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 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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