Vermont: 3rd-Party Setup & POA Instructions

Follow these simple steps to allow Taxually to file tax returns for your company.

Finding the Required Onboarding Information

• 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.

• Click Manage My Profile

  • Provide Taxually with the Email Address and Phone Number associated with your business acocunt or an email that the Vermont Department of Taxation (DOT) can contact to confirm Taxually's access request. 

Note: After you confirm this information with Taxually, they will send an online access request that will require your approval and a drafted Power of Attorney (POA) that must be submitted to Vermont. Once Taxually notifies you that the POA is ready for your completion, please follow the steps below.

Step 1: Approving the Third-Party Access Request

PLEASE NOTE: This must be done by a user that has permission to manage other users on your Business Account.

• 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

Step 2: POA Completion

• Download the Power of Attorney Draft file provided by Taxually

• Part A: Review the Taxpayer Information

• Print the POA (If all information is approved)

• Part D: Please have the corporate office sign by hand with a pen. Please ensure all fields are completed (signature, date, title)

• Scan the signed POA and email the copy to Taxually at lumatax@taxually.com along with a confirmation of what date you mailed the POA. 

• Mail the POA: You must mail the original POA (with wet signature) to the VT address on the bottom of the POA.

• Please inform Taxually of the date you mailed the POA.

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