Maine: 3rd-Party Setup

Provide Taxually with the following information to complete your Onboarding

Required Information

• Account ID (format: 1234-1234)
• Approve Taxually's Request Access (to be done by a user who has permission to manage other users in your Business Account)

Step 1: Provide your Account ID

• 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)

Also Ensure Third Party Access is Enabled

• 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: Yes 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 whether Taxually can request access to your accounts and what level of access is initially granted. If third-party access is not allowed, we will be unable to request access. 

What happens next

• Taxually 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. 

Step 2: Approving Taxually's Third-Party Access

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

What happens next

• Taxually will confirm if the access is successful or contact you if they require additional information.

Need help?

We are here to support you! Please contact us