New Mexico: How to Create a Secondary Logon for Taxually (Onboarding Option Three)

Option Three: For Non-Admin Users and Accounts without a Payment History

For accounts without an existing payment history, please follow the steps below to create a secondary logon for Taxually. This secondary logon will allow us to support your account until a payment history is established. Once payments have been recorded, we will switch to the standard third-party access request using our designated third-party preparer login.

• Creating a Secondary Logon for Taxually: 

  • Click the Manage My Profile link 

  • Click the More Profile Options… tab

  • Click Manage Secondary Logons 

  • Click Add 

  • Enter the following information:

    • Logon: Create a logon username with your business name and "TA" to help identify which login belongs to which taxpayer

      • Example: If your business name is "Google LTD", create a username like "GoogleTA"

      • *Then send the Logon you created to Taxually via email. 

    • Name: Michael Glover

    • Email: compliance-usa@Taxually.com

    • Type of Access: select Profile Manager

  • Click Next

  • In the Account Access section

    • Click Select None

    • Check the box for Gross Receipts Tax (GRT)

    • Click Submit

• Effective Registration Date (Required for First Return Filings Only):

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

  • Click View Letters

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

  • Scroll all the way down and locate your Registration Certificate letter

  • Open it and provide us with the “Business Start Date” on the registration certificate

  • Then navigate back to the TAP home page

• Submit Information to Taxually

  • Email the logon (username) you created for Taxually at lumatax@taxually.com. 

Need help?

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