Pennsylvania: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following information from you:

1. One of the following

   1. Account ID: the 11-digit account number listed under the word “Account” (format: 12345678901)

   2. Sales License ID: the 8-digit license number listed under the word “License Information”  (format: 12345678)

2. Validation method

3. Approve third party access request 

Step 1: Provide Account ID or Sales License ID

• Log in to your business’s myPATH  account

• Navigate to the Summary tab to locate your Sales and Use Tax account 

• Provide one of the following IDs:

  • Account ID: the 11-digit account number listed under the word “Account” (format: 12345678901) 

  • Sales License ID: the 8-digit license number listed under the word “License Information”  (format: 12345678)

Step 2: Provide a Validation method

• Provide ONE of the following Verification Types:

  • Option 1: Last payment amount (Accounts with a Payment History):

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

    • Click Manage Payments and Returns (In the Payments and Returns section)

    • From the Accounts dropdown, select Sales and Use Tax

    • From the two Show dropdowns, select Payments and Posted

    • Provide the latest payment amount exactly as shown in myPATH.

  • Option 2: Letter ID (Accounts without a Payment History):

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

    • Click the View Letters link 

    • Provide the Letter ID from the most recent Letter

    • If no letters are available, try these alternatives: 

      • 1) Click the Search menu bar

        • Enter a “Sent From” date that goes back further until Letters are provided.

      • 2) Check for physical letters received by the Pennsylvania Department of Revenue (for example, registration confirmation documents, notices, etc.)

      • 3) Request a Letter ID via messages in myPATH: Click Manage My Profile> More… > View Messages > Send a Message 

      • 4) A registered officer/agent can call Pennsylvania to request a letter ID at 717-425-2495 ext. 72841 (PATH1).

      • 5) If you do not have access to your myPTAH account, Taxually can request a letter ID to be mailed to you

What happens next

• Taxually will send an online access request that will require approval. Once Taxually notifies you that the request is ready for your approval, please follow the steps below. 

Step 3: Approving Taxually Access Request

• Login to myPATH 

• Click Action Center 

• Click Manage Access 

• LumaTax (Michael Glover) should be listed 

• Confirm that our access granted will be to FILE and PAY

• Select Grant Access

• Select Submit.

What happens next

• 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