Rhode Island: 3rd-Party Setup

How to complete your Onboarding

Required Information

You will need to have:

1. Administrative access to the Business account

2. Set-up Third Party Access for Taxually

3. Confirm the correct Taxpayer Functions and Tax Type authorizations

Step 1: Set up Third Party Access for Taxually

• Log in to TaxPortal

• Select Manage Authorized Users under Profile Information from the main menu

• Click Add New Authorized User

• Enter User ID: Lumatax

• Check the checkbox(es) next to your Taxpayer Name(s) you wish to delegate Taxually access to

• Enter today's date as the delegation effective start date for all the businesses you selected. 

  • Optional: Enter the delegation effective end date for all the businesses you selected

• Click Tax Type Authorizations to assign Sales and Use tax type authorization

• Select the Assign box(es) and enter a start date for each tax type you would like us to have access to

• Click the Tax Type Functions button, select all functions (or at lease File Returns AND Make Payments), and click OK. 

  • Do this for each tax type you wish to assign to Taxually.

  • Click OK, then click Save on user details page, followed by Confirm

• Then you should see LumaTax (Michael Glover) listed as a User Name on the Manage Authorized Users page.

What happens next

• Taxually will confirm access once you complete the delegation. Most common blocker is the Taxpayer Functions and Tax Type authorization steps. Ensure you have followed these steps correctly.

Need help?

We are here to support you! Please contact us