Minnesota: 3rd-Party Setup

Step 1: Finding the Required Onboarding Information

• Log in to MN e-services

• On the home page (Accounts menu tab), locate your Sales & Use Tax account

• Minnesota Account ID: Provide Taxually with the 7-digit account ID on the Sales & Use Tax account tile (format 1234567)

• Filing Frequency:

  • Click the View/Edit Sales Account Attributes on the Sales & Use Tax account tile 

  • Provide Taxually with the Filing Frequency 

• Effective Registration Date (Required if Taxually is filing the first return):

  • From the home page, click the I Want To… menu tab

  • Click View Taxpayer Summary in the Customer Information section

  • On the second page, locate the Begin Date and provide this as the Effective Registration Date

Step 2: Approving Taxually's Access Request

• Log in to MN e-services

• Click the Manage My Profile link

• Click the I want to… tab

• Click the Set up access with another business (in the Access section)

• Click the Lumatax1 3rd Party Access Request to approve it

  • You may need this information:

    • Email: compliance-usa@taxually.com

    • Name: Michael Glover

• Select Allow (button)

• Keep All Accessselected as Access Type/Level

• Click Submit

Need help?

We are here to support you! Please contact us