Wisconsin: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

We will need the following information from you:

1. Confirm Business Name

2. Wisconsin Tax Number (format: 123-1234567890-12)

3. Tax Due Amount from recently submitted return, if applicable.

Step 1: Confirm Business Name

• Log in to your Wisconsin My Tax Account

• For Business Name, 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 Business Name in Wisconsin.

Step 2: Provide Wisconsin Tax Number

• Reference your Sales and Use Tax account tile on the Summary tab of your Dashboard for your 15-digit Wisconsin Tax Number (format: 123-1234567890-12)

• If you have indicated that you have submitted a sales and use tax return, you will need to enter the Total Tax Due from one of the three most recently submitted tax returns. 

  • Click File/Pay/View Returns (within the Sales and Use Tax account tile)

  • Click View or Amend Return for one of the three most recently submitted tax returns

  • Click the Print Link

  • Find the Total Tax/Amount Due line (line 25) and enter the exact amount in Taxually

What happens next

• Taxually will complete third party access using the information you provided

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

Need help?

We are here to support you! Please contact us