How To: File and Remit a Payment

How To: File and Remit a Payment

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: Enter your login credentials Enter your Username and Password. Click Login.

Step 3: Access my accounts Click View Owned Accounts and File Returns. Jane Smith

Step 4: Select the account you want to file a return From the list of accounts select the account you want to file a return. Click on the box with the + sign. This expands the account in order to view details. The legend is available to explain the icons and their functions.

Step 5: File your return Double click each box to enter 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) Click the Paper Icon to file. Legend File a return Add payment to cart Edit a return 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.

Step 6: 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 Choose one of the 3 options: 1. File Only which allows editing until payment is made 2. File and Add to Cart to pay now GO to Step 8 3. Cancel and return to My Account screen After choosing an option the return will close The filing period will change to allow for payment or editing. Once the payment is made, no edits can be made. Payments must be made prior to the deadline to avoid penalties and fees. No amount will be added to the cart unless you choose Option 1.

Step 7: 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 pay. Click the Dollar Sign to open the return, which will add your payment to the cart and calculate your taxes. Legend File a return Add payment to cart Edit a return

Step 8: View collection cart Make sure to file your return before the due date to avoid a minimum $50 penalty and interest. 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. To view collection cart and details click View. Once in the cart, in order to edit a return at this point, you will have to view payment and remove from the cart. Ready to Pay? Click Checkout

Step 9: 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 NEXT to go to Bill2Pay.

Step 9: Enter billing details cont. 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 You will have the option of saving payment methods to MyWallet. Both credit card and bank account information can be saved for future payments. Be sure to click Save Payment method for future use. If the wallet feature is not used, you can select and enter payment information for either a credit card or an e-check. Enter payment information and click Submit. Clicking Cancel will take the client back to the TDT site, where payment information will have to be reentered. Do not use the back button to cancel the payment.

Step 10: 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. DO NOT use the back button to cancel your payment, click the Cancel button.

File a $0.00 return 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 on the box with the + sign. This expands the account in order to view details. To file in advance simply click Paper icon. Click file only in the pop up box The result will be $0.00 filing. Scroll right to see status of filed

You have completed filing and remitting payment. For additional tutorials visit www.pbctax.com/tdt