Canada – Manitoba: 3rd-Party Setup

Follow these simple steps to allow Taxually to file tax returns for your company.

Step 1: Finding the Required Onboarding Information

• Log in to TAXcess

  • Note: If you do not have an existing login, please follow the setup instructions in the last section.

• Click on the Account Number for the Retail Sales account and provide this account number to Taxually

• Locate the Names and Addresses section:

  • 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 Manitoba.

  • Reference your Location and/or Mailing Address and 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 Manitoba.

    • Provide your registered Postal/Zip Code exactly as shown online 

      • For example, if it's a US ZIP code, include all 9-digits if available (12345-1234)

      • Enter “N/A” for the Postal/Zip Code if your country doesn’t use postal codes

• Click on the Activity Tab in the menu bar, provide the most recent Payment Amount from the Account Payment line

  • If you do not have payment history, enter “0.00” in Taxually

• Click the Sales Tax Return link on the most recent sales tax return payment, afterwards the return will populate on the screen.

  • Provide the Tax Collectible on Sales amount (located on return line 1) to Taxually

  • If you do not have a return submission history, enter “0.00” in Taxually

Note: After you confirm this information with Taxually, they will setup our third-party access to your TAXcess account and draft a Power of Attorney (POA) for your completion. Once Taxually notifies you that the POA is ready for your completion, please follow the “Step 2” instructions below. 

Step 2: Power of Attorney (POA) Completion Instructions

• Review the Business Name and Account Number (top of form) and the Authorized Official information (bottom of form).

• Print the POA and complete it by hand using blue or black ink.

• Ensure all fields in the signature section are completed:

  • Name, Signature, Title, Phone Number, Date, and Email Address

  • Note: The Authorized Official Name must be an officer/owner listed on the registration.

• Scan the signed POA and either upload it to your Taxually account or email it to lumatax@taxually.com. 

How to Set Up a Manitoba TAXcess Account For The First Time

• Go to TAXcess and click the Sign Up Now for TAXcess

• Create your business’s User ID, Password and Secret Question/Answer

• In the Confirm Your Identity section:

  • Enter the Information from your Manitoba registration application or registration confirmation documents

  • For Acccount Type, select Retail Sales 

• In the Establish Contact Information:

  • If possible, use a company group email that multiple employees can access, as this allows anyone who needs to manage the Retail Sales Tax account to have login access (MFA codes are required when logging in)

• Click Next

• Enter the Postal/Zip Code and Country associated with your registered address 

  • Use the Postal Code/Country from your registration application or official Manitoba Finance documentation 

• For Last Payment Amount, enter “0.00” if you haven’t made payments or a payments in the last three periods 

• Click Next

• For Tax Collectable on Sales, enter “0.00” if you don’t have return submission history

• Complete TAScess Account Setup

  • Finish the remaining prompts to complete your account setup. 

  • Important: Save your User ID, Password, Secret Question/Answer securely to maintain access access

• Next Steps:

  • Once your TAXcess account is set up and you've gathered the required information, proceed with your Taxually onboarding for Manitoba while referencing the instructions in “Step 1” above.

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