Pennsylvania: 3rd-Party Setup

Modified on Wed, 27 Aug at 1:16 PM

Step 1: Finding the Required Onboarding Information

  • Log in to your business’s myPATH  account

  • Navigate to the Summary tab to locate your Sales and Use Tax account 

  • Provide one of the following IDs:

    • Account ID: the 11-digit account number listed under the word “Account” (format: 12345678901) 

    • Sales License ID: the 8-digit license number listed under the word “License Information”  (format: 12345678)

  • Determine Filing Frequency

    • The filing frequency is displayed on the Sales, Use, and Hotel Occupancy Tax Return tile
    • Note: If you see “AST Level 1” or “AST Level 2”, please select “Monthly Prepay” as the filing frequency. These indicate which type of Accelerated Sales Tax (AST) plan you are registered for and means that you are required to make monthly prepayments.
  • Provide ONE of the following Verification Types:

    • Option 1: Last payment amount (Accounts with a Payment History):

      • From the home page, click the More.. menu tab

      • Click Manage Payments and Returns (In the Payments and Returns section)

      • From the Accounts dropdown, select Sales and Use Tax

      • From the two Show dropdowns, select Payments and Posted

      • Provide the latest payment amount exactly as shown in myPATH.

    • Option 2: Letter ID (Accounts without a Payment History):

      • From the home page, click the More... menu tab

      • Click the View Letters link 

      • Provide the Letter ID from the most recent Letter

      • If no letters are available, try these alternatives: 

        • 1) Click the Search menu bar

          • Enter a “Sent From” date that goes back further until Letters are provided.

        • 2) Check for physical letters received by the Pennsylvania Department of Revenue (for example, registration confirmation documents, notices, etc.)

        • 3) Request a Letter ID via messages in myPATH: Click Manage My Profile> More… > View Messages > Send a Message 

        • 4) A registered officer/agent can call Pennsylvania to request a letter ID at 717-425-2495 ext. 72841 (PATH1).

        • 5) If you do not have access to your myPTAH account, Taxually can request a letter ID to be mailed to you

  • Effective Registration Date (Required if First Return Filing)

    • Your effective registration date would have been provided in your registration confirmation documents that were mailed to your business. 

    • If you do not know your exact effective registration date, you should send a Message to Pennsylvania to request it

      • Click the More… menu tab

      • Click Send a Message (In the Messages section)

      • Click the Sales and Use Tax account 

      • Click the oldest/first period listed

      • Click Send a message to the Department of Revenue

      • Click Licensing or General Inquiry

      • Template Subject: “Effective Date of Registration Confirmation”

      • Template Message: “Can you please confirm the effective registration date for this sales and use tax account?”


Step 2: Approving Taxually's Access Request

  • Login to myPATH 

  • Click Action Center 

  • Click Manage Access 

  • LumaTax (Michael Glover) should be listed 

  • Confirm that our access granted will be to FILE and PAY

  • Select Grant Access

  • Select Submit.

  • Then confirm in the Taxually onboarding process when you have approved the third-party access request.

Need help?

We are here to support you! Please contact us


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