Puerto Rico: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following information from you:

• Account ID Number (Format: 999-999-99999-99999)
• Zipcode (format 12345-1234) 
• Verification Method (Payment Amount or Letter ID)
• Enable Third Party Access settings 

Step 1: Provide Your Account Number and Zipcode

• Log in to SURI

• From the home page, on the Summary tab, locate the Sales and Use tax account

  • Account ID - Enter your 16-digit PR Sales and Use Tax Account ID (Format: 999-999-99999-99999) 

  • Zip/Postal Code - Enter the full Zip Code associated with the address displayed on your Sales and Use Tax account tile

    • For US Zip Codes: Provide the 9-digit zip/postal code provided on your ST-1 Sales/Use Tax account tile (format 12345-1234) If you do not have a zip/postal code (due to your registered country), enter "N/A" 

Step 2: Provide Your Verification Method

Verification Method - Please provide one of the following:

• Accounts with a Payment History - Provide the latest payment amount:

  • From the home page, click the More... menu tab

  • Click Manage Payments and Forms under the Financials section

  • From the Accounts dropdown, select Sales and Use

  • From the Show dropdown fields, select Payments and Posted

  • Provide the payment amount of the most recently posted payment.

• Accounts without a Payment History - Provide a Letter ID:
  • From the home page, click the More... menu tab
  • Click View Letters
  • Open the latest letter received in your Inbox and provide the Letter ID (format L1234567890)

If there aren’t any letters in the online Inbox, then provide the Letter ID (format L1234567890) from the mailed registration confirmation documents (provide the letter ID for the letter dated with the most recent date)

Step 3: Enable Third Party Access Settings  

• Must be enabled for Taxually to obtain third-party access to your tax account

  • Click Manage My Profile

  • Click the More… menu tab

  • Click Manage Third Party Access

    • Ensure that the setting are as follows:

      • Allowed: Yes

      • Default Access: Secondary Administrator (other options are okay too)

      • Default Account access: File & Pay

NOTE: You can click the links to these settings to change them. 

What happens next

• Taxually will complete third party access using the information you provided

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

Need help?

We are here to support you! Please contact us