Oklahoma: 3rd-Party Setup

Modified on Fri, 29 Aug at 7:09 PM

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.

Need help?

We are here to support you! Please contact us


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