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.
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