Maine: 3rd-Party Setup

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

Step 1: Finding the Requested Onboarding Information

• Log in to the Maine Tax Portal

• From the Summary tab, locate your Sales and Use Tax account 
• Enter the 8-digit Account ID located on the Account tile (format: 1234-1234)

• For Filing Frequency, you can confirm this in two ways:

  • 1. By reviewing the cadence of your tax returns

    • From the Summary tab, click the View and File Returns within your Sales and Use Tax account tile 

    • Review the return periods to determine if your filing frequency is monthly, quarterly, semi-annual or annual

  • 2. Locating your "Invitation to the Maine Tax Portal" letter 

    • From the home page, click the More… menu tab

    • Click View Letters

    • Click the Search menu tab and enter a Sent From date before your registration (example: year 1980) and click Search

    • Scroll all the way down and locate your Invitation to the Maine Tax Portal letter

    • Open it and provide us with the “Filing Frequency” at the end of the letter

• Confirm that Third Party Access is enabled in your settings 
  • Click on Manage My Profile

  • Click on the More… tab

  • Click on Manage Third Party Access (under the Access Management tile)

  • Make sure third-party access is allowed and that the default account access is "File Returns and Make Payments." You can correct/update these setting by clicking the links. 

  • Note: These settings determine whether Taxually can request access to your accounts and what level of access is initially granted. If third-party access is not allowed, we will be unable to request access. 

    • If you do not have the ability to confirm these settings, you may not have Master Full Access to your business account. Only the user with Master Full Access can approve our access request.

    • In the meantime, please answer “No” in Taxually to the question: “Have you confirmed that Third Party Access is enabled in your settings?” We will attempt to request access without this confirmation.

    • If we are blocked from submitting the request, please identify the user with Master Full Access or contact Maine Revenue Services to request that your login be updated to have Master Full Access, so that we can be allowed to request access to your Maine tax account.

    • You can confirm what access you have to your business by following these steps:

      • Click on Manage My Profile

      • Click on the More tab

      • Click on Manage My Access (Under the Access Management section)

• For Effective Registration Date (Required if Taxually is filing your first return):

  • Click the Manage Locations link on the Sales and Use Tax “Account” tile
  • Click the link for the appropriate business under the Location Name
  • Provide the Location Start Date as the Effective Registration Date

Please submit this information for Taxually’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. 

Step 2: Approving Taxually's Third-Party Access

NOTE: After you provide your Account ID to Taxually, they 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.

NOTE: This must be done by a user who has permission to manage other users in your Business Account (“Master Full Access”).

• Log in to the Maine Tax Portal

• Click on Manage My Profile

• Click on the More tab

• Click on Pending Third Party Requests (Under the Access Management section)

• Click Accept for Michael Glover (Username: LUMATAX)

  • Note: this is Taxually’s User Account Details

• If asked, select the Access Type as File & Pay

• Click Confirm

• Then, in the Taxually Onboarding (Jurisdiction Information), indicated that you have accepted the third-party access request to notify Taxually that they can review and complete the Onboarding process. 

  • Additionally, Taxually will receive a message from the DOR once you approve the request for access.

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