New Mexico: Onboarding Guide & POA Instructions

PLEASE NOTE: This must be done by the user with an Administrator role for the business in the New Mexico TAP portal.

• Log in to NM TAP

• Click the Manage My Profile link

• Click the More Profile Options… menu tab

• Click Manage Third Party Access under the Access Management tile

• Confirm that the settings are set to:

  • Allowed: Yes

  • Default Access: Standard

  • Default Account Access: File Returns and Make Payments

• Click the Add link

• Click the Next button

• Enter Taxually’s email in the Other Taxpayer’s Logon field: “compliance+1@lumatax.com”

• Click the Add/Edit Account Access button

• Click Add an Account

  • For Account Type, select Gross Receipts Tax (GRT)

  • For Access Level, select Administrator (Account Admin) or File Returns and Make Payments

  • Click the Add button 

• The follow the prompts to Submit the access set up

How to Confirm What Access Type You Have

If the above instructions are not available for you, then you most likely do not have the required Administrator role that is required to grant Taxually third-party access to your tax accounts. You can confirm this by:

• Log in to theNM TAP

• Click the Manage My Profile link

• Click the More Profile Options… menu tab

• Click Manage My Access under the Access Management tile

You will need to have “Administrator” access as the General Access type for the business