DC issues important information for bulk withholding filers

The District of Columbia Office of Tax and Revenue (OTR) has announced a change to its withholding filing requirements, offering corporate and personal taxpayers the ability to bulk file the quarterly return, FR900Q, in 2017. In order to bulk file, taxpayers must obtain a login ID on the new tax portal, MyTax.DC.gov. Information about obtaining an ID will be available after the portal officially launches in November 2016. The first bulk filing may be made on April 30, 2017.

Files must be created using a CSV or text (.txt) file format; zip or compressed files will not be accepted. Files smaller than 24MB will upload as CSV or text files (.txt). Any files submitted that are 24MB or larger will be rejected, so they must be submitted as multiple FR-900Q submissions. Taxpayers are informed that they may use a naming convention, such as QTR12017.txt and QTR22017.txt, but there are no restrictions on the naming convention.

The file status ACCEPTED indicates that the file has passed all quality checks and an email will be sent to the taxpayer that displays the word “pending.” The file status REJECTED indicates that the file did not pass quality checks, and all errors will be displayed after hitting the submit button and front end validations occur. Taxpayers should then correct the file and resubmit for processing. The file status COMPLETED indicates that processed submissions denoting the bulk submission have been processed. There is no return level completion, just that the file was processed. (Press Release, District of Columbia Office of Tax and Revenue, September 1, 2016.)

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