Guide Summary
There are two different onboarding methods detailed in this guide:
Option One: For Users with the Administrator Role - Add Taxually’s Third-Party Access in your business Account
Option Two: For Non-Administrator Users with a Payment History -
2.1: Provide Account Details to Taxually
2.2: Complete a NM POA (a draft will be provided by Taxually)
2.3: Taxually Requests Third-Party Access to your NM account via their third-party account
Option Three: For Non-Administrator Users without a Payment History -
Follow the instructions in this Guide instead: How to create a secondary logon for Taxually
Option One: How To Give Taxually Third Party Access
PLEASE NOTE: To manage third party access (delegate third-party access to Taxually) you must be the user with an Administrator role for the business in the New Mexico TAP portal.
Log in to NM TAP
From the Summary tab, locate the Gross Receipts Tax (GRT) account.
Enter your Filing Frequency listed under the current return box in Taxually
Click the Manage My Profile link at the top of the home page
Click the More Profile Options… menu tab
Click Manage Third Party Access under the Access Management tile
Confirm that the settings are set to:
Allowed: Yes
Default Access: Standard
Default Account Access: File Returns and Make Payments
*Important: Third-party access must be enabled in your NM TAP settings to allow Taxually access to your account.
*You can change these settings by clicking the links
Click the Add link
Click the Next button
Enter Taxually’s email in the Other Taxpayer’s Logon field: “compliance+1@lumatax.com”
Click the Add/Edit Account Access button
Click Add an Account
For Account Type, select Gross Receipts Tax (GRT)
For Access Level, select Administrator (Account Admin) or File Returns and Make Payments
Click the Add button
Click OK
Keep Standard as the Customer Access Type
Click Submit
Click OK
If the above instructions were available for you then you are DONE and you can STOP HERE.
If the above instructions are not available for you, then you most likely do not have the required Administrator role that is required to grant Taxually third-party access to your tax accounts. You can confirm this by following the instructions in the next step and in the “Option Two” onboarding method.
How to Confirm What Access Type You Have
Log in to the NM TAP
Click the Manage My Profile link
Click the More Profile Options… menu tab
Click Manage My Access under the Access Management tile
You will need to have “Administrator” access as the General Access type for the business
If you do not have Admin access, you can try to figure out who might have Admin access by following the steps below. It will be significantly quicker to have an Admin grant Taxually access than it will be for us to work through the alternative process. The alternative process entails completing a Power of Attorney (POA) that will need to be signed by an owner by hand.
Click the Back button
Click Manage Third Party Access
One of the listed active logons likely have Administrative access. If possible, you should reach out to them and ask them to complete the instructions above.
Note: If you do not have an Administrator role, or do not know who the Administrator is, then please answer “No” in Taxually when asked “Have you sent a third-party access invitation to Taxually?”
Option Two: For Non-Administrator Users and Accounts with a Payment History
Step 2.1: 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 followed by GRT (format: 12345678901-GRT) listed on the Account tile.
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 you do not have a previous payment amount greater than $0.00 then enter “N/A” in the previous payment question in Taxually and then STOP following the instructions in this guide and instead proceed to Option 3 in this guide: How To Create a Secondary Logon for Taxually.
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.
Step 2.2: POA Completion Instructions
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
NM 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
Step 2.3: 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
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