How to Amend a Washington State Department of Revenue Excise Tax Return

This is for people filing Business and Occupation (B&O) tax returns with the Washington State Department of Revenue.
 
After filing your B & O tax return, you may realize you have an error or missing information.
 
Luckily, the Washington State Department of Revenue allows you to amend your return to correct these mistakes.

Quick Instructions:

  1. Log into dor.wa.gov
  2. Click the Get Started button
  3. Click your business name
  4. Click View Periods and Amend Returns
  5. Click the return to amend
  6. Click File, View, or Amend a Return
  7. Click Amend
  8. Go through the screens and amend as needed
  9. On the Summary screen change the Prepared By name if needed
  10. Fill in Reason for amendment
  11. Continue as needed

Keep reading for a complete walkthrough with screenshots:

My DOR

The first step is to log into dor.wa.gov

On the My DOR screen, click the big green Get Started button.

My DOR Get Started button

(I know there’s a Manage Returns button. You can probably do the same from there. I’m familiar with the method I’m showing here).

Logon

On the Logon screen, you will likely only see your business. Click on your business name.

As a bookkeeper, I have several clients listed. I click on the box for my company, Gentle Frog, LLC.

Selecting your business on the WA DOR Logon screen

View or Amend Return

Your most recent return will appear in its own box on the company screen. If you need to amend this, click the View or Amend Return link.

If you need to amend an older return, click the View Periods and Amend Returns link in the Account section.

The list of older returns looks like this:Gentle Frog's list of past WA DOR excise tax returns

Period is how often you pay your taxes; I pay annually.

Balance is how much you owe.

Click on the return you’re amending to open the summary. Then click the File, View, or Amend a Return link in the upper right.

Gentle Frog 2020 WA DOR excise tax summary.

The next screen is a view of your return; it is not editable. 

To amend the return, click the Amend link at the top.

Viewing Gentle frog's WA DOR combined excise tax return for 2020, to amend click the Amend link at the top

Amend Return

You’ll now see screens like when you initially filed your return.

Go through each step and edit/amend whatever you need to.

When you get to the end under Submitter Information, update it accordingly if the person amending the return’s name is different from the Prepared By name.

You must also fill in the Reason for amendment box. 

Submitter Information section of an amended WA DOR excise tax return

The next screen, Return Totals, tells you if your amendments cause you to owe money or receive a return.

That’s it! You can now amend your Business and Occupation tax return with the Washington State Department of Revenue.

Scroll down if you’d like to watch a video walkthrough.

Below is a video if you’d like to watch a walkthrough.

☕ If you found this helpful, you can say “thanks” by buying me a coffee… https://www.buymeacoffee.com/gentlefrog

Contact the DOR directly if you have questions about filing or amending your WA DOR taxes. They are very friendly and helpful.

Need some one-on-one QuickBooks assistance?
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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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