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 (Required for First Return Filings Only):
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
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