Login credentials and third-party access

Login credentials are the information you use to access your sales tax online account. This typically includes a username or email address and a password.

Types of Accounts

Many Department of Revenue (DOR) online dashboards support role-based accounts. This means that you can assign different permissions to users based on their roles with your business.

• Admin: This is the primary, administrator, account for your business. This role level grants the highest level of access and allows you to manage other users, change account settings, and perform administrative tasks.

• User: These are secondary accounts created within your business. You can assign specific permissions to user accounts, limiting their access to certain features or data. For example, you might create a user account for your accountant to allow them to file returns but not make payments.

Third-Party Access

Third-party access refers to allowing someone else, such as an accountant or tax professional, to access and manage your sales tax online account. This can be beneficial for businesses that need assistance with tax preparation or compliance. 

Please note: third-party access will be different in each state. Some states allow the user-role to perform all duties required for sales tax compliance, while others may require admin-level role access. 

How to provide third-party access:

You'll need to provide explicit authorization for a third party to access your account. This typically involves granting them specific permissions, such as the ability to file returns, make payments, or view tax history. Although the specific steps to adding a third-party to your online account may differ, you’ll generally need to: 

1. Log in to your account: Access your online account using your credentials.

2. Find the authorization settings: Look for a section related to user permissions or third-party access.

3. Add authorized user: Follow the instructions to add the third party as an authorized user. You'll likely need to provide their contact information and specify the permissions you want to grant.

By carefully selecting a trusted professional, setting appropriate permissions, and regularly monitoring their activities, you can ensure your sales tax compliance is handled efficiently and securely.