Rhode Island: 3rd-Party Setup

Modified on Thu, 28 Aug at 3:16 PM

Finding the Required Onboarding Information

Log in to the Rhode Island Tax Portal
Click the Sales/Filing Account listed under “Tax Account” on the Home page
Account Information: After clicking the Sales/Filing Tax account, you'll find the following information we need (under the Account Details section):
- Effective Date - please enter this as your Effective Registration Date (formatted as MM/DD/YYYY).
- Account Status - please email Taxually if your account is closed or inactive, as we may need to resolve this before continuing onboarding
- Filing Frequency - reference the Filing Periods chart at the bottom of the Account Summary page.
Next, please follow the instructions below to set up Third-Party Access for Taxually.

PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account.

Log in to TaxPortal
Select Manage Authorized Users under Profile Information from the main menu
Click Add New Authorized User
Enter User ID: Lumatax
Check the checkbox(es) next to your Taxpayer Name(s) you wish to delegate Taxually access to
Enter today's date as the delegation effective start date for all the businesses you selected.
Optional: Enter the delegation effective end date for all the businesses you selected
Click Tax Type Authorizations to assign Sales and Use tax type authorization
Select the Assign box(es) and enter a start date for each tax type you would like us to have access to
Click the Tax Type Functions button, select all functions (or at lease File Returns AND Make Payments), and click OK.
- Do this for each tax type you wish to assign to Taxually.
- Click OK, then click Save on user details page, followed by Confirm
Then you should see LumaTax (Michael Glover) listed as a User Name on the Manage Authorized Users page.

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