Illinois: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

• Illinois Account ID (format 1234-5678) 
• Last payment amount (alternate option below if no payment history) 

Step 1: Illinois Account ID

• Log in to MyTaxIllinois

• 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) 

• 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

NOTE: The remaining onboarding steps depend on whether you have a payment history for your Sales & Use Tax account. Please follow the relevant instructions below.

Step 2: Provide Last Payment Amount

For Accounts WITH 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

For Accounts WITHOUT Payment History:

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

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