Puerto Rico: 3rd-Party Setup

Finding the Required Onboarding Information

• Log in to SURI

• From the home page, on the Summary tab, locate the Sales and Use tax account

  • Account ID - provide your 16-digit PR Sales and Use Tax Account ID (Format: 999-999-99999-99999) 

  • Zip/Postal Code - Enter the full Zip Code associated with the address displayed on your Sales and Use Tax account tile

    • For US Zip Codes: Provide the 9-digit zip/postal code provided on your ST-1 Sales/Use Tax account tile (format 12345-1234)

    • If you do not have a zip/postal code (due to your registered country), enter "N/A" 

  • Filing Frequency - provide the filing frequency listed on the “Return” tile 

  • Verification Method - Please provide one of the following:

    • Accounts with a Payment History - Provide the latest Payment Amount:

      • From the home page, click the More... menu tab

      • Click Manage Payments and Forms under the Financials section

      • From the Accounts dropdown, select Sales and Use

      • From the Show dropdown fields, select Payments and Posted

      • Provide the payment amount of the most recently posted payment.

    • Accounts without a Payment History - Provide a Letter ID:

      • From the home page, click the More... menu tab

      • Click View Letters

      • Open the latest letter received in your Inbox and provide the Letter ID (format L1234567890)

      • If there aren’t any letters in the online Inbox, then provide the Letter ID (format L1234567890) from the mailed registration confirmation documents (provide the letter ID for the letter dated with the most recent date) 

• How to confirm your Third Party Access settings are enabled: they must be enabled for Taxually to obtain third-party access to your tax account

  • Click Manage My Profile

  • Click the More… menu tab

  • Click Manage Third Party Access

    • Ensure that the setting are as follows:

      • Allowed: Yes

      • Default Access: Secondary Administrator (other options are okay too)

      • Default Account access: File & Pay

      • *You can click the links to these settings to change them. 

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.

Need help?

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