Texas: 3rd-Party Setup

Follow these simple steps to allow Taxually to file tax returns for your company:

Required Information

We will need the following information from you:

1. 11-digit Taxpayer Number

2. Texas Webfile Number (format: RT + 6 digits)

3. Filing Frequency 

4. Effective Registration Date (only required for new registrations)

Important: The instructions for finding this information will depend on whether you have a new registration (without return submission history) or an existing registration (with return submission history). Please follow the specific instructions that apply to your situation below.

Access Your Account Information Online (All Taxpayers)

• Log in to Texas Webfile eSystems

• Your Sales and Use Tax account will be displayed on the home page in the My Taxpayer Accounts section. 

• For Texas Taxpayer Number, provide the 11-digit Taxpayer/Vendor # 

• For Filing Frequency:

  • Click the Taxpayer Number

  • Click File Original Return then Continue

  • Reference the Period Ending dates of the available returns to determine the filing frequency.

  • *Note: Your filing frequency will also be defined in the registration confirmation documents received from the Texas Comptroller

• Enter your company's Texas Webfile Number (format RT followed by 6-digits)

  • The process for obtaining this number depends on your registration status:

For NEW Texas Registrations (No Return Submission History):

• What you’ll receive by mail - Texas Comptroller will mail the following registration confirmation documents containing the detailed information you need:

  • Texas Sales and Use Tax Permit containing:

    • 11-digit Taxpayer Number

    • Effective Registration Date - labelled as your “First business date of location”

  • A blank pre-printed return/filing notice containing:

    • Webfile Number - usually printed on the very top of the return (format: RT123456)

If you have not received the blank return in the mail yet

• How to Obtain Your Texas WebFile Number:

  • Email Texas: Use this option if you do not have any payments over $0:

    • Email: Webfile.Help@cpa.texas.gov 

    • Subject: Request for Texas WebFile number 

    • Include these details for verification: 

      • Business name

      • FEIN

      • 11-digit Taxpayer Number

      • The email address associated with your Texas Webfile eSystems logon

For EXISTING Texas Registrations (With Return Submission History):

• How to Obtain Your Texas WebFile Number:

  • Call the Texas Webfile Hotline: This is the fastest option (takes 3-5 minutes) 

    • Phone: 1-800-442-3453 (available 24/7)

    • Have ready: 

      • Your two most recent sales and use tax payments

      • OR the Total Sales amount from the last two returns

      • *Sometimes the details for your most recently submitted return isn’t recognized yet. If so, try providing the details from your second most recently return.