Iowa: 3rd-Party Setup

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 (Retial) 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 (Retial) 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

• Effective Registraiton Date

  • 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 responsen 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. 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 and IDR_ID.

• This will trigger a Letter with an Access Code to be mailed to your business location. The letter will arrive in 5-10 business days.

• Taxually will inform you 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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