Massachusetts: 3rd-Party Setup

Modified on Fri, 8 Aug at 12:50 PM

Note: After you confirm your registered business name for Taxually, they will send an online access request that will require approval. Once Taxually notifies you that the request is ready for your approval, please follow the steps below.

Confirming the Registered Legal Business Name

  • Log in to MassTaxConnect

  • Locate your Sales Tax account

  • Confirm if the registered Business 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 MA Business Name for your Sales Tax account.

Approving Taxually’s Access Request

PLEASE NOTE: This must be done by a user that has permission to manage other users on 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

Need help?

We are here to support you! Please contact us


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