West Virginia: 3rd-Party Setup

Finding the Required Onboarding Information

• Log in to MyTaxes

• Locate the Combined Sales & Use Tax account listed on the Summary tab.

• Provide the Filing Frequency listed for the account above the Account ID and under the word “Account” 

  • Casual filing frequencies - If your filing frequency is Casual, please select “Monthly” in Taxually. At Taxually, we treat all “Casual” filing frequencies as Monthly in order to ensure timely filings and avoid the risk of missed deadlines or late penalties.

• For Effective Registration Date (Required if Taxually is filing your first return) 

  • You can find your Effective Registration Date on your mailed registration confirmation documents

  • Alternative: If you do not have access to these letters, you can provide the "Start Date" you used for your West Virginia Sales Tax registration application (the date you created a tax obligation).

  • Ideally, you should provide the date listed on the registration confirmation documents.

Approving Taxually's Access Request

Note: Taxually must first submit an access request to your account using your FEIN. Once Taxually notifies you that the request is ready for your approval, please follow the steps below.

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

• Log in to MyTaxes

• Click on the link "Need to Update Information? Manage My Profile" at the top of the webpage 

  • OR click on the Profile Icon at the top right of the webpage, and then click the My Profile link

• Click on the More… menu tab

• Within the Third-Party Access section, click on the Grant Third Party Access link

• Enter Taxually's User Information

  • Logon: Lumatax

  • Email: compliance-usa@Taxually.com

• Follow the prompts to complete the 3rd Party Access process

• Please confirm that you approved the third-party access request in the Arizona Onboarding for Taxually. Change the answer to “Yes” and then submit the update to Taxually so they can confirm the access and enable tax filings.

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