Ohio doesn’t make it easy to file sales tax returns, which is why we created TaxJar. TaxJar’s state reports simplify the process of filing a return and can save you hours spent on managing sales tax. We wrote this post as a step-by-step guide for using TaxJar’s report to fill in the info you need to file your Ohio sales tax return.
If you’d rather not spend time filing a Ohio sales tax return ever again, enroll in TaxJar AutoFile and let us handle it. Never worry about missing a due dates or remember your state login and password again! Learn how TaxJar AutoFile can solve your sales tax headaches.
What You’ll Need
In order to file your sales tax return, it’s important to gather a few key documents and pieces of information.
Every state has specific requirements. Generally, we recommend:
- Your TaxJar Ohio Sales Tax Report
- Your Ohio sales and use tax account number
- Your state-assigned filing frequency
- Your Ohio electronic filing login details (ie: Your Ohio Business Gateway username & password)
- Your bank account number and routing number that you’d like to use for sales tax payment
Note: In some states, you’ll need additional verification pieces like a Letter ID (ie: Hawaii), an identification number (ie: Kansas) a limited access code (in California), etc. Be prepared to take a few extra steps to ensure your account is secure.
Once you’ve gathered the items above, you’re ready to file your return.
Steps to manually filing a sales tax return in Ohio
- Open your TaxJar Report for Ohio
- Select the Record Filing button at the top of your report
- Use the links on the top right to locate the state’s filing website or download a paper form
- Copy the information from your TaxJar Ohio Report into the state’s website. View detailed instructions on using TaxJar Reports to file a return including a note on how to file when Marketplace Facilitator Tax collected
Start by opening the Ohio Business Gateway link and logging in.
On this screen, click “Ohio Taxation Sales and Use Tax” and then, from the drop down, click “File/Pay Sales Tax Return (UST-1)”You may be asked to acknowledge recent sales tax changes. If so, just click “Acknowledge” next to each tax change, and then “Next.”
On the next page, click the “Data Entry” option to manually file your Ohio sales tax return, then click “Next.”
On this screen, enter your Ohio vendor license/account number (AKA your Ohio sales tax license number) in the field at the top. Then choose “All counties.” (It’s quicker to choose “All counties” than to forget a count and have to go back out and checkmark it!). Click “Next.”
Click “Confirm” on the next page to confirm your county choices.
On this page, choose the following:
- your Account Number from the drop down (there should be only one choice unless you manage multiple businesses)
- the period for which you wish to file
- whether you are filing an original or amended return
On the next page, you’ll find a list of all of the counties in Ohio. From there, use your TaxJar Ohio state report to fill in the amount “Taxed Sales” and “Tax Collected” from buyers in each county.
When filled out, it will look like this:
To check your data, the “Taxable Sales” column total at the bottom of your Ohio sales tax return should match the “Gross Sales” total on your TaxJar state report. And the “Taxable Liability” total at the bottom of your Ohio sales tax return should match the “State + Local Taxes” Total on your TaxJar state report.
On the next screen, enter your “Gross Sales” from your TaxJar Ohio state report into the Gross Sales box. You likely won’t have anything else to enter into the other boxes, but if you do, fill those out as well. Click “Next.”
On the next screen, you’ll see a summary of what you filed. You can check your data entry here by making sure the “Gross Sales” and “Balance Due” numbers match your TaxJar Ohio state report. (Remember, due to rounding, these numbers may be a little bit different.) Click “Accept Data.”
On the next page, follow the steps to pay your balance owed to the state.
After that, you’re all set and have successfully filed your Ohio sales tax return!
5.) Record your filing & payment with TaxJar for organized sales tax records and easy-access at a later date
State resources to help you file your return
Ohio knows that filing a sales tax return can be hard, so they provide resources to business owners to help teach you how to file. We’ve done the work for you and compiled a list of helpful links, videos and resources to make filing your first sales tax return easier.
Ohio state information:
How to file a return in Ohio:
New or first-time filers:
Need more help?
We get it. Sometimes it just helps to talk to someone. At TaxJar we provide general education, but we’re not CPAs. As much as we’d like to help, we aren’t able to give specific recommendations or advice for your business. However, we’re pleased to connect you with one of our recommended sales tax partners.
We maintain a list of vetted sales tax experts that can help with all things sales tax from registration assistance to general consulting and advice. These partners are familiar with the ins and outs of eCommerce sales tax and are here to help you.
Do you have questions about filing a sales tax return in Ohio? Start the conversation in the comments.