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5 Key Tax Tips Before Filing Your Return

Get ready for filing season

View your account information online

Taxpayers can make sure their information is current at Revenue Online, a secure web service that provides access to your tax account at any time. If you have questions, contact us at:, phone: 503-378-4988 or 800-356-4222 

Gather and organize your tax records

Organized tax records make preparing a complete and accurate tax return easier and avoid errors. Wait to file until you have your tax records including: 

  • Forms W-2 from your employer(s) 
  • Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity, retirement plan, or other non-employee compensation 
  • Form 1099-K, 1099-MISC, 1099-NEC, W-2 or other income statement if you worked in the gig economy 
  • Form 1099-INT if you were paid interest 

Make sure you've withheld enough tax

"Withholding" is the portion of your wages you have withheld from your paychecks to cover your anticipated annual income tax liability. Your employer withholds the amount you specify—based on how you fill out the state OR-W-4 and federal W-4 —and sends them to the Oregon Department of Revenue and the IRS, where it's applied to your tax account. You can check if you are having enough withheld at the DOR Withholding Calculator.

Use a bank account to speed tax refunds with direct deposit

File electronically, choose direct deposit and you will get a refund faster. Information is available at this IRS Website.

Choose a reputable tax return preparer

Taxpayers should choose a tax return preparer wisely. This is important because taxpayers are responsible for all the information on their return, no matter who prepares it for them. The Oregon Board of Tax Practitioners offers a Licensee Lookup website. The IRS has a website with information.