Idaho: 3rd-Party Setup

Note: Please reference the Outline of the Idaho Onboarding Process at the end of this guide to understand the workflow. But first, you should provide Taxually with the information required for the first step of the third-party access request.

Step 1: Provide the Following Required Onboarding Information

• Log in to Idaho TAP

• Locate your “Sales & Use Tax” account listed on the Summary tab. 

  • 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 Business Name in Idaho.

  • Forthe Idaho SUT Account ID, please provide the 11-digit account ID (format: 123456789-12) listed on the Account tile. 

• Filing Frequency:

  • Click File/View Returns within the Sales & Use Tax account tile

  • Review the return periods listed to determine your filing frequency

  • Note the date of your very first return filed, as this may correspond to your Effective Registration Date

  • Click back to return to the home page

• How to Manage Third-Party Access Settings

  • Click the Manage My Profile link in TAP

  • Click the More tab

  • Click Manage Third Party Access in the panel labelled Access

  • Make sure the settings are as follows:

  • Allowed: Yes

  • Default Account Access: File returns and make payments

  • *You can change these settings by clicking the links

• Effective Registration Date (Required for First Return Filings Only):

  • Your effective registration date can typically be found in your original registration application or registration confirmation documents

  • This date should align with when you filed your first sales and use tax return

  • If you cannot locate this date: We recommend contacting the Idaho State Tax Commission to confirm your effective registration date. You can do so by following these steps:

    • Click the Contact Us button in the uppermost menu bar (within the TAP website)

    • Scroll down to the Submit a question section and click the Sales/Use & Withholding button

    • Fill out the email form. When asked what your question is, ask, “Can you please confirm what the Effective Registration Date is for this account? Thank you.” 

• Submit this information to Taxually for Review

  • Note: You will not be able to provide a TAP Access Code at this time. This will be provided in Step 2 of the third-party access request. Please see the next steps for further details.

Step 2: Provide the TAP Access Code 

• TAP Access Code - We’ll help you get this code through the Idaho access request process. Please reference the next sections to know when it should be provided. 

Outline of the Idaho Onboarding Workflow

Step 1: Taxually will complete the initial online Access Request

• Taxually will request online access to your Account using your FEIN, Legal Business Name, and Account ID.

• This will trigger a Letter with an TAP Access Code to be mailed to your business location. The letter will arrive in 5-10 business days.

• Taxually will inform you when the letter has been initiated and when you should expect to receive it. Please keep an eye out for this letter.

Step 2: Enter the TAP Access Code:

• When you receive the letter in the mail, please provide/submit the TAP Access Code to Taxually.

Step 3: Taxually will complete the final online Access Request

• Taxually will complete the second step of the online access request with the TAP Access Code you provide.

• Taxually will confirm if the access is successful or contact you if they require additional information.

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