Provide Taxually with the following information to complete your Onboarding
Required Information
We will need the following information from you:
- Tax Account ID (format: 12345678-SLS)
- Zipcode
- Amount of one of the last three payments made
Step 1: Tax Account ID and Zipcode
Log in to your business’s ATAP account
Locate your Sales and Use Tax account on the Summary tab
Provide the 8-digit Account Number ending in “SLS” (format: 12345678-SLS)
Enter the Zip Code associated with the address displayed on your Sales and Use Tax account tile. NOTE: If your address doesn’t have a Zip Code, then you can enter “00000” in Taxually
Step 2: Amount of one of the last (3) payments made
Last payment amount (Skip to the next section if you do not have a payment history yet):
From the home page, click the More.. menu tab
Click Manage Payments and Returns
From the Accounts dropdown, select Sales and Use Tax
From the two Show dropdowns, select Payments and Posted
Provide the latest payment amount exactly as shown in ATAP.
For Accounts without a Payment History:
Follow the steps below to create a secondary logon for Taxually. This secondary logon will allow us to support your account until a payment history is established. Once payments have been recorded, we will switch to the standard third-party access request using our designated third-party preparer login.
Create a Secondary Logon for Taxuallay
Click Manage My Profile
Click the More… menu tab
Click Manage Secondary Logons
Click Add
Login ID: Use the Login ID/Username created by Taxually OR
Create a username using your business name and "TA" to help identify which login belongs to which taxpayer
Example: If your business name is "Google," create a username like "GoogleTA"
Name: Michael Glover
Email: compliance-usa@Taxually.com
Type of Access: Third Party Account
Click Next
For Account Access, click Select None, then only select Sales and Use Tax
Click Submit
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
Need help?
We are here to support you! Please contact us
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