Provide Taxually with the following information to complete your Onboarding
Required Information
We will need the following information from you:
Account ID
Letter ID
Step 1: Provide Your Account ID
Log in to MS TAP
Account IDs (per tax type):
Your registered tax accounts will be listed on the Summary tab
Provide the 8-digit account IDs under each “Account” tile for each tax account (format: 1234-1234)
Step 2: Provide Your Letter ID
Letter ID (per tax type):
Click the More Actions tab
Click the View Letters link
Pay attention to the Account ID column (if you have multiple tax accounts) because you need to provide the most recent Letter ID for each tax account (Sales Tax and Use Tax)
Open the most recent letter and copy the Letter ID from the header (top-right corner).
The ID begins with an "L" followed by a 10-digit number.
If the first letter you opened doesn’t have a Letter ID, continue to open other letters you find a Letter ID. Letter ID’s
What happens next
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
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