Kentucky: 3rd-Party Setup

Finding the Required Onboarding Information

• Sign in to the KY MyTaxes Portal 

  • If you do not have a MyTaxes account and need to create a login for your business, you can follow the instructions in this guide: How to Create an Account

• Click the Sales and Use Tax/Sales and Use Filing Account listed under “Tax Account” on the Home page

  • *Note: If you don't have a Sales and Use Tax account linked to your login, follow the steps in this guide: How to Associate (Link) Accounts with PIN

  • *Note: We typically don't support returns for the Consumers Use Tax account. If you're registered with the Consumer's Use Tax account, please email Taxually to confirm if we can support this for you

• Account Information: After you click on the Sales and Use Tax account, you'll find the following information we need (under the Account Details section):

  • Business Name: Confirm if the registered “Taxpayer Name” is the same as the legal business name you provided in the Business Details section for Taxually. If it is different, please provide Taxually with your registered KY Taxpayer (Business) Name.

  • Account ID (9-digit number)

  • Effective Date - please enter this as your Effective Registration Date

  • Account Status - please email Taxually if your account is closed, as we may need to resolve this before continuing onboarding

  • Filing Frequency - reference the Filing Periods chart at the bottom of the Account Summary page.

• Account Validation Choose one of these validation methods:

  • Option 1: Gross Receipts Amount (recommended if you've filed returns)

    • Provide the "Total Receipts" amount from line 1 of your most recently submitted return

    • To find this online:

      • Click the Transactions menu tab

      • Click File a Form

      • Account Type: Select your Sales and Use Tax account

      • Form Type: Select Sales and Use Tax Worksheet (note: this may vary by taxpayer)

      • Return Type: Select Amended Return

      • Period End Date: Select your most recent return period

      • Click Next

      • Reference Line 1 Total Receipts and provide the exact amount

  • Option 2: PIN (only if you haven't filed returns yet)

    • Use the 10-digit PIN from your registration confirmation documents

    • This is the same code you used to link your tax account to your Kentucky MyTaxes account

    • Note: PINs expire after 90 days, so only choose this method if you haven't submitted any returns yet

    • If you don't have your PIN, leave it blank and we can request a new one (this may take up to 10 business days)

Need help?

We are here to support you! Please contact us