Michigan: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

⚠️NOTE: 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):

1. Registered Tax Types
2. Legal Address
3. Business Phone Number
4. Business Ownership Type (LLC, LLC-Partnership, C-Corp)
5. Filing Frequency
6. A copy of your prior-year annual 5081 return (if filed)

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.

Step 1: Provide Your Business Registration Details

• Log in to your MTO 

• Under Registration Services, click on Manage Business Registration 

• 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

Step 2: Provide Your Business Ownership Type

• In the side menu bar, click Business Details under the Manage My Business section and share the corresponding ownership type with Taxually.
• Then click Cancel or the back button

Step 3: Provide Your Filing Frequency

• Under Other Access Rights

  • click Sales, Use and Withholding Tax, or 

  • click the Home icon, then click Sales, Use, and Withholding (SUW) Tax under Tax Services and select your business name

  • In the side menu, click File and Pay a Tax Return

  • In the Required Returns table, find the filing frequency for your sales and use tax account

NOTE: An annual 5081 return is always due in Michigan. Only select Annual as your filing frequency if you also file your 5092 returns annually. If you’re unsure, review your filed returns to confirm.

Step 4: Share Your Annual 5081 Return (if filed)

• In the side menu, under File & Pay Options, click View and Print Filed Returns

• Set Return Type to Annual Filings and Tax Year to the prior year

• If an Annual return is listed for your sales and use tax account:

  • Click the confirmation link to download the return

  • Confirm it is a Form 5081 (shown in small print in the top-left corner of the page header)

  • Email a copy to lumatax@Taxually.com with the message: “Attached is the requested annual 5081 return for [Business Name]’s Michigan subscription.”

Step 5: Confirm your answers

Before submitting, make sure every answer exactly matches what is shown in your MTO account and answer Yes if you followed the steps above and verified each answer in MTO.

NOTE: If incorrect answers are submitted, the request will fail. When Taxually attempts again, the questions change unpredictably and we may be asked for new, unprovided information. Potentially forced to request a mailed access code, causing significant delays.

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