Maine: 3rd-Party Setup

PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account.

Finding the Requested Onboarding Information

• Log in to the Maine Tax Portal

• From the Summary tab, locate your Sales and Use Tax account 
• Enter the 8-digit Account ID located on the Account tile (format: 1234-1234)

• For Filing Frequency, you can confirm this in two ways:

  • 1. By reviewing the cadence of your tax returns

    • From the Summary tab, click the View and File Returns within your Sales and Use Tax account tile 

    • Review the return periods to determine if your filing frequency is monthly, quarterly, semi-annual or annual

  • 2. Locating your "Invitation to the Maine Tax Portal" letter 

    • From the home page, click the More… menu tab

    • Click View Letters

    • Click the Search menu tab and enter a Sent From date before your registration (example: year 1980) and click Search

    • Scroll all the way down and locate your Invitation to the Maine Tax Portal letter

    • Open it and provide us with the “Filing Frequency” at the end of the letter

• For Effective Registration Date (Required if Taxually is filing your first return):
  • Click the Manage Locations link on the Sales and Use Tax “Account” tile
  • Click the link for the appropriate business under the Location Name
  • Provide the Location Start Date as the Effective Registration Date
• Confirm that Third Party Access is enabled in your settings 
  • Click on Manage My Profile

  • Click on the More… tab

  • Click on Manage Third Party Access (under the Access Management tile)

  • Make sure third-party access is allowed and that the default account access is "File Returns and Make Payments." You can correct/update these setting by clicking the links. 

  • Note: These settings determine if Taxually can request access to your accounts and what level of access we are initially given. If not allowed, we will be prevented from requesting access to your account.

  • Note: If you do not have the ability to confirm these settings then you may not have “Master Full Access” to your business account. Only the login with the “Master Full Access” will be able to confirm our access request. You should identify who is the user with the Master Full Access and/or message Maine to request that they help assist with making your login the Master Full Access if you no longer have access to the business login with the Master Full Access. 

Approving Taxually's Third-Party Access

NOTE: After you provide your Account ID to Taxually, they will send an online access request that will require approval. Once Taxually notifies you that the request is ready for your approval, please follow the steps below.

NOTE: This must be done by a user who has permission to manage other users in your Business Account (“Master Full Access”).

• Log in to the Maine Tax Portal

• Click on Manage My Profile

• Click on the More tab

• Click on Pending Third Party Requests (Under the Access Management section)

• Click Accept for Michael Glover (Username: LUMATAX)

  • Note: this is Taxually’s User Account Details

• If asked, select the Access Type as File & Pay

• Click Confirm

• Then, in the Taxually Onboarding (Jurisdiction Information), indicated that you have accepted the third-party access request to notify Taxually that they can review and complete the Onboarding process. 

  • Additionally, Taxually will receive a message from the DOR once you approve the request for access.

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