Indiana: 3rd-Party Setup

Step 1: 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.

*NOTE: Taxually will use the Business Name provided in your Business Details in Taxually unless you inform us otherwise (via email). The third-party access request will be unsuccessful if we do not use the exact Business Name associated with your Sales Tax Account. Therefore, please review this carefully. 

Please submit this information for Taxually’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below.  

Step 2: 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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