Michigan: 3rd-Party Setup

Important Note Before You Begin

Unlike most states, Michigan’s MTO system does not follow a standard format when requesting third-party access. The questions we are asked vary each time we initiate or retry access. These may include (but are not limited to):

• A list of all registered tax types

• Filing frequency (for the SUW return)

• Business ownership type

• Legal business address
  
  

• Business phone number
  
  

• Line-item data from a previously submitted annual 5081 return
  
  

• Other miscellaneous details
  
  

Because of this, we are asking you to help us by carefully verifying and providing the most commonly requested details up front. Do not guess. Please reference the exact information in your MTO account to reduce delays and errors.

What You Need to Do

• Log in to your MTO business account

• Click on Manage Business Registration under the Registration Services section on the Dashboard

  • Select the Business Name you are onboarding with Taxually

  • Under the Business Information section displayed, provide the following information in Taxually:

    • FEIN

    • Registered Tax Types (Select all that are listed)

    • Legal Address

    • Business Phone Number

  • Then in the side menu bar, click Business Details under the Manage My Business section

    • Reference the Business Ownership Type displayed in the Basic Business Details and select the corresponding ownership type in Taxually.

    • Then click Cancel or the back button

• Now you need to navigate to your Sales Tax details. You can do this by either clicking:

  • Under Other Access Rights, click the Sales, Use and Withholding Tax button. if this is not available for you here then..

  • Click the Home icon, then click on Sales, Use, and Withholding (SUW) Tax under the Tax Services section, then select the Business Name you are onboarding with Taxually.

• Under the side menu bar, click the File and Pay a Tax Return link

• In the Required Returns table, reference the filing frequency for the sales and use tax account(s). 

  • Enter the filing frequency for your sales and use tax return in Taxually.

  • *Note, there will always be an annual 5081 return due. Do not select annual as the filing frequency unless you submit your 5092 returns on an annual basis also. If you are unsure, you can confirm this by reviewing your filed returns. 

• Then, in the side menu bar, click View and Print Field Returns under the File & Pay Options section to confirm if you have submitted any annual 5081 returns. 

  • In the Return Type dropdown field, select Annual Filings 

  • In the Tax Year dropdown field, select the prior year

  • If there is an “Annual” return for Sales and Use tax account(s), please click the confirmation link to download the return and confirm that it is a 5081 Form (in tiny font on the top-left-hand corner of the page headers). If so, please upload a copy in Taxually (or email a copy to lumatax@Taxually.com AND inform us that “this is the requested annual 5081 return for my Michigan subscription”.) 

If you carefully followed all of these instructions when answering the Michigan onboarding questions in Taxually, then please confirm this with the confirmation question asking you to confirm if you were able to verify all these questions in MTO. 

Why This Matters
If we submit incorrect answers:

• The request will fail

• When we try again, the questions change unpredictably

• We may be asked for new, unprovided information

• Eventually, we may be forced to request a mailed access code, which significantly delays onboarding
  
  

What To Double Check

Before submitting anything to us, please ensure:

• All details exactly match what is listed in your MTO portal

• You’ve pulled the information directly from your business account, not memory or assumptions

• You’ve provided the most current and accurate values

Need help?

We are here to support you! Please contact us