Iowa: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

• Permit Number (Format: 9-99-999999)
• IDR ID (Format: 0000000000) 
• Verification (payment amount OR mailed TAP access code if no payment information available)

Step 1: Provide Your Permit Number and IDR ID

• Log in to GovConnectIowa

• 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)

NOTE: The remaining onboarding steps depend on whether you have a payment history for your account. Please follow the relevant instructions below.

Step 2: Verification Information

For Customers with a Payment History: Provide Previous Payment amount AND Letter ID

If you have a payment history with your Sales and Use Tax account, please provide these two additional pieces of information. This will bypass the need 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.

For Customers WITHOUT a Payment History: Provide the mailed TAP Access Code

A TAP Access Code will be requested by Taxually and mailed to you. Please provide the access code once it arrives.

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