How to Guide:Create a New TDT Account

August 7, 2019

Step 1: Go to the Tourist Development Tax home page

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

within the Search or Pay Here box.

Step 2: Review requirements and click “Establish a New TDT Account”

• Review Palm Beach County requirements for short term rentals.

• Click “Establish a new TDT Account”.

Step 3: Review each step and click “Login to the Portal”

• Read the How To Guides in each step.

• When you are ready, click “Login to the Portal.”

Step 4: Enter your login credentials

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

• TROUBLESHOOTING• Usernames do not have spaces. Refer to

your original verification email for your username.

• The most common error is entering a space after your username or password

• If you have forgotten your password, click the RESET PASSWORD LINK (see Page 17)

Step 5: Create your TDT account

• Click “Apply for a New Tourist Development Account.”• If you are an AGENT, refer to How-to Guide: Create An

Agent Account.

Step 6: Set up your Business Account• Enter Business Name or Owner Name.

• See Important Tips

• Select your Organization Type.• Property Owner (default)• Corporation• General Partnership• Limited Liability Company• Limited Partnership• Sole Proprietorship• Unspecified

• Business Start Date• Choose the 23rd of the month your business started• The earliest start date available is 07/23/2018• REMEMBER: TDT tax returns must be filed for every month

since the date of rental income being collected and may include delinquent fees and interest.

• Select your preferred ID Type.• Driver License Number• Employer Identification Number• Federal Identification Number• Social Security Number• State Identification Number• Passport Number

• Enter your ID Number (no dashes or spaces).

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.

Step 7: 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 Business addresses can be updated once the account is

completely set up.

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. If you are renting a confidential address, or your business does not have a Property

Identification Number (PCN), contact our office at 561-355-3547 or email clientadvocate@taxcollectorpbc.com

Step 8: 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

Step 9: 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.

Step 10: 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.

Step 11: 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.

Step 12: Select rental type

• Select the type of rental from the Tax Type drop down menu (double click below the Tax Type* 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 continue to add locations as needed by repeating step 5

• When all locations are added, 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.

Step 13: 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 Tips: You must click “Submit” to create your account. The TDT account will not be assigned until it is

submitted. As a reminder, all TDT accounts must have a Business

Tax Receipt (BTR) Click this link to apply for a Business Tax Receipt for

Short Term Rentals.

Step 14: 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

Congratulations!

You have established your TDT account!

For additional tutorials, please visit the TDT Support Center at

www.pbctax.com/tdt