available only as

a pdf on the

website.

I Want To: File a Real Estate Transaction Return

The ID, Name, and ID

number should be the

taxpayer’s information,

NOT the preparer’s!

Only for ACH Credit

and Debit payments.

To pay by paper check,

print the voucher from

inside the specific

return.

Requests:

Make a Credit or Debit Card Payment

Takes you section by

section through the

return.

“Next” takes you to

the next section.

“Previous” takes you

back one section.

“Cancel” deletes the

entire return.

“Save” saves your

information for future

editing.

Property Transfer Tax Return

PTT-172

The verification

code is a unique

identifier for the

return.

It appears on the

2nd screen of the

return and when

you click on “Save

Draft.”

It is used with your

email address to

share the return

with other parties.

PTTR: Verification Code

When you save

your return, you get

a confirmation

screen.

The email address

of the original

preparer and the

verification code

appear on this

screen.

PTTR: Save Draft

Enter the primary buyer

and sellers information.

Addresses should be

post-transfer.

PTTR: Primary Parties

Don’t fake the ID number.

This will delay

processing and

potentially lead to a bill

for your client

Request a pseudo number

via web message if

necessary.

Phone number or email

address- don’t need both.

Don’t have everything? The

required fields check box

will suspend the

requirements.

PTTR: Primary Parties Valid Data

Click the “Yes” on the

bottom of the Primary

Parties screen to add more

parties.

No addresses for additional

parties!

“Copy row” will copy all of

the information to a new

tab.

“Add additional

Transferor/Transferee” will

create a new tab.

“Remove

Transferor/Transferee” will

delete that tab.

Need to Add More Parties?

Not sure what the code means? Want to see the instructions? Click the hyperlinks.

Some fields become required based upon your answers to other questions.

Parcel in more than one town?

✓ Check the box and complete the return.

✓ Complete another return(s) for the other town(s).

✓ Claim an Exemption 20 on the other return(s), so that you only pay the tax on one return.

No Land? Check the box!

PTTR: Property Information

This page has the same functionality as other pages.

✓ Hyperlinks for helpful documents.

✓ Orange triangle= required field.

✓ Plain white backgroundfield=optional text field.

✓ Green arrow=pull downlist.

✓ Check box to suspend required fields.

Don’t forget to enter the Current Use Information.

PTTR: Additional Information

If there is not a property transfer tax exemption, select“00 None” for Question E1.

If there is no land involved in the transfer, then select “00 None” for the land gains exemption.

Tip:

You can get a list of the descriptions be clicking on the “Quick Reference Guide” hyperlink or once you make a selection by clicking on the blue “i” next to the field.

PTTR: Exemptions and Property

Tip:

Want to go back to

another section?

Click on the

numbered arrows.

This only works

backwards, not

forward.

PTTR: Withholding Information

Fill in J10 and J11 first.

The system will autofill and

calculate based upon these

numbers, and the data &

exemptions on the form.

If you don’t get the calculation

you expect, check your

answers and make sure the

required field checkboxes are

unchecked and you’ve

completed all of the fields.

PTTR: Rate Schedule and Tax Due

You can add attachments to the PTTR. These can be seen by the town clerk and the Department of Taxes.

Please attach an explanation if there’s more than one parcel covered by one deed. (In the future, this will be done more elegantly.)

PTTR: Attachment

PTTR: Preparer

Enter your address

information and

check the box

indicating that we

can discuss this

return with the

preparer.

This information is

not optional and

there’s no

bypassing

checkbox.

Tip:

If you are paying by

check, print the

Payment Voucher from

this screen once ALL of

the information is

correct. (SSN/FEIN,

Closing date, and tax

calculation).

You can also do this

later in the process.

PTTR: Submit Returns to Town

& Print Payment Voucher

The voucher will print with all the

required information from the return.

The closing date & SSN MUST match

the return for the payment to credit

the appropriate account!!!

Don’t fake the SSN/FEIN!

Not tax due? No voucher needed.

PTTR: Print Voucher

Do NOT submit

it to the town

until the closing

is occurring!

If you need to

get it back from

the town, call

them. They will

need to uncheck

the box and

“Save”. This

will send the

return back to

you for editing.

Submit to Town?

You must send a paper copy

of the PTTR and the deed to

the town. Do not send a

paper PTTR to the

Department.

Do not print the copy to send

to the town until you have

“sent” the return via myVTax.

Select “Print” to print a copy

of the return. A pdf will open

that you can print.

Send any payment to the

Department with the PTT-173

(Voucher).

PTTR: Send the Deed and Paper Copy

of the PTTR to the Town

To share a return with

another user, you need the

email address of the account

used to create the return and

the “Verification Code.”

You get the verification code

at the start of a return and

when you click “Save.”

Need to Share a Return?

“Save” saves the document to your account.

“Save” plus “Check Mark” for a PTTR sends it to the Town.

“Submit” for the other returns and documents sends it to the Department.

Submit happens overnight, so you can still go in to edit on the same

day.

If you want to submit it after this, then you must “submit” again.

If you “save” after editing a submitted return, it does not “submit.”

“Cancel” will delete your return.

It will be on your Requests- Deleted tab, but can’t edit or re-open.

Save Vs. Submit Vs. Cancel

If you need to share a return

with another party, provide

them with the email address

used to create the return and

the verification code (NOT the

confirmation number).

They will have the ability to

edit and submit the return.

I Want To: Access an Existing Web Request

After you’ve

submitted it to the

town for recording,

you can cancel the

request prior to the

town doing the

recording. This will

delete the return.

Also, here’s another

opportunity to pay!

Status: Submitted to Town

You can access of

all of the returns

you’ve started and

submitted either by

clicking “Activity

Center” and then

“View Requests,”

OR

click under the

request in the

“Alerts” menu.

View Requests: Look at Your Returns

Current Version

You can access all of the returns you’ve started and submitted either by clicking “Submissions” and then “View Submissions”

OR

click under the request in the “Alerts” menu.

View Requests: Look at Your Returns

New Version (November 2017)

Discrepancy

between submitted

to the town for

recording versus

submitted to the

Department for

processing.

Confirm by looking

at the detailed

Status of the Return

or by clicking on the

“Attorney View” tab.

Submitted or Not Submitted???

The status will

change once the

town has

entered the

recording

information.

PTTR: Submitted to the Department

LGT-177 & LGT-178

will pre-populate with

PTTR information—

just enter the

verification code and

email.

This will pre-populate

the Transferee,

Transferor, and

Property Info Screens.

If this changes, you

will need to correct it

on all of the returns.

Land Gains Populate InformationLGT-177 and LGT-178

You’ll get a new

Verification Code for

this tax return.

This will only

populate the existing

information from your

PTTR. If you update

the PTTR, you need to

come back into the

related LGT return,

migrate to this screen,

and “Save Draft” to

get the LGT return to

update with the new

PTTR information.

Land Gains Populate InformationLGT-177 and LGT-178

LGT-177 & 178: Customer Information

LGT-177 & 178: Property Information

This information has

been pulled over from

the PTTR.

Red Triangle = Logic

error.

This will typically

have an explanation

also.

You’ll need to correct

it on the PTTR and

correct it here as

appropriate.

LGT-177: Exemptions

LGT-177: Return Questions

LGT-177: Taxable Land

See the instructions if

you have questions

on the number of

taxable acres and the

Sale Price attributable

to land (Questions G2

and G4).

LGT-177: Tax Calculation

Your answer to I5

regarding

Simultaneously Filing

will change the

amount of Tax Due

(I3).

LGT-177: Tax Due?

Tax Due?

Want to pay with a Paper

Check?

Check this box!

Then Click on “Print the

Payment Voucher”

LGT-177: Submit it!

You’ll get an email

confirming “recent

activity” when you

submit the return.

LGT-178: Exemptions

Depending upon your

yes/no answers,

additional schedules

(LGT-179) will open up

on the next page(s).

Answering “Yes” to the

Selling Expense Question

will cause this schedule to

open up. If you answered

“No,” then you won’t see

this.

Same concept applies to

other questions.

LGT-179: Selling Expenses

The PTTR information on

the value and the selling

expenses carry forward

to this page.

If these numbers seem

incorrect, check your

returns and answers to

the various questions.

LGT-178: Sale Information

If you answered “Yes”

back on the statewide

percentages in Other

Information, you’ll

need to enter the

percentage of gain on

land (see the “?” for

percentages).

If you answered “No,”

then you’ll need to

enter the value of the

land (Question 1) and

add attachments

showing proof of this

value (lister card,

appraisal, etc.).

LGT-179: Buildings Schedule

If you answered “Yes”

back on the statewide

percentages in Other

Information, you’ll

need to enter the

percentage of gain on

land (see the “?” for

percentages).

If you answered “No,”

then you’ll need to

enter the value of the

land (Question 1) and

add attachments

showing proof of this

value (lister card,

appraisal, etc.).

LGT-179: Buildings Schedule

You’ll enter the timber

or timber rights on

this page. Everything

else is based upon

prior questions.

LGT-179: Land & Structures Cost

Tax is automatically

calculated based

upon all of your prior

answers.

Not getting the

amount/answer you

anticipate? Review

the return and correct

as appropriate.

LGT-178: Tax Calculation

Refund and tax due

automatically calculate

based upon the amount of

advance payment or tax

withheld by transferee.

LGT-178: Withholding Refund Calculation

You must document land

value, improvements, etc.

by attaching documents.

If you don’t prove it, then

we will likely adjust the

return!

LGT-178: Add Attachments

Enter bank

information or leave

blank if you want an

old-fashioned

payment.

LGT-178: Refund Due?

Pay by ACH credit card (3% processing

fee).

Pay by ACH debit.

Pay by alternate

method—check the

box, print the payment

voucher, and send the

voucher in with a

check.

LGT-177 & LGT-178: Payment Due?

You can now pre-

populate the

Commissioner’s

Certificate Requests

from your PTT-172 data!

I Want To: Request a Commissioner’s Certificate

If you select “Real

Estate Withholding,”

you’ll be required to

note the reason for

applying.

I Want To: Request a Commissioner’s Certificate

Commissioner’s Certificate: Property Info

Not everything carries

over from the PTT-172.

See Question 3a, as

example.

Tip:

If you enter a non-USA

address, make sure to

select the country.

The system will then

determine required

fields and formats.

Commissioner’s Certificate: Transferor/Transferee

Based upon your

answers, the

system will open

and close fields

for editing, along

with offering logic

on why something

can’t be done.

Certificates: Additional Questions

White background fields need

input from you.

Grey background fields are

auto-calculated.

Certificates: Real Estate Withholding

Certificates: Land Gains Tax Due

At least one

attachment is

required to submit.

You may need

more than that!

Click to see a list

of required

attachments.

If you fail to

provide the

appropriate

attachments,

processing will be

delayed.

Certificates: Attachments

http://tax.vermont.gov/property-owners/real-estate-transaction-taxes/commissioner-

certificate/checklist

Certificates: Checklist

Standard processing time is 10 business days for

complete requests.

Complex requests or incomplete information will

increase processing time.

We are not responding to status requests unless it has

been more than 10 business days.

You will receive notification via the Alerts – Messages.

Use the checklist!

Commissioner’s Certificate

The various tabs

can provide you

different subsets

of information.

The “Attorney

View” is most

helpful for

information on

returns, but does

NOT include

Certificate

Requests.

Requests: Views

To sort a column,

click the column

heading. The triangle

will indicate that it

has been sorted.

<Ctrl> and “click” to

do a secondary sort.

You’ll see a double

triagle to show this

sort.

To filter (search), click

Filter, type in your

search term, click

Enter.

Too Much to Look At? Filter and Sort

Pre-populate Certificates based upon PTTR & Land Gains Returns.

Real Estate Withholding Return to be included on myVTax and also

have a pre-popluate

Condensed PTTR and Land Gains print-outs. (Want to review a

draft?)

Certificate Request print-out.

Data collection worksheet for gathering information for all Real Estate

Transaction Taxes

PTTR and Land Gains reducing number of working screens

Enhancements