Arizona: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following from you:

• Approve Taxually's Access Request

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

Step 1: Approving Taxually's Access Request

NOTE: Taxually will 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.

• 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.

What happens next

• Taxually will confirm if the access is successful or contact you if they require additional information.
  

Additional Resource

Watch Youtube Video here.

Need help?

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