How to Add Taxually as a User
PLEASE NOTE: This must be done by a user with permission to manage other users on your Business Account.
Log into tax.ny.gov using your business account
Optional: Click the Tax Services tile
Click the Services menu
Select User Summary from dropdown menu (Only available to the account's business master administrators)
Click Add User
Enter the following User Details:
First Name: Michael
Last Name: Glover
Email: compliance-usa@taxually.com
Phone: 917-273-6326
Username*: [Your Business Name]Taxually
Example if your business name is "Google" then use:"GoogleTaxually"
Password*: [Create a 14 character password]
*Note: Copy and paste the username and password you created into the Taxually New York onboarding requested information.Click Save & Continue
User Permissions Page:
Authorize this user to perform all current & future services on this account? Select No.
Select Payments, bills and notices
Select Sales Tax - File and Pay
Select Respond to department notice
Optional: Registrations and account updates
Note: To see the itemized list of activities per category, select the arrow to the left of the category.
Click Save & Continue
Administrative Rights Page:
Manage users: Select not manage users
Manage tax professionals: Select not manage tax professionals' access to tax info
Select Save & Continue
You will see a green check mark/message saying you have successfully assigned administrative rights to GLOVER, Michael.
Once complete, you must enter the username(s) and temporary password(s) created on the Taxually New York Onboarding page.
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