Indiana: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

• Confirm Business Name
• Approve Taxually's Access Request

Step 1: Locating the Business Name

• 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. 

NOTE: 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. 

What happens next

• Taxually will submit this information 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

What happens next

• 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