Massachusetts: 3rd-Party Setup

How to complete your Onboarding

Required Information

We will need the following information from you:

1. Confirm the Business Name

2. Approve Taxually's Access Request

Step 1: Confirming the Registered Legal Business Name

• Log in to MassTaxConnect

• Locate your Sales Tax account

• Also, please confirm whether the registered *Business Name" in Massachusetts matches the legal business name you provided in the Business Details section of your Taxually profile. If it is different, please provide Taxually with your registered Massachusetts Business Name for your Sales Tax account.

NOTE: Taxually will use the Business Name provided in your Business Details in Taxually unless you inform us otherwise (via email). The third-party access request will be unsuccessful if we do not use the exact Business Name associated with your Sales Tax Account. Therefore, please review this carefully.

What happens next

• Taxually will submit an online access request for you to view and approve.

Step 2: Approving Taxually’s Access Request

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

• Log in to MassTaxConnect

• Select the Manage My Profile hyperlink in the top right section of the panel

• Select the More… tab and then the View Access Requests from Third Parties hyperlink in the Third Party Access panel

• Select the Approve hyperlink for the request

• Select the check box in the Give Rights column

• Select the access type in the Granted Rights column (File and Pay)

• Taxually will receive a message from the DOR once you approve the request for access

What happens next

• Taxually will confirm if the access is successful or contact you if they require additional information.
  

Need help?

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