Follow these simple steps to allow Taxually to file tax returns for your company:
Finding the Required Onboarding Information
Log in to MyTaxIllinois
Confirm Third-Party Access is Enabled
Click Manage My Profile
Click the More… menu tab
Click Manage Third Party Access
Confirm the settings are as follows:
Allowed: Yes
Default Access: Third Party
Default Account Access: File & Pay
Illinois Account ID
Return to the home page
Navigate to the Summary tab
Locate your ST-1 Sales/Use Tax account
Provide the 8-digit code listed under “Account” (format 1234-5678)
Zip/Postal Code
For US Zip Codes: Provide the 9-digit zip/postal code provided on your ST-1 Sales/Use Tax account tile (format 12345-1234)
For Other Postal Codes: Confirm that the postal code matches the legal address you provided to Taxually in the Business Details section. If different, please provide Taxually with the zip/postal code of your registered address in Illinois.
If you do not have a zip/postal code (due to your registered country), enter "N/A" and follow the instructions below in the Accounts Without a Payment History or Zip/Postal Code section.
Filing Frequency
Click File a Return on the ST-1 Sales/Use Tax account tile
Review the Periods listed to determine the filing frequency
For Accounts with a Payment History: Skip to the next section if you do not have a payment history
Click Manage Payments and Returns on the ST-1 Sales/Use Tax account tile
From the Show dropdown fields, select Payments and Posted
Provide the Payment Amount from the most recently posted payment
Accounts Without a Payment History or Zip/Postal Code:
For accounts without a payment history and/or a ZIP/Postal code, please follow the steps below to create an additional logon for Taxually.
If the account has a ZIP/Postal code: We will use this secondary logon temporarily. Once a payment history is established, we will transition to the standard third-party access request using our designated third-party preparer login.
If the account does not have a ZIP/Postal code: We will continue to use this additional logon on a long-term basis (until otherwise notified), as the standard third-party access process cannot be completed without a ZIP/Postal code.
Create an Additional Logon for Taxually:
Click the Manage My Profile link
Click the More… tab
Click Manage Additional Logons under the Other Users section
Make sure the settings are reflected as follows (by clicking the links):
Allowed: Yes
Default Account Access: File & Pay
Click the Add link
Enter the following details for Taxually:
Name: Michael Glover
Email: compliance-usa@taxually.com
Phone: (917) 273-6326
Username: Create a username using your business name and "Taxually" to help identify which login belongs to which taxpayer
Example: If your business name is "Google," create a username like "GoogleTaxually"
Password: (you choose)
Secret Question: In What City Does Your Nearest Sibling Live
Answer: Kansas City
Confirm Email: compliance-usa@taxually.com
Confirm Password: (same as above)
Select only the box next to the Sales/Use Tax & E911 Surcharge account
Click Submit
Effective Registration Date
You are only required to provide this date if Taxually is submitting your first return.
Your effective registration date can be found in the mailed registration confirmation documents for your ST-1 Sales/Use Tax account. You should receive a "Taxpayer Notification - Electronic Filing" letter. This letter will include your "Electronic filing effective" date. Please provide this date formatted as MM/DD/YYYY.
Alternative: If you do not have access to this letter, you can provide the "Start Date" you used for your Illinois Sales Tax registration application (the date you created a tax obligation).
Ideally, you should provide the date listed on the Electronic Filing letter mentioned above.
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