Income Tax

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Tax Day: Monday, April 15, 2024

The Westerville Income Tax Division is charged with the collection, audit and enforcement of the two (2.00) percent municipal income tax pursuant to the Westerville City Code. To see the code, click here.

Filing Options

The Income Tax Division can prepare your City of Westerville Income Tax Return at no charge and offers several convenient options for filing returns:

EMAIL and attach your documents (W-2’s, 1099’s, Federal Schedules (C, E, F), and any other income documentation) to taxestobeprepared@westerville.org and request preparation of your return.
FAX your documents (W-2’s, 1099’s, Federal Schedules (C, E, F), and any other income documentation to the Income Tax offices at (614) 901-6820.
MAIL your documents (W-2’s, 1099’s, Federal Schedules (C, E, F), and any other income documentation) to PO Box 130, Westerville, OH 43086-0130
DROP BOXES: Please make sure to place your documents (W-2’s, 1099’s, Federal Schedules (C, E, F), and any other income documentation in an envelope marked “Income Tax Department” and place in one of the drop boxes at 21 S. State St (Behind the building) or 64 E. Walnut St.

(Schedule C = Self Employment earnings. Schedule E = Rental and Royalty income that is reported to the city. Schedule F = Farming income.)

Electronic Filing, Online Access and ACH Payments

Use the Westerville Tax Tool/Tax Connect

The Westerville Tax Tool/Tax Connect allows you to file your return online and pay any amounts due through ACH Debit.

Click (here) for instructions on how to setup a NEW portal account.
Click (here) for instructions of how to file and/or make payments.

You will need to create an account if you have not already done so. If you have already set up an account – your account log-in information will be the same as last year. Please remember that you will need to upload scanned copies of your W-2 and Federal schedules when filing online.

ACH Payments

The City of Westerville is accepting ACH payments. Once your account has been setup via our online account access tax portal you will need to select "Pay by Check" or "Pay by Credit Card" and setup your bank account information. Please note, there is a 3% convienence fee when using a credit card. Once this information is setup – you will go back into “Pay by Check” "Pay by Credit Card" and select what type of payment you will be making, Tax, P&I, (if you have both – you will need to breakout your payment), Estimated or Installment Plan. Once your information is complete – hit select and your transaction will be submitted.

Contact the Westerville Income Tax Division

If You Work, But Don't Live, In Westerville

2024 Withholding

Note: If you are emailing questions regarding Withholding and/or Reconciliations with W2s (Rec-PDF format and W2's-Txt format), please email withholding@westerville.org.

W3 Magnetic Media (Updated 1/27/21) [PDF]

WW3/Annual Reconciliation [PDF]

Visit Tax Connect for Westerville Online Business Withholding [LINK]
- Click here for instructions

RESOURCE:

Search your address on the interactive Westerville City Limits map

2023 Individual Tax Forms

Westerville Individual Income Tax forms are available below:

You can print the fill-in form, attach your income documents (W-2’s, 1099’s, Federal Schedules (Sch C/Sch E/or Sch F), and any other income documentation and mail them in to PO Box 130, Westerville, OH 43086-0130

If you do not have access to a printer, you may call us at (614) 901-6420 to request forms by mail. You may also stop by our office, located at 64 E. Walnut St. and pick up forms. Our hours are 8 a.m. - 4:30 p.m., Monday through Friday.

Please note the following email addresses for each inquiry:

Already prepared returns and documents, please email to taxforms@westerville.org.
Documents that need prepared for your return, please email to taxestobeprepared@westerville.org.
Individual registration forms, please email to indreg@westerville.org.

RESOURCES
Visit Tax Connect for Individual [LINK]

NOTE: You must check the box certifying that you have examined the return and confirming it is true and correct to the best of your knowledge in order to submit through Tax Connect.

2023 Business Tax Forms

2023 Westerville Business Income Tax forms are available below:

Please note, if you are emailing in a Business Registration form, please send to busreg@westerville.org.

RESOURCE
Visit Tax Connect Westerville Online Business Withholding [LINK]

Click here for instructions

Interest Rate

The interest rate applied to outstanding liabilities incurred on or after January 1, 2016 will be as follows for all municipal entities administered by the City of Westerville.

Interest rate for 2016 shall be 5% per annum.
Interest rate for 2017 and 2018 shall be 6% per annum.
Interest rate for 2019 will be 7% per annum.
Interest rate for 2020 will be 8% per annum.
Interest rate for 2021 will be 8% per annum.
Interest rate for 2022 will be 5% per annum.
Interest rate for 2023 will be 10% per annum.

Prior-Year Documents

2023

2022

2021

2020

RESOURCE:

Search your address on the interactive Westerville City Limits map
Visit Tax Connect for 2020 Westerville Online Business Withholding [LINK]
- Click here for instructions

2019

City of Westerville, OH