Vermont: 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 Legal Business Name

2. Confirm Email and Phone

3. Approve Taxually Access Request

Step 1: Confirm Business Name, Email and Phone

• Log in to myVTax
  • Locate your Sales and Use tax account on the Summary tab
  • For Business Name, confirm if the registered Business Name listed on your Sales and Use tax account tile 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 Vermont.
  • NOTE: Taxually will use the Business Name provided in your Business Details in Taxually unless you inform us otherwise. 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. 
• For Email Address and Phone Number
  • Click Manage My Profile
  • Provide Taxually with the Email Address and Phone Number associated with your business account or an email that the Vermont Department of Taxation (DOT) can contact to confirm Taxually's access request. 

Step 2: Approving the Third Party Access Request

• Log in to myVTax

• Click on the Action Center Tab

• Click on Manage 3rd Party Access

• Confirm the request is from LUMATAX INC. then click Next

• Confirm the taxpayer details for your Sales and Use Tax account and click Next

• Review the settings then click Accept, then Submit

• Optional Print the access confirmation and save to your records

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