Massachusetts: 3rd-Party Setup

Step 1: Confirming the Registered Legal Business Name

• Log in to MassTaxConnect

• Locate your Sales Tax account

• For Filing Frequency, provide the filing frequency that is listed on the “Account” tile under 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.

  • You can do this by emailing lumatax@taxually.com

  • Template subject: US Onboarding – Massachusetts

  • Template message:
    Hello, my registered Legal Business Name is different in Massachusetts from the Business Name provided in our Business Profile in Taxually. Our registered Legal Name in Massachusetts is [Business Name]. Please use this business name when submitting our third-party access request in MassTaxConnect. Thank you.

*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. 

Please submit this information for Taxually’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below.  

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

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