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How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be...

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How To: Create a new TDT account
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Page 1: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

How To:Create a new TDT account

Page 2: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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.

Page 3: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

Step 1: Log in to the TDT online portal

• Visit www.pbctax.com.• Click “Tourist Development Tax”

within the Search or Pay Here box.

Page 4: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

Step 2: Enter your login credentials

• Enter your Username and Password.• Click “Login.”

Page 5: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

Step 3: Create your TDT account

• Click “Apply for a New Tourist Development Account.”

Page 6: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

Step 4: Set up your Business Account• Enter Business Name or Owner Name.

• 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).

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.

Page 7: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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.

• 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 www.pbcgov.org/papa/

Important Tip: Whatever you enter in this field will be designated as your

primary location for your TDT account and cannot be changed.

Important Tip: No mailing address is required. All correspondence is

conducted via email. It is critically important that you update your email address

in your profile if it changes.

Page 8: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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

Page 9: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

Step 4: Set up your Business Account, cont’d.• Enter each additional owner name and %

ownership.

• “Next” button will be available once the ownership totals 100%

Important Tip: Ownership must total 100%. If you defined your Business Account using

a nickname, we recommend you modifythe nickname to 0% ownership, thenadd the names of actual owners and definetheir percentage of ownership.

Page 10: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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.

Page 11: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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 email 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.

Page 12: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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.

Page 13: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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

Page 14: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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

Page 15: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

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

Page 16: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

Additional Information – How to update the mailing address

• Update the address information• Click Save

Page 17: How To: Create a new TDT account up a New TDT Account - FINAL Jan...The TDT Account will not be assigned until submitted. As a reminder, all TDT accounts must have a Business Tax Receipt

You have completed an application to set up a TDT account.

For additional tutorials visitwww.pbctax.com/tdt


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