How to complete your Onboarding
Required Step
Grant Taxually 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.
Step 1: Grant Taxually Access Request
Log in to MyTaxes
Click on the link "Need to Update Information? Manage My Profile" at the top of the webpage
Click on the More… menu tab
Within the Third-Party Access section, click on the Grant Third Party Access link
Enter Taxually's User Information
Logon: Lumatax
Email: compliance-usa@Taxually.com
Follow the prompts to complete the 3rd Party Access process
Select File & Pay
What happens next
Taxually will confirm if the access is successful or contact you if they require additional information.
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