Illinois: 3rd-Party Setup

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

Finding the Required Onboarding Information

• Log in to MyTaxIllinois

• Confirm Third-Party Access is Enabled

  • Click Manage My Profile

  • Click the More… menu tab

  • Click Manage Third Party Access

  • Confirm the settings are as follows:

    • Allowed: Yes

    • Default Access: Third Party

    • Default Account Access: File & Pay

• Illinois Account ID

  • Return to the home page

  • Navigate to the Summary tab

  • Locate your ST-1 Sales/Use Tax account 

  • Provide the 8-digit code listed under “Account” (format 1234-5678) 

• Zip/Postal Code

  • For US Zip Codes: Provide the 9-digit zip/postal code provided on your ST-1 Sales/Use Tax account tile (format 12345-1234)

  • For Other Postal Codes: Confirm that the postal code matches the legal address you provided to Taxually in the Business Details section. If different, please provide Taxually with the zip/postal code of your registered address in Illinois.

  • If you do not have a zip/postal code (due to your registered country), enter "N/A" and follow the instructions below in the Accounts Without a Payment History or Zip/Postal Code section.

• Filing Frequency

  • Click File a Return on the ST-1 Sales/Use Tax account tile

  • Review the Periods listed to determine the filing frequency

• For Accounts with a Payment History: Skip to the next section if you do not have a payment history

  • Click Manage Payments and Returns on the ST-1 Sales/Use Tax account tile

  • From the Show dropdown fields, select Payments and Posted

  • Provide the Payment Amount from the most recently posted payment

Accounts Without a Payment History or Zip/Postal Code: 

For accounts without a payment history and/or a ZIP/Postal code, please follow the steps below to create an additional logon for Taxually.

• If the account has a ZIP/Postal code: We will use this secondary logon temporarily. Once a payment history is established, we will transition to the standard third-party access request using our designated third-party preparer login.

• If the account does not have a ZIP/Postal code: We will continue to use this additional logon on a long-term basis (until otherwise notified), as the standard third-party access process cannot be completed without a ZIP/Postal code.

Create an Additional Logon for Taxually:

• Click the Manage My Profile link

• Click the More… tab

• Click Manage Additional Logons under the Other Users section

• Make sure the settings are reflected as follows (by clicking the links):

  • Allowed: Yes

  • Default Account Access: File & Pay

• Click the Add link

• Enter the following details for Taxually:

  • Name: Michael Glover

  • Email: compliance-usa@taxually.com

  • Phone: (917) 273-6326

  • Username: Create a username using your business name and "Taxually" to help identify which login belongs to which taxpayer

    • Example: If your business name is "Google," create a username like "GoogleTaxually"

  • Password: (you choose)

  • Secret Question: In What City Does Your Nearest Sibling Live

  • Answer: Kansas City

  • Confirm Email: compliance-usa@taxually.com

  • Confirm Password: (same as above)

• Select only the box next to the Sales/Use Tax & E911 Surcharge account

• Click Submit

Effective Registration Date

You are only required to provide this date if Taxually is submitting your first return. 

Your effective registration date can be found in the mailed registration confirmation documents for your ST-1 Sales/Use Tax account. You should receive a "Taxpayer Notification - Electronic Filing" letter. This letter will include your "Electronic filing effective" date. Please provide this date formatted as MM/DD/YYYY.

Alternative: If you do not have access to this letter, you can provide the "Start Date" you used for your Illinois Sales Tax registration application (the date you created a tax obligation).

Ideally, you should provide the date listed on the Electronic Filing letter mentioned above.

Need help?

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