New Mexico: Onboarding Guide & POA Instructions

Finding the Required Onboarding Information

• Log in to NM TAP

• For Business Name, confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Taxually. If it is different, please provide Taxually with your registered Business Name in New Mexico.

• For Registered Mailing Address, confirm if the registered Mailing Address is the same as the address you provided in the Business Details section for Taxually. If it is different, please provide Taxually with your registered Mailing Address in New Mexico.

  • Locate your “Gross Receipts Tax (GRT)” account on the Summary tab. 

  • Taxually requires the address displayed within the GRT account exactly as shown in TAP to obtain third-party access to your GRT account.

• New Mexico Business Tax Identification Number (Account ID)

  • Locate your “Gross Receipts Tax (GRT)” account on the Summary tab. 

  • Provide the 11-digit account ID (format: 12345678901) listed on the Account tile.

  • Do not include the “-GRT” at the end of the number

• Filing Frequency:

  • Click File, View or Amend All Returns within the Gross Receipts Tax (GRT) account tile

  • Review the return periods listed to determine your filing frequency

  • Click back to return to the home page

• Effective Registration Date

  • From the home page, click the More.. menu tab

  • Click View Letters

  • Click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search

  • Scroll all the way down and locate your Registration Certificate letter

  • Open it and provide us with the “Business Start Date” on the registration certificate

  • Then navigate back to the TAP home page

• How to Manage Third-Party Access Settings:

  • Important: Third-party access must be enabled in your NM TAP settings to allow Taxually access to your account. 

  • From the home page, click the Manage My Profile link

  • Click the More Profile Options… tab

  • Click Manage Third Party Access in the Access Management panel

  • Ensure the settings are:

  • Allowed: Yes

  • Default Account Access: File returns and Make payments

• *You can change these settings by clicking the links

• Latest Payment Amount

  • From the home page, click More… menu tab

  • Click Manage Payments and Returns

  • From the Accounts dropdown, select Gross Receipts Tax (GRT)

  • From the two Show dropdowns, select Payments and Posted

  • Provide the latest payment amount exactly as displayed in TAP

• If No Payment History (Skip this if you have a payment history): 

  • If you haven't made any GRT payments yet, create a temporary login for Taxually:

    • Click the Manage My Profile link >click the More Profile Options… tab > click Manage Secondary Logons > click Add 

    • Enter the following information:

      • Logon: Create a logon username with your business name and “Taxually” at the end so Taxually knows which business this login is associated with.

      • Name: Michael Glover

      • Email: compliance-usa@taxually.com

      • Type of Access: select Profile Manager

    • Click Next

    • In the Account Access section

      • Click Select None

      • Check the box for Gross Receipts Tax (GRT)

      • Click Submit

Submit Information to Taxually 

Note: You will not receive a drafted NM Power of Attorney (POA) from Taxually at this time. See the workflow below for POA completion details.

New Mexico Onboarding Workflow

Step 1: You submit the requested information (except for the POA)

Step 2: Taxually drafts the POA 

• Taxually will draft the required POA using your FEIN, Legal Business Name, Mailing Address, and NM Business Tax Identification Number

• You'll receive the drafted POA via email instructing you to complete the POA using the POA completion instructions in this guide

Step 3: Complete the POA:

• When you receive the drafted POA via email from Taxually, please follow the POA completion instructions, at the end of this guide, carefully to avoid delays with onboarding

Step 4: Taxually Completes Access Request

• Taxually will complete the online access request using your signed POA

• Taxually will confirm successful access or contact you if additional information is needed

POA Completion Instructions

• Download the drafted Power of Attorney from Taxually

• Review the Taxpayer Information in Section 1

• Print the POA (If all information is correct)

• Have the corporate officer sign with a pen, ensure all fields are completed:

  • Name, Title, Signature, Date

• Scan the completed POA

• Email the scanned POA back to Taxually for upload during the third-party access request

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