Please read the information for one of the options below, depending on whether or not you have linked your tax account(s) to a MyTax Missouri Account.
Option 1: MyTax Missouri Account Holders
Finding the Required Onboarding Information
Log in to Missouri’s MyTax
Note: We recommend setting up a MyTax account with Missouri if you haven't already. This allows us to view your account status and filing history, helping us ensure better compliance and catch any potential issues early. Without a MyTax account, we'd need to use guest filing, which limits our ability to monitor your account and provide the best service.
Reference the Tax Accounts listed on the home page. Do you have access to all of the registered Tax Accounts that you wish for Taxually to file returns for? Please indicate in the Taxually onboarding page.
For each registered tax account, provide the following information:
MOID - copy the 8-digit MOID (Account ID) for each account type and enter in Taxually in the corresponding question.
Filing Frequency:
From the home page, click on the tax account
Reference the Filing Periods chart at the bottom of the Account Sumamry
Reference the Period Start Date and Period End Date of the filing periods to determine the filing frequency
Enter the filing frequency for the corresponding account in Taxually
Effective Registration Date:
From the home page, click on the tax account
Reference the Effective Date in the Account Details. Enter this date as the Effective Registration Date for the corresponding tax account in Taxually, formatted as MM/DD/YYYY
How to Grant Taxually Third-Party
PLEASE NOTE: This must be done by the user with the Administrator role in MyTaxes.
Missouri provides a video guide for the third-party setup process, which includes helpful screenshots. If you prefer step-by-step visuals, you can reference the video. 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 website
From the main account page, select Profile Information from the top menu and click Manage Authorized Users from the dropdown
On 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 you want to grant Taxually access to (checkbox in the first column)
For the Start Date, enter today’s date or a historic date up to three years prior.
Leave the End Date blank (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.
Option 2: For Non-MyTax Missouri Account Holders
How to Create a MyTax Missouri account
Important Information before you begin:
The account must be created with the registered officer’s information.
You must know:
Registered officer’s name
Last 4 digits of their SSN
Date of birth
You must also have the following account information:
FEIN
MOID (8-digit Account ID)
PIN (4-digit PIN)
Go to Missouri’s MyTax to create an account for your business
Note: you can watch this YouTube video for a visual demonstration of how to create your MyTax Missouri account.
Complete the user account setup prompts
Important: Use the registered representative/officer’s name, as you will need to enter their SSN and Date of Birth for identity verification.
Important: Save the Registraiton Confirmation Number, security questions/answers and login credentials.
After logging in with your new password, you will be prompted to Complete Your MyTax Missouri Account.
Click the “Manage Accounts” link
Follow the prompts to complete the account verification information
Finding the Required Onboarding Information
Please attempt to set up a MyTax account if possible.
Note: We recommend setting up & obtaining access to a MyTax account with Missouri if you haven't already. This allows us to view your account status and filing history, helping us ensure better compliance and catch any potential issues early. Without a MyTax account, we'd need to use guest filing, which limits our ability to monitor your account and provide the best service.
Filing Frequency:
The filing frequency for each tax account can be found in your welcome letter from the Missouri Department of Revenue or on copies of your returns.
Or a registered member, officer, POA, MOA, or authorized representative on file can contact Missouri to request this information by emailing businesstaxregister@dor.mo.gov or calling 573-751-5860
Effective Registration Date:
The filing frequency for each tax account can be found in your welcome letter from the Missouri Department of Revenue or on copies of your returns
Or a registered member, officer, POA, MOA, or authorized representative on file can contact Missouri to request this information by emailing businesstaxregister@dor.mo.gov or calling 573-751-5860
PIN:
The PIN can be found on your welcome letter from the Missouri Department of Revenue, which includes your MOID tax ID number and 4-digit PIN.
If you do not have access to this letter, then a registered officer or authorized representative (POA) can use the DORA CHAT features on the Missouri Department of Revenue website to request the PIN.
Required verification details for PIN retrieval:
General Business Details:
Legal Business Name
Mailing Address (including the country)
Email*
Phone Number*
*If the registered Email and phone number are not known, the Officer can update them via chat
The Officer Details:
First and Last Name
Last 4 of SSN
Birthday
The POA:
Full Name
Email
Phone
Note: If we need to complete a POA for Taxually, processing may take 1–5 business days before we can obtain the PIN. If you can provide the officer’s info, we may be able to obtain it more quickly without waiting for the POA to be processed.
Additional Resources:
YouTube video: How to grant third party access (Manage Authorized Preparers)
YouTube video: How to create a logon with MyTax (How to Create a MyTax Missouri Account)
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