Ohio: 3rd-Party Setup

PLEASE NOTE: This must be done by the user with the Administrator role in OH/ID. If you do not have an Administrator role then these instructions may not be available to you. 

• Log in to the OH/ID Portal

• Click Open App on the OH Tax eServices app

• On the Summary tab, you will see your sales and use tax related tax accounts listed

  • If you do not, then you have not completed your account setup and must finish this first. 

• For Filing Frequency, reference the filing frequency listed on your “Out-of-State Sellers” or “Sales Tax” account tiles under your FEIN:

  • Please provide the filing frequency of your “Out of state sellers” or “Sales Tax” account.

  • The filing frequency will be writen in the account tile under the Account name and FEIN.  

  • Note: We usually do not file tax returns for Consumer Use Tax accounts. If you are registered for this tax account, we will need to discuss whether it is something Taxually can support at this time. 

Then follow the instructions below to send Taxually an Invitation to manage your tax accounts.

How to Grant Taxually Third-Party 

• Click on the Representative Center menu tab

• Click on the Manage representative access link under the Manage Client Access tile

• Click the Send an Invitation link (towards the top of the page)

• Enter the following Taxually email: compliance-usa@taxually.com

• Click Next

• Click the Grant Access links for any of the following account types. Then in the pop-up box(es), select File Returns and Make Payments as the “type of access”, select All Periods, and then click OK.

  • ✅General Access - optional - this will allow us to assist with more general account related topics

    • Select Account Manager as the “type of access” for this account

  • ✅Out-of-State Sellers

  • ✅Sales Tax

  • ❌Consumer Use Tax - Please note Taxually does not currently support Use Tax returns (for purchases). If you have any questions about this, please feel free to email us at lumatax@taxually.com.

• Click Next

• Complete the remaining prompts until you receive a confirmation that the invitation has been submitted. 

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