Virginia: 3rd-Party Setup for New Registrations and Transfers

New Registrations - How to Access Your Virginia Tax Account 

• What you’ll need:

  • 15-digit tax account number assigned during the registration process

  • Username and Password created during the registration process

• Confirm you can log in to Virginia Tax and complete your account setup

• Since you’ll need Taxually to file your first tax return, please provide the Effective Registration Date assigned by Virginia on the documents you received after your registration:

  • Your Tax Certificate - Provide the “Beginning Liability Date”

  • The iReg Registration Completion document - Provide the “Beginning Liability Date”

• Next, follow the instructions below to grant Taxually third-party access to your account

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 (the "Master" level of permissions).

• Log in to Virginia Tax

• Click the Assign Tax Preparer link (under the Manage Your Account section)

• Enter Lumatax1 as the Unique ID

• Select Approver as the level of permission you want to give Taxually

• Click the Assign button

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Additional Resources

Business Account FAQs