New Jersey: 3rd-Party Setup

Finding the Required Onboarding Information

Information is coming soon! 

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 the New Jersey Tax Portal

• From the toolbar, select Profile Information then choose Manage Delegates

• Click Add New Delegate and fill in the required fields:

  • Taxually's Email: compliance-usa@Taxually.com

  • Taxually's ID: Lumatax

  • Taxually's Registration confirmation number: TU01000112470

• Click Next

• The next screen shows User Details, where you assign access to Taxually, the Delegate User.

  • Check the box next to your Taxpayer Name

  • Start Date: Enter a date 3 years prior, if possible.

  • End Date: Leave this blank to prevent access issues

  • Click Taxpayer Functions:

    • Recommended: Assign all functions (for us to provide the highest level of service)

    • Minimum: Assign File Returns & Make Payments

  • Click OK

  • Click Tax Type Authorizations:

    • Check the box next to Sales and Use tax

    • Start Date: Enter a date 3 years prior, if possible.

    • End Date: Leave this blank to prevent access issues

  • Click OK

  • Click Save

  • Click Confirm

  • Then email lumatax@Taxually.com to inform us that you "completed the New Jersey third-party access delegation".

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