Maryland: 3rd-Party Setup

Modified on Tue, 9 Sep at 6:09 PM

Step 1: Finding the Requested Onboarding Information

Log in to MD Tax Connect
Click the SALES AND USE TAX/FILING account link from your listed Tax Accounts.
Effective Registration Date (Required for First Return Filings Only):
- Provide the Effective Date listed in the Account Details section
- Note: Additionally, ensure that the Account Status is “Open”. If it is closed, we will not be able to submit any tax returns.
Filing Frequency:
- Review the cadence of the return periods listed in the Filing Periods section to determine the filing frequency.

Step 2: How to Setup Third-Party Access for Taxually

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

PLEASE NOTE: Maryland provides a visual guide for the third-party setup process, which includes helpful screenshots. If you prefer step-by-step visuals, you can reference the official guide provided by Maryland. However, you must also reference our written guide below, as it contains the specific Taxually information required to grant us the correct permissions and access.

Log in to MD Tax Connect using your business account.
From the main account page, select Profile Information from the menu at the top of the page and click Manage Authorized Users from the dropdown menu
In the Manage Authorized Users page, click the Add New Authorized User button on the right
In the New User Authorization page, enter the following User info for Taxually, then click Next
- User ID: Taxually
- Registration Confirmation Number: TU00000309842
On the User Details page, select the accounts to which you will grant Taxually access (by selecting the checkbox in the first column). For example, you must select the Sales and Use Tax Account for Taxually to submit your SUT returns.
- For the Start Date, enter today’s date or a historic date up to three years prior.
- The End Date is not required.
- Press the “Apply a Template” dropdown box in the “Assignments” column.
  - Select the “Full Access” or the “Payroll Access”
- Then click Save. This will open a New User Confirmation page, detailing all the accounts and functions being granted. Click Confirm to continue.
- You will be returned to the Manage Authorized Users page, and a confirmation message will be visible at the top of the page. A confirmation Email will also be sent to the Account Administrator and to Taxually.
Once all the account assignments have been selected, you will return to the User Details page. Click Save. This will open a New User Confirmation page, detailing all the accounts and functions being granted. Click Confirm to continue.
You will be returned to the Manage Authorized Users page, and a confirmation message will be visible at the top of the page.
- *Note: A confirmation Email will be sent to your business’s Account Administrator and to Taxually.

Additional Resources:

The visual guide provided by Maryland.

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