Oklahoma: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following information from you:

1. Passphrase

2. Zipcode

3. Approve third party access request 

NOTE: This must be done by a user who has permission to manage other users in your Business Account.

Step 1: Provide a Passphrase

• Log in to OkTAP

• For the Passphrase:

  • Click Manage My Profile

  • Click the More tab

  • Click Add Third Party Access link

  • Enter a Passphrase of your choice

  • Click Next, and then Submit

  • Provide Taxually with the passphrase you created

• Click the OKTAP logo to return to the home page 

• For “Which tax account types are you registered for?”, 

  • Reference the accounts listed on the Summary tab

  • NOTE: Please note that Taxually does not currently support Use Tax returns (for purchases). If you have any questions about the options listed, please email us at lumatax@taxually.com.

Step 2: Provide Zipcode

• For Zip Code: Please provide the exact zip code listed under each of your accounts. We are asking you to confirm this information because the registered Oklahoma addresses can often differ from what’s entered in your Taxually profile and can delay onboarding when not confirmed. 

What happens next

• Taxually will send an online access request that will require approval. Once Taxually notifies you that the request is ready for your approval, please follow the steps below. 

Step 3: Approving Third-Party Access

• Log in to OkTAP

• Click My Profile and navigate to the Access To My Accounts tab

• Click the Access Level link for the account type for the account LumaTax has requested access to. This will be greyed out until marked active.

• Select the access level from the drop-down menu (file and pay)

• Click the Active checkbox, and then click Save.

What happens next

• Taxually will confirm if the access is successful or contact you if they require additional information.
  

Need help?

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