Indiana: 3rd-Party Setup

Modified on Fri, 8 Aug at 12:48 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.

Locating the Requested Information

  • Log in to the INTIME account

  • Locate your Sales 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 MA Business Name for your Sales Tax account.

    • Reference the Filing Frequency, detailed under the Sales account tile. 

  • For Effective Registration Date

    • Click the All Actions menu tab

    • Click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search

    • Scroll all the way down and locate your VBTA - Verification of Business Tax Account Information letter. 

    • Open it and provide us with the “Date Issued”. This is your Effective Registration Date.

Approving Taxually’s Access Request

Important: You have only 14 days to approve the request before it expires.

  • Log in to the INTIME account

  • Click the Requires Attention (tab) page

  • Click the Open power of attorney access hyperlink

  • Click on the Manage Power of Attorney access hyperlink

  • The name of the tax practitioner (Michael Glover), the preparer's company name (LumaTax), and a list of business tax accounts will appear with the options to approve access to all accounts, reject access to all accounts, or provide access to select accounts

  • Click Approve All

  • Click Submit

  • Confirmation that access has been granted to LumaTax will be provided and can be printed (or saved as a PDF) for your records

Need help?

We are here to support you! Please contact us


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