Note: Please reference the Outline of the Iowa Onboarding Process at the end of this guide to understand the workflow. But first, you should provide Taxually with the information required for the first step of the third-party access request.
Step 1: Provide the Following Required Onboarding Information
Log in to GovConnectIowa
From the Summary page, locate your Sales and Use (Retail) account
Indicate in the Taxually Onboarding if you are registered for a Sales and Use account or a Sales and Use Retail account
Provide the Account (Permit) Number
Find the 9-digit Account (Permit) number (format: 0-00-000000) listed under the word “Account” on the Sales and Use (Retail) account tile
Provide the IDR ID:
Find the "IDR ID" Listed under the business name (10-digits, format: 0000000000)
Filing Frequency
Click File, Amend, or View Returns within the Sales and Use (Retail) account tile
Review the return periods listed to determine your filing frequency
Note the date of your very first return filed, as this may correspond to your Effective Registration Date
Click back to return to the home page
For Customers with a Payment History:
If you have a payment history with your Sales and Use Tax account, please provide these two additional pieces of information. This will expedite the onboarding process by allowing Taxually to obtain immediate third-party access, eliminating the need to wait 5-10 business days for a mailed access code.
Previous Payment Amount
From the home page, click the I Want To… menu tab
Under the Quick Links tile, click the Returns and Payments Dashboard link
From the Accounts dropdown, select your sales and use tax account (ensure this is the account type you selected in Taxually)
From the Show dropdown fields, select Payments and Posted
Then copy and provide Taxually with the latest payment amount displayed
Letter ID
From the home page, click the I Want To… menu tab
Click View Letters under the Correspondence tile
Open the most recent letter in your Inbox for your Sales and Use tax account.
If there aren’t any letters in your Inbox, click the Search menu tab
Click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search
Open the most recent letter (top of the list) for your Sales and Use tax or Sales and Use Tax Retail account.
Copy the Letter ID from the header (format: L1234567890)
*Note: If you do not have any letters available, you can send a message to request one. This is recommended for international businesses that are not located in the United States or businesses that do not have access to checking their mail easily.
How to request a letter ID:
Click Back
Under the I Want To.. menu tab, click Send a Message in the Correspondence tile
Click on your Sales and Use tax related account (Sales and Use or Sales and Use Retail)
Click on This message doesn’t concern a specific period
Click Other then copy the following template message
Subject: Request for a Letter ID
Message: Hello, I would like to request a Letter ID for my Sales and Use Tax account for my third-party provider to use to request third-party access to my sales and use tax account. Thank you.
Note: You should log back in tomorrow to check for a message response and/or a new issued letter. Then enter the Letter ID in Taxually.
(Optional) Effective Registration Date
*We only need to know your registration date if it is specifically requested.
Your effective registration date can typically be found in your registration confirmation documents provided by the Department of Revenue.
This date should align with the first return available online for your tax account (as explained in the Filing Frequency section above)
If you cannot locate this date: We recommend contacting the Iowa Department of Revenue to confirm your effective registration date. You can do so by following these steps:
Electronically:
Click the I Want To… menu tab
Click the Send a Message link
Select the Sales and Use (Retail) account
Select the first return period
Select Account as the message type
Template Subject: “Effective Date of Registration Confirmation”
Template Message: “Can you please confirm the effective registration date for this sales and use tax account?”
*Note: then regularly login to check for a response message.
By Phone:
The registered officer or an authorized representative can call Iowa at 1-515-281-3114 to request the effective registration date over the phone.
Submit this information to Taxually for Review
Note: You will not be able to provide a TAP Access Code at this time. This will be provided in Step 2 of the third-party access request (if necessary). Please see the next steps for further details.
Step 2: Provide the Mailed Access Code
Access Code - We’ll help you get this code through the Iowa access request process. Please reference the next sections to know when it should be provided.
Outline of the Iowa Onboarding Workflow
Step 1: Taxually will complete the initial online Access Request
Taxually will request online access to your Account using your Account Type, Account Number, IDR ID and one of the following two options below.
Option 1 (Expedited - With Payment History): If you have a payment history, we will also enter your latest Payment Amount and Letter ID to obtain immediate third-party access. This allows us to skip the mailed access code process entirely, and you can proceed directly to filing setup.
Option 2 (Standard - Without Payment History): If you do NOT have a payment history, our access request will trigger a Letter with an Access Code to be mailed to your business location. The letter will arrive in 5-10 business days, and we will need to wait for this code to finalize access.
Taxually will inform you which option applies to your account and, if applicable, when the letter has been initiated and when you should expect to receive it. Please keep an eye out for this letter.
Step 2: Enter the Access Code:
When you receive the letter in the mail , please provide/submit the Access Code to Taxually.
Step 3: Taxually will complete the final online Access Request
Taxually will complete the second step of the online access request with the Access Code you provide.
Taxually will confirm if the access is successful or contact you if they require additional information.
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