Oktap Form – Fill Out and Use This PDF

NAVIGATING OKTAP

OkTAP uses a number of pop-ups to provide options throughout the interface. Therefore, it is recommended you disable the Pop-up Blocker Settings and allow pop-ups from the OkTAP website.

OkTAP will automatically log off after 15 minutes of inactivity.

Navigation in OkTAP is done by using the on-screen navigation hyperlinks described below. The bar along the left side of the window will be available from every screen.

BC

A

D

A.The sidebar on the left of the window contains four key elements:

1.The OkTAP icon will take you to the Oklahoma Tax Commission website.

2.The Menu section contains options for Home, Back, and Log Off. Back will become active once you have moved beyond the Home screen.

3.The Navigation section provides links to:

a.My Accounts – these are the accounts that have been registered for access through your OkTAP login.

**The next group of options will change depending on where you are within your OkTAP account(s).**

4.Help Links section provides links to the Frequently Asked

Questions (FAQ’s) and an electronic copy of this guide.

B.This section displays basic organization information; name, Federal Employer ID or Social Security Number, and overall balance for all accounts that are registered for access through OkTAP.

C.In the top right of the screen is the DBA Name and Mailing Address. This will change to account specific name and mailing address when using the Accounts tab.

D.The main portion of the screen is organized into four tabs:

1.Accounts - contains the list of accounts that have been specified as part of this profile with a small summary.

2.Requests – items that have been submitted, such as, a return or change of address.

3.Notices – messages from the OTC or confirmation that a request has been completed.

4.Letters & Permits – Letters or permits that have been printed and sent.

OKTAP COLORS

The fields on the forms are color-coded to help tell you what actions are allowed or needed for each particular item:

Green: enter information (optional)

Yellow: field is required in order to be submitted

Red: field is in error

White: field is automatically calculated and cannot be modified

Click or hover over the red error field for explanation about the error.

REGISTERING FOR OKTAP

Several tax type accounts are available through OkTAP. (See chart on page 3.) Any taxpayers who have tax accounts available through OkTAP are eligible to register for an OkTAP logon.

The first individual that registers themselves in OkTAP under a company’s FEIN is considered the Master Account Holder. Only the Master Account Holder can manage logons, request to cease an account, and set up Direct Deposit for any tax refunds associated with their account(s). The Master Account Holder will also be alerted by email whenever a subsequent account is accessed under the same FEIN.

It is an easy two-step process to begin using OkTAP to access your tax information:

1.Register to use OkTAP – provide initial information and an Authorization Code will be emailed to you

2.Initial Logon - Authorization Code required

HOW DOES A TAXPAYER REGISTER ON OKTAP?

You will need the following information

Account Number: 13 digit account number; located on all correspondence received from OTC after October 10, 2011 for all participating tax types.

Federal Employer Identification Number (FEIN) for Business Registration

Social Security Number for individuals, Sole Proprietor

Logon ID: You will create a Logon ID

(up to 30 characters; not case sensitive; spaces are allowed)

Password:

Password must be at least 10 characters long and contain the following:

At least 1 upper-case letter

At least 1 lower-case letter

At least 1 number

Valid e-mail address to receive confirmation and Authorization Code messages.