The TransAction Portal (TAP) is a free service for individuals, businesses, and tax professionals to access and manage accounts with the Montana Department of Revenue and the Gambling Control Division of the Department of Justice.

Our TransAction Portal Lets You

TransAction Portal Instructions

Access and Login

You must be registered in our tax system and have a valid email address to sign up for TAP access.

You also need the following information:

Individual Income Tax
To access your account, you must have filed a Montana tax return within the last five years.
You will also need your:

  • Social Security Number
  • Federal Adjusted Gross Income (FAGI) from your last return filed in Montana. If you only filed a Form 2EC last year, you may use the total gross household income from Form 2EC, Line 1.
Business Income Tax, Miscellaneous Taxes or Liquor Accounts
You will need:

  • Montana Tax Account ID assigned by the Department of Revenue when an account is created. This 13-digit alphanumeric ID is formatted as 1234567-890-ABC.
  • Zip code for your account
Wage Withholding
You will need:

  • The 13-digit alphanumeric Montana Tax Account ID formatted as 1234567-890-WTH.
  • Zip Code
  • Federal Employer Identification Number (FEIN). Instead of your FEIN, you can use the last payment amount, or total wages paid subject to withholding from your most recent Form MW-3.
File Upload/Processing
You will need:

  • To register a File Upload account, fill out the File Upload Application.
  • If your business already has a File Upload Account, you need your 13-digit Montana Tax Account ID and zip code.
Third Party Access
Tax preparers who file returns for clients must set up their own TAP logon for centralized access to multiple client accounts. You can sign up as an individual or as a business.


There are a few options for designating access in TAP.

Administrators
Administrators manage the access of the Account Managers to each account.
They approve or deny requests for access and grant permission for the actions the Account Manager is allowed.
Account Managers
Account managers can view, file, and pay or a combination of those based on the permission granted by the Administrator

To manage access to your tax account:

  1. Log into TAP
  2. Select Settings
  3. Select Additional logons or Third Party Access


If you have account manager level access, you must request access to each account.

To request access to another account,

  1. Log into TAP
  2. Select Add Access to Another Account

Your request will be sent to the account administrator for authorization.


Tax preparers who file returns for clients must set up their own TAP logon for centralized access to multiple client accounts.

Please note: Your client must have their account set up before you request access to their account.

  1. Log in to your own individual or business tax account.
  2. Select Add Third Party Account Access.
  3. Provide specific account information about your client’s account and submit your access request.
    An email notice will be sent to your client immediately.
    Once they approve your access, you will receive a notice from TAP@mt.gov stating the account access change.
  4. Log in, select Clients’ Accounts to view the accounts you have been granted access to.


You need your username and answer to your secret question. An email to reset your password will be sent to you. When you receive the email, click the link and enter your secret answer. You will then be prompted to enter your new password. If you can’t reset it, create a new login account.


An authentication code helps protect your account. TAP will send you an authentication code when you create your account.

You will need to request and provide a new authentication code each time you log into your TAP account unless you choose the Trust This Computer option. Do not choose this option if you are using a public computer. For this feature to work, you must change your browser settings to not delete cookies.

You can expect to receive your authentication code within five minutes of your request. If you request a new authentication code before you receive the first code, you will need to wait for the second code. Authentication codes sent by text are usually faster.

Some email providers and spam filters may stop certain emails. Set your filters to allow an email from TAP@mt.gov.

If you do not receive a code, contact us to request a new code be sent by a different method.


As the account administrator, you can remove or add other users’ access to your accounts; and, manage additional logons from your profile. You can cease their login, change the type of access they have, and designate which tax accounts they can access. You can also view their recent activity on your account.

To manage access to your tax account:

  1. Log into TAP
  2. select Settings
  3. Select Additional logons or Third Party Access


You can cancel your TAP access at any time by following these steps:

  1. Log into TAP
  2. Select Settings
  3. Select Cancel my logon


After 15 minutes of inactivity your account will lock. Reenter your password to continue.

After 45 minutes of inactivity, you will be logged out of your account. All unsaved information will be lost. Enter your username and password to log back in.

File and Amend Returns

Many accounts allow you to submit a return, application, or renewal.

  1. Log into TAP
  2. Select the account
  3. Next to the period end date, select File Return


You can view all activity you have completed in TAP.

  1. Log into TAP
  2. Select the account
  3. Select the Submissions tab

The status panel will show you the status of your action.

Select the link for the activity you want to view.


You can edit or delete a return if it is in Pending status. If it has processed, you will need to file an amended return. See the Amend a filed return topic.

  1. Log into TAP
  2. Select the account
  3. Select the Submissions tab
  4. Open the submission you want to edit
  5. Select Edit


You can delete a return on the same day you submitted it if the status is “Pending.” If the status of the return shows “Processed,” you cannot delete it. If you need to make changes, submit an amended return.

  1. Log into TAP
  2. Select the account
  3. Select the Submissions tab
  4. Open the submission you want to delete
  5. Select Delete and confirm you want to delete the return.


Amending returns is available on certain tax types.

  1. Log into TAP
  2. Select the account
  3. Select the period you want to amend
  4. Select File or amend a return


View your return history and status with the department:

  1. Log into TAP
  2. Select the account

To view the status of returns you’ve submitted online:

  1. Log into TAP
  2. Select the account
  3. Select Submissions


There are three return statuses:

Saved
You have not submitted your return.
Pending
Your return is submitted and waiting to be loaded into our system.
We transfer returns at 5:00 PM every business day.
You can delete or change your return if the status is still pending.
Complete
Your return is filed.
You must file an amended return if you need to make changes

Payments

You can make a payment for many accounts with an e-check, credit card, or debit card.

Payments post to your bank account within three to five days.

If you pay by e-check, there is no fee and you can schedule payments for a future date.

The total amount you pay when you use a credit or debit card includes a processing fee charged by the third-party payment processor.

  1. Log into TAP
  2. Select Make a payment


You can correct or delete e-check payments if the payment’s status is “Pending.”

To make changes to payment, first delete the payment, then re-enter with the correct information and submit.

  1. Log into TAP
  2. Select the account
  3. Select the Submissions tab
  4. Open the payment you want to edit or delete
  5. Select delete

Please note: You cannot delete or cancel debit and credit card payments. They are sent immediately to the banking institution. Contact your banking institution for assistance with those payments.


View your payment history with the department:

  1. Log into TAP
  2. Select the account
  3. Select the period

To view the status of returns you’ve submitted online:

  1. Log into TAP
  2. Select the account
  3. Select Submissions


You may add, edit, and remove Payment Channels.

  1. Log into TAP
  2. Select Settings
  3. Select Payment Sources tab

To add a new source, select Setup new payment source

To edit a source, you’ll need to delete the existing one and then add a new source with correct information

To delete a source, select Remove this payment source

Note: Payments scheduled for a future date will still process with the Payment Channel used when you entered them. You must edit or cancel each payment if you do not want them processed with that payment channel on the date you chose.


To request a payment plan:

  1. Log into your TransAction Portal (TAP) account. If you don’t have an account, you can create one by selecting Sign Up Now!
  2. Select the account you want to request a payment plan for. Note: there must be a balance owing.
  3. Under the Account Option panel, select Request a Payment Plan

Most requests will be approved immediately, but if we need to review your request, we will send you a web message. You can check your web messages by clicking on the Correspondence tab, then clicking on the My Notices option.

We accept payment plan requests for:

  • Withholding
  • Individual Income Tax
  • Lodging Facility Sales and Use
  • Corporate Income Tax
  • Small Business Corporation
  • Partnership
  • Other Tobacco Products
  • Bad Debts

Withholding

Use approved software to submit your employees’ and clients’ W-2s, 1099s and MW-3s with TAP File Upload. Forms 5498 can also be e-filed with TAP File Upload.

If you don’t have a File Upload (FLE) account, request the account by selecting Register on TAP to upload W-2, 1099, or Withholding Files

  1. Log in to TAP with your username and password
  2. Select the Account ID link ending in FLE and follow the steps provided


Enter your employees’ W-2s and 1099s that have Montana withholding by typing the information into an online form.

  1. Log into TAP
  2. Select the Withholding account
  3. Select the File Single W-2 or 1099 forms link in the Account Options panel
  4. Enter the tax year of the forms that you are filing
  5. Select the Forms tab and then the form that you want to enter
  6. Once you have entered all of your forms, select ‘Submit’


All payments made to the department and posted to your DOR tax account throughout the filing period are already populated on the MW-3 in TAP for your business. Just verify the payments, edit them if necessary and submit your MW-3.

  1. Log into TAP
  2. Select the Withholding account
  3. Select the File Now link for the appropriate tax year
  4. Verify payment amounts and periods are correct and edit payments if necessary
  5. Submit your return

File Upload Error

If the file does not show the suffix (.txt) at the end of the file name, the file will error. Go to your file and rename it by adding .txt to the end of the file name, and submit it again.


This error occurs when multiple periods are included in a file name. Only the period before the file name suffix (for example: .txt) is allowed. Remove all ‘extra’ periods from the file name and submit it again.


The file does not follow the specifications required. Contact your software vendor and inform them of the records that are listed as missing. After your software has been updated, recreate the file and submit it again.


The file records are not separated by a carriage return / line feed, but are instead in one long string. Notify your software vendor that the Montana Department of Revenue requires a carriage return/line feed at the end of each record. After your software has been updated, recreate the file and submit it again.


Records have specific length requirements. Notify your software vendor and request they correct the problem. After your software has been updated, recreate the file and submit it again.

If you need assistance with one of our online services, please email us at DORE-Services@mt.gov.

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