Income Tax

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PLEASE NOTE: The City of Westerville is joining the state and the IRS in moving the City income tax return filing deadline to May 17.

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

Help is available for filing your Westerville Income Tax return. To help ensure you can receive assistance before the deadline, please contact the Income Tax Division no later than April 30.

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 incometax@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.)

Contact the Westerville Income Tax Division

The Westerville Income Tax Division offers assistance from 8 a.m. - 4:30 p.m.

Mailing Address
City of Westerville Income Tax Division
P.O. Box 130
Westerville, Ohio 43086-0130

Phone Number
(614) 901-6420

Fax
(614) 901-6820

Email
incometax@westerville.org

Office Hours
Monday through Friday 8 a.m. - 4:45 p.m.

Walk-in Assistance
8 a.m. - 4:30 p.m.

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

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

Non-residents working in Westerville have no filing obligation with the City unless their employer did not withhold Westerville tax or under withheld the tax at our 2.0% income tax rate. Refunds must be filed on a paper form with the proper tax documents and required employer certification.

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.

2020 Individual Tax Forms

2020 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.

2020 Westerville Individual Return [PDF]
2020 Westerville Individual Return (Fill-In) [PDF]
2020 Westerville Individual Instructions [PDF]
2020 Days Out Non-Resident Employee Refund Application (Fill-In) [PDF]
Tax Refund Request for Under 18 (Fill-In) [PDF]
General Refund Request (Fill-In) [PDF]
Extension Request (Fill-in) [PDF]
Individual Registration [PDF]
Westerville Quarterly Estimate Tax Voucher (Fill-In) [PDF]
WV-EZ Return [PDF]

Visit Tax Connect for 2020 Individual [LINK]

2020 Business Tax Forms

2020 Westerville Business Income Tax forms are available below:

2020 Westerville Business Return [PDF]
2020 Westerville Business Return (Fill-In) [PDF]
2020 Westerville Business Instructions [PDF]
Business Registration (Fill-in) [PDF]
Extension Request (Fill-in) [PDF]
Westerville Quarterly Estimate Tax Voucher (Fill-In) [PDF]

Visit Tax Connect for 2020 Westerville Online Business Withholding [LINK]

Click here for instructions

2021 Withholding

2021 Semi-Monthly Withholding Booklet (Fill-In) [PDF]

2021 Monthly Withholding Booklet (Fill-In) [PDF]

2021 Quarterly Withholding Booklet (Fill-In) [PDF]

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

WW3/Annual Reconciliation [PDF]

Visit Tax Connect for 2020 Westerville Online Business Withholding [LINK]

Click here for instructions

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

Effective January 2018, the City of Westerville is transitioning to a new method of 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. 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.

Prior-Year Documents

2020