Follow these simple steps to allow Taxually to file tax returns for your company.
How to Grant Taxually Third-Party Access to Your Account
Important: This process must be completed by a user who has permission to manage other users on your Business Account.
Log in to WYIFS
Click the Login Account Management link
Click Manage Sub Account Users
Click Add a Sub Account User and choose which modules that person has access to
Create a Username
Create a username that combines your business name and "Taxually". This helps us identify which login belongs to which taxpayer
Example: If your business name is "Google," create a username like "GoogleTaxually"
Provide this Username to Taxually in the Wyoming Onboarding section
Create a Password and re-enter the Password
Provide the Password to Taxually in the Wyoming Onboarding section
Set Security Question:
Select “What is your favorite hobby?” for the password question
Enter "Running" as the answer
Enter Contact Information:
Email Address: Enter compliance-usa@Taxually.com and re-enter the Email Address
Contact Name: Enter Michael Glover
Contact Phone: Enter 917-273-6326
Configuring Module Access:
For the Sales/Use Tax Module, make sure the following options are selected:
Grant Access
Submit Returns
Make Payments
For other modules, you may add additional access as needed or select "Deny Access"
Under Assigned Licenses, select the checkbox next to your Business tax account number
Before finishing, enter the following information in the Wyoming Onboarding section for Taxually:
Username - the Username you created for Taxually
Password - the Password you created for Taxually
Your login PIN - the 5-digit PIN you use to login to your account
Click Create New Sub Account User to submit/create the new sub account user
Finding the Required Onboarding Information
Log in to WYIFS
For Filing Frequency:
From the home page, click the Sales/Use Tax tile
Your Sales/Use license will be listed with the Filing Frequency clearly defined in the chart
For the Effective Registration Date:
Click the License Number link
Click License Management
Click Print License Certificate
Locate the Business Start Date at the top of the license - this is your Effective Registration Date
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