How to complete your Onboarding
Required Step
Add Taxually as user
Step 1: Add Taxually as User
NOTE: This must be done by a user who has permission to manage other users in your Business Account.
Log into MY DOR
Click Get Started
Click the More Options tab.
In the Your Account section, click Add or Remove Other User's Access.
Optional: Select the Business Name that Taxually should have access to, then click Confirm
On the Manage Access page, click the Add User link.
On the User Information page, enter the following SAW User ID and Email address and click Next
SAW User ID: Lumatax
Email: compliance-usa@Taxually.com
On the Access Type page, review the information about ADMINISTRATOR and ACCOUNT MANAGER permissions.
From the "Select the Customer Access Type" dropdown, Select Account Manager and then,
Click Next.
On the Account Selection page, select the account(s) you want the new user to have access to (Excise Tax) and click Next.
The user's access level defaults to Prepare and Pay for each account.
On the Verification page, review your selections and then, click Submit.
Optional: On the Confirmation page, click the Print Confirmation button to print this information for your records.
Click OK.
The new user (LumaTax) is now listed under the User IDs section of the Manage Customer Access page.
What happens next
Taxually will confirm if the access is successful or contact you if they require additional information.
Need help?
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