Arizona: 3rd-Party Setup

Finding the Required Onboarding Information

• Log in to the business account at AZtaxes

• Locate the Transaction Privilege and Use Tax account listed on your Business Details page.

  • If you do not see the account, then you have not completed your account setup to link your TPT account before you can continue with the Taxually onboarding process. 

• Click the Account Details link

• Provide the Filing Frequency listed for the account under the Mailing Address and Account ID

• For Effective Registration Date (Required if Taxually is filing your first return) 

  • You can find your Effective Registration Date on your Arizona Transaction Privilege Tax License that was sent to you after you registered. 

  • Please find your business “start date” in the letter and provide this as the Effective Registration Date (formatted as MM/DD/YYYY). 

Approving Taxually's Access Request

Note: Taxually must first submit an access request to your account using your FEIN. Once Taxually notifies you that the request is ready for your approval, please follow the steps below.

PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account.

• Log in to the business account at AZtaxes

• Select View for the entity Taxually needs access to

• Click Security in the menu on the left side of the page, this will lead you to pending delegate access requests

• Select View besides the pending Delegate Access Request from Robert Schulte(LumaTax).In order to file TPT Return, we will need permission to look up, file, and make payments to your TPT account.

• Click Approve, and then Confirm to approve the request

• A confirmation page will load if the approval was successful

• Please confirm that you approved the third-party access request in the Arizona Onboarding for Taxually. Change the answer to “Yes” and then submit the update to Taxually so they can confirm the access and enable tax filings.

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