New York: 3rd-Party Setup

How to complete your Onboarding

Required Information

• Add Taxually as a User
• NOTE: Must be done by a user with permissions to manage other users on your Business Account 

Step 1: Add Taxually as a User

• Log into tax.ny.gov using your business account

• Optional: Click the Tax Services tile 

• Click the hamburger menu on top left

• Select Employee Summary from My Account section (Only available to the account's business master administrators)

• Click Add Employee > Click Select next to Manager role

• Enter the following details:

  • First Name: Michael

  • Last Name: Glover

  • Email: compliance-usa@taxually.com

  • Phone: 917-273-6326

  • Username*: [Your Business Name]Taxually

    • Example if your business name is "Google" then use:"GoogleTaxually"

  • Password*: [Create a 14 character password]
    *Note: Copy and paste the username and password you created into the Taxually New York onboarding requested information.

  • Click Save & Continue

• User Permissions Page:

  • Authorize this user to perform all current & future services on this account? Select No.

  • Under Online Services, select:

    • Payments, bills and notices

    • Sales Tax - File and Pay

    • Respond to department notice

    • Optional: Registrations and account updates

Note: To see the itemized list of activities per category, select the arrow to the left of the category.

• Click Save & Continue

• Administrative Rights Page:

  • Manage users: Select not manage users

  • Manage tax professionals: Select not manage tax professionals' access to tax info

  • Select Save & Continue

• You will see a green check mark/message saying you have successfully assigned administrative rights to GLOVER, Michael.

• Once complete, you must enter the username(s) and temporary password(s) created on the Taxually New York Onboarding page

What happens next

• Taxually will confirm access with the newly created username and password or contact you if they require additional information.

Need help?

We are here to support you! Please contact us

Additional Resources

Watch demo on YouTube