how to guide: file and remit a payment

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How To Guide: File and Remit a Payment August 7, 2019

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How To Guide:File and Remit a Payment

August 7, 2019

Step 1: Log in to the TDT online portal

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

within the Search or Pay Here box.

Step 2: Click “Login to the Portal”

• Existing clients can click “Login to the Portal” at the bottom of the webpage.

Step 3: Enter your login credentials

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

Important Tips: Usernames do not have spaces. If you forget your username, refer to your original

verification email. The most common error is entering a space after your

username or password. If you forget your password, please see the How To

Guide: Reset Your Password

Step 4: Access Your Account

• Click “View Owned Accounts and File Returns.”

Jane Smith

Step 5: Select an account• Select the account for which you want to file a return. • Click on the box with the + sign. This expands the account

and reveals account details.

Important Tip: The Icon Tips section

explains each icon’s function. Clicking these icons will not perform the function.

Step 6: File your returnImportant Tips: The filing period coincides with the month, i.e. 7 is

July, 8 is August etc. Yellow boxes indicate information required. Use the scroll bar to complete the return and see

status and due dates.

• Double click each box to enter the following: Number of bed nights rented for the month

For example: If you rent out 3 rooms for 30 days, the number of bed nights = 90

If you are a 100 room hotel, this number = the total number of room nights for the entire month, so if all 100 rooms were rented every night, enter 3000 bed nights

Gross Rental Receipts Exemptions are sales that are not TDT taxed

(example: tax exempt from government agency stays) Exemptions for excess collections (example: resort

fees)

• If filing a zero tax return, continue to end of this guide for more information.

• When all information is entered, click the Paper Icon to file your return.

File a return

Legend

Step 7: View the Return

• The TDT return will calculate:

• #5 Taxes Due

• #6 Credit for on time filing up to $30.00

• #9 Current Amount Due

• Additional fees may be charged for NSF funds

• Choose one of the 3 options:

1. File and Add to Cart if payment is due as taxes must be

paid at the time of filing – GO to Step 8

2. File Only is used for zero filings only. Zero filings can be

submitted 3 months in advance and may be edited if rent

is collected during those months.

3. Cancel and return to “My Account” screen.

• The filing period will change to allow for editing.

• After choosing an option, the return will close.

Important Tip: It is recommended to file after the 1st of

the month as once the payment is made, no edits can be made.

Payments must be made prior to the deadline E.S.T. to avoid penalties and fees.

TAXES ARE DUE AT THE TIME OF FILING.

Step 8: Editing Your Return and Preparing to Pay

• If the return needs to be updated, Click the Pencil to edit your filing will revert back to being unfiled.

• After the updates are made, Click on the icon to save your changes.

• You can edit as often as you need to until you are ready to file and pay.

• Click the $ icon to open the return, which will add your payment to the cart and calculate your taxes.

File a returnAdd payment to cartEdit a return

Legend

Step 9: View collection cart

• To view the collection cart and details, click “View”.

• Ready to file and pay? Click “Checkout”.

Important Tips: Once you add amounts due to the cart, the

action box will turn blue and you will be unable to edit your return.

The amount due will remain in the cart for two hours and will automatically be removed.

If this occurs, click on file and add the amount due to the cart again.

Important Tip: Once in the cart, in order to edit a return at this

point, you will have to view payment and remove from the cart.

Important Tip: Make sure to file and pay your return before the

due date to avoid a minimum $50 penalty and interest.

IMPORTANT: A return is not considered filed until payment is received.

Step 10: Enter billing details

• After clicking “Checkout”, complete the payment information screen.

• This information will be loaded into Bill2Pay, our payment processor.

• All fields are required except when the payer is a business. In that case, the “First Name” can be left blank.

• Click “Accept Terms” to go to Bill2Pay.

Step 11: Enter billing details cont.

Important Tips: DO NOT use the back button to cancel your payment, click

the Cancel button. E-checks do not have a fee and can be used to make

payments up to $999,999.99. Credit cards have a 2.5% fee which goes directly to the

credit card processor and is not retained by the Palm Beach County Tax Collector.

The maximum credit card amount is $99,999.99. If MyWallet is not used, select and enter payment

information for either a credit card or an e-check.

• Enter payment information and click “Submit.”• Clicking “Cancel” will take you back to the TDT site, where

payment information will have to be re-entered.

Using the MyWallet Feature• You can save payment methods to MyWallet.• Credit card and bank account information can be saved for

future payments.• Remember to check the “Save payment method for future

use” to add this payment method to MyWallet.

Step 12: Making a payment

• Agree to the Terms and Conditions.

• Enter your email address to receive payment confirmation.

• Click “Pay Now”.

• A confirmation box will appear to show successful payment along with your checkout receipt.

Important Tip: DO NOT use the back button to

cancel your payment, click the Cancel button.

How to File a Zero ReturnImportant Tip: The system allows 3 future periods to be filed. This is helpful when you know you will not be renting, out of

season is the most typical example. Make sure to file a Zero Return before the due date to avoid a

minimum $50 penalty and interest.

• In the My Accounts section:• Click the box with the + sign.

This expands the account to reveal account details.

• To file in advance, click Paper icon.

• Click “file only” in the pop up box

• The result will be $0.00 filing. • Scroll right to see the status of

“filed.”

Congratulations!

You have filed your return and

paid your taxes!

For additional tutorials, please visit the TDT Support Center at

www.pbctax.com/tdt