PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account.
Instructions for Creating a Passphrase
Log in to OkTAP
Click Manage My Profile
Click the More tab
Click Add Third Party Access link
Enter a Passphrase of your choice
Click Next, and then Submit
Provide Lumatax with the passphrase you created
LumaTax will request access using this passphrase. Instructions for approving the request are on the right column.
Instructions for Approving Third-Party Access
PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account.
Log in to OkTAP
Click My Profile and navigate to the Access To My Accounts tab
Click the Access Level link for the account type for the account LumaTax has requested access to. This will be greyed out until marked active.
Select the access level from the drop-down menu (file and pay)
Click the Active checkbox, and then click Save.
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