INTIME User Guide for Business Customers

1 Indiana Department of RevenueINTIME User GuideRevised July 2022 Business CustomersTable of ContentsWelcome to INTIME ..3 Who Should Use INTIME ? ..5 INTIME User Logon Creation ..6 Power of Attorney Access ..8 POA Frequently Asked Questions ..8 Managing Security & Access to Accounts ..10 Log in to INTIME ..11 All Actions Tab ..21 Indiana Business Taxes ..23 Manage More in INTIME ..27 Additional Information and Resources ..56 Contact Us ..59 Welcome to INTIMEDOR s online e-services portal, the Indiana Taxpayer Information Management Engine ( INTIME ), offers Customers the ability to manage all their Business or corporate tax accounts in one convenient location, 24/7. This includes filing returns, making payments, and secure messaging.

2 This Guide serves as a resource to help Customers create their INTIME account while exploring the functionalities available with step-by-step instructions and images. Helpful tips are also provided to ensure an easy transition to using the new e-services Functionality ChartTax TypeRegister New Tax AccountFile ReturnsAmend ReturnsRequest Return TranscriptMake PaymentsView CorrespondenceSend Messages, Update Names & AddressesAlcohol Alternative Fuel User *Aircraft Dealer Aircraft Excise Aviation Fuel *C Corporation Charity Gaming Cigarette *Cigarette Stamps *Consumer Use County Innkeeper s Electronic Cigarette *Employment AgencyFiduciary Income Financial Institution Fireworks Public Safety Food and Beverage Fuel Inventory Gasoline Use *Heavy Equipment Rental Individual Income New FeaturePreviously AvailableTax TypeRegister New Tax AccountFile ReturnsAmend ReturnsRequest Return TranscriptMake PaymentsView CorrespondenceSend Messages.

3 Update Names & AddressesMotor Fuel *Motor Vehicle Rental Nonprofit Other Tobacco Products *Pari-Mutuel Wagering Partnership Petroleum Severance *Rail, Commuter or Electric *S Corporation Sales Tax Special Fuel *Terminal Operator *Transporter *Tire Fee Type II Gaming Utilities Services Use Utility Receipts Wagering Wireless Prepaid Card Withholding Vehicle Sharing Excise New FeaturePreviously Available* Names and address for Cigarette, Tobacco, and Fuel tax accounts can be updated via , these updates will be reviewed by the Special Tax Division and are subject to new license may be issued when Should Use INTIME ?

4 INTIME is available to manage corporate and Business tax obligations as outlined in the table below. The following tax forms can be filed and paid via INTIME :Tax TypeTax FormAlcoholALC-W, ALC-FW, ALC-DWS, ALC-M, ALC-PSAlternative FuelSF-801 Aviation FuelAVF-150 Charity GamingCGE-103 Cigarette TaxCIG-M, CIG-NRM, CIG-RM, CIG-TS, CT-19, CT-4 ACounty Innkeeper sCIT-103 Electronic Nicotine Delivery Systems (e-Cigarette)ECG-103 Fireworks Public SafetyFPS-103 Food and BeverageFAB-103 Fuel InventoryIVT-1 Gasoline UseGT-103, GT-103 DRHeavy Equipment RentalHRT-103 Motor FuelMF-360, MF-600 Motor Vehicle RentalMVR-103 NonprofitNP-20 Other Tobacco ProductsOTP-M, OTP-PACT, CT-19 Pari-Mutuel WageringRG-RecapPetroleum SeveranceMF-600 Sales TaxRP-11, ST-103, ST-103MP, ST-103 CARS pecial FuelDF-IVP, FT-501, SF-IVP and SF-401 Terminal OperatorFT-501 Tire FeeTF-103 Type II GamingTTG-103 Utilities Services UseUSU-103 Utility ReceiptsURT-1 Wireless Prepaid CardWPC-103 WithholdingWH-1, WH-3 Vehicle Sharing ExciseVSE-103 Customers can also log on to INTIME to access the following functionality.

5 Make payments using a bank account or credit card View and respond to correspondence from DOR Request and print return transcripts as needed Electronic delivery of correspondence Online customer service support through secure messaging *There is no requirement to file a CT-19 on both accounts. A link to file will be available on User Logon CreationTo create a logon: If this is for a new Business , you must first register your new Business through INBiz. You will need the unique Letter ID found on a letter from DOR (located in upper right hand corner). If you do not have one, a "Welcome letter" can be requested during the logon creation process. You will be asked to provide the Business name and ID (TID / RRMC / FEIN / SSN / PTIN).

6 Create your INTIME logon Go to INTIME Select New to INTIME ? Sign up. Enter your taxpayer ID (FEIN, SSN,etc.), unique Letter ID or RRMC, tax due, or payment amount from a recently filed return as part of the verification process. (Note: If these items are not accessible, the option to request an INTIME welcome letter (with a Letter ID) will be available on the "Account validation" screen.) An email acknowledgment will be sent once a logon has been created. You will be redirected to the INTIME logon screen to enter your newly created username and Username Creation OverviewStep 1: Decide who will create the master logon for your organizationINTIME usernames are specific to each person, and passwords should not be shared with anyone.

7 The first person to create a username for your organization will be assigned the role of Master Logon. This user will be able to manage access for other users in your organization, if appropriate, and will have full access to your company s own tax 2: Go to INTIMEStep 3: Select New to INTIME ? Sign Up to create a master logon username and password for access to 4: Follow the steps on your screen to create your logonEnter your Business information and validate access using a recent payment amount, return line item, or letter ID. If these items are not available, a Welcome letter can be requested to complete the registration. This is an essential step in protecting Customers sensitive 5: Create username and passwordThis step requires the creation of a unique username (may be an email address) and password.

8 Note that the password: Must be at least eight characters long; Must include at least one uppercase letter; Must include at least one special character; and Cannot be the username or email 6: Log in for the first timeOnce the username creation process has been completed, you will be directed back to the INTIME landing page to log in for the first time. Enter your username and 7: Two-factor authenticationAccess security for INTIME is enhanced with two-factor authentication. This means that you will be required to enter an access code upon logging in that can be received by email, text message (standard text message rates apply), or authenticator application. Information on each of these options is included on the registration screen.

9 Power of Attorney AccessA client ( Business tax or Individual income tax customer) can grant a tax practitioner access to their INTIME account with an electronic Power of Attorney (ePOA). Once electronic Power of Attorney (ePOA) access has been requested through INTIME and approved by your client, you will be able to see and perform the same actions as your : If a client/ Business previously authorized a service provider/practitioner to manage its Business tax account(s) via the legacy system (INtax), they will continue to be authorized to do so within INTIME . The client will be notified of this with a an ePOA RequestTo initiate an electronic INTIME Power of Attorney (ePOA) access request, the tax practitioner will log in to their own INTIME account, go to the All Actions or Preparer Actions (tab) page, locate the Power of attorney panel, then click on the Request POA Access hyperlink and follow the instructions for tax practitioners and clients are Frequently Asked QuestionsCan I still use the paper POA-1 form?

10 Yes, you can still use the POA-1 form; however, a paper POA-1 will not result in gaining online access to client accounts in my client approves the INTIME ePOA access request, do I still need a POA-1 form on file?DOR will consider an INTIME ePOA equivalent to the POA-1 form for the purpose of discussing tax matters. DOR reserves the right to request the POA-1 form in certain circumstances, but in general, we will not require a POA-1 form in addition to an approved INTIME ePOA access request. The INTIME ePOA only allows clients to approve access to the accounts currently in INTIME . A POA-1 may be needed for other tax my client need to access the internet/register for INTIME to approve my request?