Finding the Required Onboarding Information
PLEASE NOTE: The third-party access setup must be completed by a user who has permission to manage other users on your business’s MAT account.
Log in to MAT
Confirm Third-Party Access is enabled:
Click the Manage My Profile link
Click the Other Actions tab
Click the Manage third-party access to my accounts link in the Access Management Section
Change the settings to the following:
Allowed: Yes
Default Account Access: File & Pay
Third Party Password
If no password exists: Create a new third-party password and enter it in the Taxually onboarding process
If a password already exists: Enter the existing password in the Taxually onboarding process
Can’t find these settings? You likely don't have "Full Access" privileges if you cannot locate or manage these settings. To verify and find the correct user:
Option 1:
From the MAT home page, click the Other Actions menu tab
Click View Access
Look for the user listed with "FullAccess" - this person needs to complete the setup
Option 2:
Click Manage My Profile
Click Other Actions tab
Click Manage my access to tax accounts and/or Manage third-party access to my accounts
Find the person with "Full Access" listed as the "General Access"
Locate your Sign-On ID and Access Code
These credentials were provided when your MAT account was originally created. If you don't have this information:
In your MAT account, from the home page, click Manage My Profile
Click the Other Actions tab
Click the View MAT messages under the MAT Messages Section
Click the Send a MAT message to ALDOR link (above the received/sent menu bar) and follow the prompts
Example Message: "I would like to assist a third-party agent in gaining access to our sales and use tax account, but we misplaced our Sign-On ID and Access Code that was assigned when we created our account. Could you please provide [Business Name]’s Sign-On ID and Access Code? Thank you."
Identify your Registered Tax Account Types:
From the Accounts tab in MAT, review your listed accounts
Select your registered account types in Taxually from these options:
Sales Tax
Sellers Use Tax
Local Tax
Simplified Sellers Use Tax
Note: Remote sellers, without a physical presence in Alabama, should be registered for a Simplified Sellers Use Tax account. If you think this may be applicable to you, please read the second section of this guide below: “Should You Switch to a Simplified Sellers Use Tax Account?” for more information.
Determine Filing Frequency
Click File or View returns and periods
Review the return periods listed to determine the filing frequency
Do you have a physical presence in Alabama?
This includes:
Inventory stored in Alabama
Offices or facilities
Employees
Any other significant recurring contact with Alabama
If you do not have a physical presence, we recommend switching to the Simplified Sellers Use Tax account to avoid complex local tax registration requirements.
For Effective Registration Date (Required for First Return Filing):
Your effective registration date is found on your official Tax License letter from the Alabama Department of Revenue. To locate the electronic copy:
Click the Tasks menu tab
Click View Letters (if available)
Find and open the Sales Tax Certificate (Original) letter
Note the Effective Date
Should You Switch to a Simplified Sellers Use Tax Account?
Understanding Alabama Tax Account Types
Sales Tax Account
Purpose: For businesses with physical locations in Alabama, selling tangible personal property
Best for: Retailers with inventory in Alabama or storefronts, warehouses, or offices
Requirement: Must also register for Local Tax account to collect local taxes
Sellers Use Tax Account
Purpose: For out-of-state businesses with physical nexus in Alabama
Physical nexus includes: Sales offices, agents, inventory, employees, or significant recurring contact
Requirement: Must also register for Local Tax account to collect local taxes
Local Tax Account
Purpose: Collects varying local sales taxes for 200+ Alabama jurisdictions
Challenge: Alabama doesn't administer all local taxes, requiring separate registrations with individual localities
Trigger: Collecting local taxes may require registration with each non-state-administered locality
Simplified Sellers Use Tax Account ⭐ Recommended for Remote Sellers
Purpose: Streamlined option for businesses without an Alabama physical presence
Rate: Flat 8% tax on all Alabama sales
Benefits:
Only one tax return to file (vs. separate state and local returns)
No individual local registrations required
Simplified compliance
Reduced administrative burden
Important Considerations for Local Tax Accounts
Warning for Businesses Collecting Local Taxes:
If you currently have a Local Tax Account and collect taxes in non-state-administered localities, you may be required to register separately with each locality once sales are reported. This creates:
Multiple registration requirements
Additional compliance obligations
Increased administrative complexity
Potential penalties for non-compliance
For remote sellers without physical presence in Alabama: We strongly recommend switching to the Simplified Sellers Use Tax account to avoid these complications.
Making the Switch
If you determine that Simplified Sellers Use Tax is right for your business, we can request this change for you during onboarding unless you specifically indicate otherwise. This switch will:
Simplify your tax compliance
Reduce filing requirements from multiple returns to one
Eliminate local registration triggers
Apply a consistent 8% rate to all Alabama sales
Need help?
We are here to support you! Please contact us
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