How to complete your Onboarding
Required Information
Grant Third Party Access for Taxually
NOTE: This process must be completed by a user who has permission to manage other users in your Business Account.
Step 1: Grant Taxually Third-Party Access
Log in to WYIFS
Click the Login Account Management link
Click Manage Sub Account Users
Click Add a Sub Account User and choose which modules that person has access to
Create a Username and provide to Taxually in the Wyoming Onboarding section
Create a username that combines your business name and "Taxually". This helps us identify which login belongs to which taxpayer. Example: If your business name is "Google," create a username like "GoogleTaxually"
Create a Password and provide to Taxually in the Wyoming Onboarding section
Set Security Question:
Select “What is your favorite hobby?” for the password question
Enter "Running" as the answer
Enter Contact Information:
Email Address: Enter compliance-usa@Taxually.com and re-enter the Email Address
Contact Name: Enter Michael Glover
Contact Phone: Enter 917-273-6326
Configuring Module Access:
For the Sales/Use Tax Module, make sure the following options are selected:
Grant Access
Submit Returns
Make Payments
For other modules, you may add additional access as needed or select "Deny Access"
Under Assigned Licenses, select the checkbox next to your Business tax account number
Before finishing, enter the following information in the Wyoming Onboarding section for Taxually:
Username - the Username you created for Taxually
Password - the Password you created for Taxually
Your login PIN - the 5-digit PIN you use to login to your account
Click Create New Sub Account User to submit/create the new sub account user
What happens next
Taxually will complete third party access using the information you provided.
Taxually will confirm if the access is successful or contact you if they require additional information.
Need help?
We are here to support you! Please contact us
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