Texas: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following information from you:

1. 11-digit Taxpayer Number

2. Texas WebFile Number (format: RT + 6 digits)

Step 1: Provide Your Texas Taxpayer Number

Important: The instructions for finding this information will depend on whether you have a new registration (without return submission history) or an existing registration (with return submission history). Please follow the specific instructions that apply to your situation below.

• Log in to Texas Webfile eSystems

• Your Sales and Use Tax account will be displayed on the home page in the My Taxpayer Accounts section. 

• For Existing Texas Taxpayer Number, provide the 11-digit Taxpayer/Vendor #

• For New Texas Registrations:  Texas Comptroller will mail the following registration confirmation documents containing the detailed information you need 

  • Texas Sales and Use Tax Permit containing: 11-digit Taxpayer Number

Step 2: Provide Your Texas WebFile Number

How to find WebFile Number - For New Texas Registrations

• After registering - Texas Comptroller will mail the following registration confirmation documents containing the detailed information you need:

  • A blank pre-printed return/filing notice containing: Webfile Number - usually printed on the very top of the return (format: RT123456)

  • Alternative Way: 
    Email Texas: Use this option if you do not have any payments over $0:

    • Email: Webfile.Help@cpa.texas.gov 

    • Subject: Request for Texas WebFile number 

    • Include these details for verification: 

      • Business name

      • FEIN

      • 11-digit Taxpayer Number

      • The email address associated with your Texas Webfile eSystems logon
        

How to find WebFile Number - For Existing Texas Registrations

• Call the Texas Webfile Automated Hotline: This is the fastest option (takes 3-5 minutes) 

  • Phone: 1-800-442-3453 (available 24/7)

  • Have ready: 

    • Your two most recent sales and use tax payments

    • OR the Total Sales amount from the last two returns

NOTE: Sometimes the details for your most recently submitted return isn’t recognized yet. If so, try providing the details from your second most recently return. 

What happens next

• Taxually will complete third party access using the Taxpayer Number and WebFile number 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