Delaware: 3rd-Party Setup

Finding the Required Onboarding Information

• Log in to Delaware Taxpayer Portal

• Click the Gross Receipts Tax Account listed under “Tax Account” on the Home page

  • *Note: We don’t support returns for the E911 Retailers account so please don’t provide details for this account if you are registered for it.

• Account Information: After clicking the Gross Receipts 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).

  • Filing Frequency - reference the Filing Periods chart at the bottom of the Account Summary page.

  • Account Status - please email Taxually if your account is closed or inactive, as we may need to resolve this before continuing onboarding

• Next, please follow the instructions below to set up Third-Party Access for Taxually. 

How to Setup 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 Delaware Taxpayer Portal

• Click the Profile dropdown tab from the menu

• Select Manage Authorized Users from the dropdown menu

• Click the Add New Authorized User button

• Enter Lumatax as the User ID

• Enter TU00000930930 as the Registration Confirmation Number and click Next

• Confirm the correct user information appears (Michael Glover, Lumatax)

• Check the box on the left-hand side to select which Taxpayers (Businesses) you would like to give Taxually access to.

• Select today as the Start Date. You do not need to input an End Date.

• Permission Settings: In the Assignments column, click the dropdown that says "Apply a Template" and select either:

  • CPA Access: Authorizes filing tax returns, making payments, viewing correspondence, viewing and renewing licenses, and submitting select service requests

  • Full Access: Authorizes all business functions including filing returns, making payments, updating tax locations, making account updates, and submitting all service requests

• Alternative Manual Setup (skip if you applied a template above):

  • For Taxpayer Functions: Select functions that allow us to file tax returns, make payments, and view correspondence

  • For Tax Type Authorizations: Provide access to your Gross Receipts tax account(s)

    • Note: We don't support E911 Retailers returns, so we don't need access to this tax type

• Click Save

• Click Complete / Confirm

• You will receive a success message and return to the Manage Authorized Users page with the newly delegated user (Michael Glover, Lumatax) appearing in the list.

• If successful, please confirm that the third-party access setup for Taxually is complete. 

Need help?

We are here to support you! Please contact us

Additional Resources

Delegating Authorized Users