How To: Create a new TDT account

Transcription

1 How To: Create a new TDT account

2 Before you get started: Important Tips: You must have created and verified your login before you can create a TDT account. If you need help, please read our How To: Creating a Login. You will need your Property Control Number in order to create a new TDT account. If you need help, please read our How To: Before Getting Started Property Owners.

3 Step 1: Log in to the TDT online portal Visit Click Tourist Development Tax within the Search or Pay Here box.

4 Step 2: Enter your login credentials Enter your Username and Password. Click Login.

5 Step 3: Create your TDT account Click Apply for a New Tourist Development Account.

6 Step 4: Set up your Business Account Enter Business Name or Owner Name. Important Tip: We recommend you use the same name as it appears on your property tax bill. If you manage several properties, you can create a nickname to group them in the Business Account. For example, Jane s Jupiter Beach Rentals. All three parts must be completed before the TDT number is assigned. Select your Organization Type. Property Owner (default) Corporation General Partnership Limited Liability Company Limited Partnership Sole Proprietorship Unspecified Select your preferred ID Type. Driver License Number Employer Identification Number Federal Identification Number Social Security Number State Identification Number Enter your ID Number (no dashes).

7 Step 4: Set up your Business Account, cont d. Enter your Business Account Property ID information. Businesses/Property Owners within Palm Beach County enter the PCN of your business location or residence. Businesses/Property Owners outside Palm Beach County enter the PCN of one of your short term rental properties. Important Tip: Whatever you enter in this field will be designated as your primary location for your TDT account and cannot be changed. Click Look Up. The system automatically populates all remaining fields based on the mailing address in our system. You can update your mailing address through the portal, however, each year, this will change with the new tax roll. To update your address in the official records, please notify the Property Appraiser at Important Tip: No mailing address is required. All correspondence is conducted via . It is critically important that you update your address in your profile if it changes.

8 Step 4: Set up your Business Account, cont d. The owner section will default to the name you entered at the top of the form If your property is owned by more than one party, you can also add Owners and define their percentage of ownership. Click Add Owner Double click the blank space beneath the first owner s name to add this information

9 Step 4: Set up your Business Account, cont d. Enter each additional owner name and % ownership. Important Tip: Ownership must total 100%. If you defined your Business Account using a nickname, we recommend you modify the nickname to 0% ownership, then add the names of actual owners and define their percentage of ownership. Next button will be available once the ownership totals 100%

10 Step 5: Add a rental property to your Business Account Click Add Location. Important Tip: The term Location refers to a short term rental property. Every time you add a property to your Business Account, you will add a Location. You will need the PCN for each property.

11 Step 6: Enter your rental property information The Location number defaults to 1 indicating you are adding your first property. Enter the PCN (without dashes) of your first rental property and click Look Up. The system automatically populates all remaining fields based on the legal description in our system. Enter your telephone number and address. You can also enter an alternate telephone number, but it is not required. Click Ok. Important Tip: Greyed out fields cannot be updated or changed.

12 Step 7: Select rental type Select the type of rental from the Tax Type drop down menu (double click to view drop down). Apartment Monthly Boarding House/B&B/Rooming House Monthly Commercial Real Estate (not taxable) Monthly Condominium Monthly Hotel/Motel Monthly Lodging Monthly Calendar Mobile Home Monthly Multi-Family Monthly RV Park/Campground Monthly Single Family Dwelling Monthly Timeshare Monthly Click out of the box, then Click Next Important Tip: Each Tax Type is listed as Monthly. This is the filing schedule, not the duration of the rental itself. The TDT number on the right side is blank. It will be assigned at the end of this process.

13 Step 8: Review and Submit Review the information you entered for your first rental property (Location 1). If all information is correct, click Submit. If you need to make changes, do not use the browser s back button. Please click Previous. Important Tip: You must click Submit to completely create your account. The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt (BTR), click this link to apply if one is needed. Business Tax Receipt Form for Short Term Rentals

14 Step 9: Go to the Home Page After you click Submit, you will see the following message displayed. Click Go To Home Page to finish setting up your account. From the Home Page, click on the My Accounts tab to view your accounts. Jane Smith

15 Additional Information How to update the mailing address Go to Manage My Accounts from the Home Page Select Update Business Address from the dropdown list Choose your Business Account Click on the radial button to display the address information

16 Additional Information How to update the mailing address Update the address information Click Save

17 You have completed an application to set up a TDT account. For additional tutorials visit