New Jersey: Account Creation & 3rd-Party Setup

New Registrations - How to Create a New Jersey Tax Portal Account Administrator

If you are newly registered for a New Jersey Sales and Use tax account and have not set up a New Jersey Tax Portal account yet, please do so by following the instructions in this official New Jersey guide: How to Create a New Jersey Tax Portal Account Administrator.

Finding the Required Onboarding Information

• Log in to the New Jersey Tax Portal

  • If you see a webpage with a “MyNJ” logo in the header, click the “Tax Portal” link under the Treasury Links section.

  • Now, confirm that you are in the correct portal. The webpage header should say “New Jersey Tax Portal”, NOT “Premier Business Services” (which is the old portal). 

• Click the Sales and Use tax account listed under Tax Accounts

• For Effective Date of Registration (Only required if Taxually is responsible for the first filing):

  • Provide the Effective Date displayed under your Account Details
  • Additionally, this is found on your Certificate of Authority that you receive with your registration application submission (listed as “Tax Effective Date”).

• For Filing Frequency

  • The only options in New Jersey include Quarterly and Quarterly Prepay

  • Quarterly Prepay filers are required to submit monthly payments and returns on a quarterly basis. 

    • You will have been notified by the Department of Taxation if you are assigned the Quarterly Prepay filing frequency. 

    • Assigned to taxpayers who collect more than $30,000 in Sales and Use Tax in New Jersey during the prior calendar year

How to Setup Third-Party Access for Taxually

PLEASE NOTE: This must be done by a user who has Administrator account for the Business .

• Log in to the New Jersey Tax Portal

  • If you see a webpage with a “MyNJ” logo in the header, click the “Tax Portal” link under the Treasury Links section.

  • Now, confirm that you are in the correct portal. The webpage header should say “New Jersey Tax Portal”, NOT “Premier Business Services” (which is the old portal). 

• From the toolbar, select Profile Information then choose Manage Delegate Users

  • *Note: If your toolbar does not have “Profile Information” then you are probably in the incorrect portal. This has caused a lot of confusion with the recent change in portals. Please read the prior steps carefully or watch this video here (skip to 1:00 minute) to ensure you are in the correct portal. 

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

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

  • Taxually's Registration confirmation number: TU01000112470

  • Taxually's ID: Lumatax

• 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 up to 3 years prior to today’s date

  • 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 functions required: “File Returns for all taxes” & “Make Payments for all taxes”

  • Click OK

  • Click Tax Type Authorizations:

    • Check the box next to Sales and Use tax

    • Start Date: Enter a date up to 3 years prior to today’s date

    • End Date: Leave this blank to prevent access issues

  • Click OK

  • Click Save

  • Click Confirm

  • Then confirm that the delegation is complete for New Jersey in the Taxually Jurisdiction Information section.

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