New Jersey: Account Creation & 3rd-Party Setup

How to complete your Onboarding

Required Information

You will need to have:

1. Administrative access to the Business account

2. Set-up Third Party Access for Taxually

3. Confirm the correct Taxpayer Functions and Tax Type authorizations

NOTE: New Registrations | If you are newly registered for a New Jersey Sales and Use tax account and have not set up a New Jersey Tax Portal account yet, please do so by following the instructions in this official New Jersey guide: How to Create a New Jersey Tax Portal Account Administrator.

Step 1: Set up Third Party Access for Taxually

• Log in to the New Jersey Tax Portal

  • If you see a webpage with a “MyNJ” logo in the header, click the “Tax Portal” link under the Treasury Links section.

  • Confirm that you are in the correct portal. The webpage header should say “New Jersey Tax Portal”, NOT “Premier Business Services” (which is the old portal). 

• From the toolbar, select Profile Information then choose Manage Delegate Users

NOTE: If your toolbar does not have “Profile Information” then you are probably in the incorrect portal. This has caused a lot of confusion with the recent change in portals. Please read the prior steps carefully or watch this video here (skip to 1:00 minute) to ensure you are in the correct portal. 

• Click Add New Delegate and fill in the required fields:

  • Taxually's Email: compliance-usa@Taxually.com

  • Taxually's Registration confirmation number: TU01000112470

  • Taxually's ID: Lumatax

• Click Next

• The next screen shows User Details, where you assign access to Taxually, the Delegate User.

  • Check the box next to your Taxpayer Name

  • Start Date: Enter a date up to 3 years prior to today’s date

  • End Date: Leave this blank to prevent access issues

  • Click Taxpayer Functions:

    • Recommended: Assign all functions (for us to provide the highest level of service)

    • Minimum functions required: “File Returns for all taxes” & “Make Payments for all taxes”

  • Click OK

  • Click Tax Type Authorizations:

    • Check the box next to Sales and Use tax

    • Start Date: Enter a date up to 3 years prior to today’s date

    • End Date: Leave this blank to prevent access issues

  • Click OK

  • Click Save

  • Click Confirm

  • Then confirm that the delegation is complete for New Jersey in the Taxually Jurisdiction Information section.

What happens next

• Taxually will confirm access once you complete the delegation. Most common blocker is the Taxpayer Functions and Tax Type authorization steps. Ensure you have followed these steps correctly.
  

Additional Resources

Watch YouTube Video: How to add New Delegate

Watch YouTube Video: How to edit Taxpayer Functions and Tax Type Authorizations

Need help?

We are here to support you! Please contact us