Ohio: 3rd-Party Setup

How to Grant Taxually Third-Party 

PLEASE NOTE: This must be done by the user with the Administrator role in OH/ID. If you do not have an Administrator role then these instructions may not be available to you. There are instructions later in this guide on what to do if this is the case. 

• Log in to the OH/ID Portal

• Click Open App on the OH Tax eServices app

• Click on the Representative Center menu tab

• Click on the Manage representative access link under the Manage Client Access tile

• Click the Send an Invitation link (towards the top of the page)

• Enter the following Taxually email: compliance-usa@taxually.com

• Click Next

• Click the Grant Access links for any of the following account types. Then in the pop-up box(es), select File Returns and Make Payments as the “type of access”, select All Periods, and then click OK.

  • ✅General Access - optional - this will allow us to assist with more general account related topics

    • Select Account Manager as the “type of access” for this account

  • ✅Out-of-State Sellers

  • ✅Sales Tax

  • ❌Consumer Use Tax - Please note Taxually does not currently support Use Tax returns (for purchases). If you have any questions about this, please feel free to email us at lumatax@taxually.com.

• Click Next

• Complete the remaining prompts until you receive a confirmation that the invitation has been submitted. 

How to Confirm What Access Type You Have

If the above instructions are not available for you, then you most likely do not have the required Administrator role that is required to grant Taxually third-party access to your tax accounts. You can confirm this by:

• Log in to the OH/ID Portal

• Click Open App on the OH Tax eServices app

• Click on the Representative Center menu tab

• Click on the Manage your access link under the Manage Client Access tile

Note: If you do not have an Administrator role, then please answer “Blocked” or “No” in Taxually when asked “Have you sent a third-party access invitation to Taxually?” 

Then follow the instructions below to provide Taxually with specific details they require to file tax returns on your behalf.

Finding the Required Onboarding Information

• Return to the home page

• On the Summary tab, you will see your sales and use tax related tax accounts listed

  • If you do not, then you have not completed your account setup and must finish this first. 

• For Filing Frequency, reference the filing frequency listed on your “Out-of-State Sellers” or “Sales Tax” account tiles under your FEIN:

  • Please provide the filing frequency of your “Out of state sellers” or “Sales Tax” account.

  • The filing frequency will be written in the account tile under the Account name and FEIN.  

  • Note: We usually do not file tax returns for Consumer Use Tax accounts. If you are registered for this tax account, we will need to discuss whether it is something Taxually can support at this time. 

You can stop here if you were able to send Taxually a third-party invitation by following the instructions above. On the other hand, If you were unable to because you do not have an Administrator role, then please also provide Taxually with the requested information below:

• Please provide one of the following: 

  • 1) Previous Payment Amount

  • 2) Letter ID

• 1) How to find a Previous Payment Amount (if the account has a payment history):

  • From the home page, click Additional Services

  • Click the Manage payments and returns link under the Account Transactions (Returns, Payments and Refunds) tile

  • Select the sales tax related account ("Out of state sellers" or "Sales Tax") from the Accounts dropdown field

  • Select Payments and Posted from the Show dropdown fields

  • Provide Taxually with the most recent payment amount listed

• 2) How to find a Letter ID (if the account doesn’t have a payment history):

  • From the home page, click Additional Services

  • Click the View Letters and Notices link under the Letters and Notices tile

  • Open the most recent letter for your sales tax related account ("Out of state sellers" or "Sales Tax"). 

    • The Letter ID is found in the header (format: L1234567890)

  • If there aren’t any letters in the Inbox…

    • Click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search

    • Then open the most recent letter from that search list and provide the Letter ID found in the header (format: L1234567890)

  • If there still aren’t any online letters in your account, you can message Ohio and request a Letter ID:

    • Click the back button. From the Additional Services menu tab, click the Send us a message link

    • Select your sales tax related account ("Out of state sellers" or "Sales Tax")

    • Click This message doesn’t concern a specific period

    • Click the OH/TAX eServices link

      • Subject: Request for a new Letter ID

      • Message: Hello, my third-party provider requires a Letter ID to obtain access to this account and I could not fine one online. Please could you generate a new Letter ID for this account that I could provide them? Thank you. 

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