Missouri: 3rd-Party Setup

Modified on Tue, 22 Jul at 12:48 PM

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

PLEASE NOTE: Missouri provides a visual guide (a video) for the third-party setup process, which includes helpful screenshots. If you prefer step-by-step visuals, you can reference the YouTube video provided by Missouri. 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 Missouri’s MyTax
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: Lumatax1
- Registration Confirmation Number: 9901006212343
Click Next
On the User Details page, select the business to which you will grant Taxually access (by selecting the checkbox in the first column).
- For the Start Date, enter today’s date or a historic date up to three years prior.
- The End Date is not required.
- (Option 1 of 2) Template Option - The easiest option to assign our third-party access rights is to assign a template:
  - Press the “Apply a Template” dropdown box in the “Assignments” column.
  - Select the “Full Access” or the “Payroll Access”
  - *Note: You can now skip the “Manual Option” steps if you applied a template.
- (Option 2 of 2) Manual Option - Alternatively, you can manually assign specific access rights to Taxually:
  - Press the Taxpayer Functions dropdown in the “Assignments column”. These functions are functions associated with your business, not a specific tax account.
    - On the Authorized Taxpayer Functions page, check the box at the top left under the word Assign to assign all functions, then click Ok.
    - Note: You can deselect any business functions you do not foresee needing Taxually’s assistance with.
  - On the User Details page, click the Tax Type Authorizations button in the “Assignments” column
    - Check the box(es) for the sales and use tax related tax types (tax accounts) that you would like to authorize Taxually to access.
      - Example: The Sales Tax and Vendors Use Tax accounts.
    - Enter the Start Date used earlier for each tax type
    - Per selected tax type, select the Tax Type Functions dropdown in the Assigned Functions column to ensure we have the necessary functions to manage your return submissions.
      - Example: Select File Returns and Pay Returns
      - Note: You can select any tax additional functions you think you may want Taxually’s assistance with in the future.
    - Click OK
- 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.
  - *Note: A confirmation Email will be sent to your business’s Account Administrator and to Taxually.

Additional Resources:

The YouTube Video provided by Missouri.

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