Maine: 3rd-Party Setup

Modified on Fri, 29 Aug at 7:29 PM

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
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

Approving LumaTax 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.

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 LumaTax (Michael Glover)
If asked, select the Access Type as File & Pay
Click Confirm
Taxually will receive a message from the DOR once you approve the request for access.

Note: If Third-Party Access is not enabled, please see instructions in the section below

Managing Third-Party Access Settings

Log in to the Maine Tax Portal
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."

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