Georgia: 3rd-Party Setup

Modified on Mon, 18 Aug at 5:30 PM

Initial Setup Steps

Log in to your Georgia Tax Centre (GTC) logon
- Locate the Sales & Use Tax account on the Summary tab
  - Zip Code Verification: Confirm if the zip code of the registered Sales & Use Tax Address is the same as the legal address you provided to Taxually in the Business Details section. If different, please provide Taxually with the zip code of your registered address in Georgia.
  - Account Number: Provide the 9-digit account number (format: 123-456789) on the account tile.
  - Filing Frequency: Click the View Returns link on the account tile. Review the listed periods to determine your filing frequency.
- Important Note: The remaining onboarding steps depend on whether you have a payment history for your Sales & Use Tax account. Please follow the relevant instructions below.

For Accounts WITH Payment History:

Step 1: Initial Response

When Taxually asks if you have a payment history for your account, select "Yes" and submit your answers for review.
Taxually will review your responses and begin the third-party access request.
Note: Georgia requires a payment amount from a random return submission for validation. Taxually must initiate the access request to determine which specific payment amount is needed. They will inform you of the required payment amount, then proceed to Step 2.

Step 2: Providing Payment Amount Information

When Taxually updates you with the specific payment amount required:

Log in to your Georgia Tax Centre (GTC) logon
Click the More… menu tab
Click the Manage Payments and Returns
From the “Accounts” dropdown, select Sales & Use Tax
From the two “Show” dropdowns, select Payments and Posted
Locate the specific payment requested by Taxually using the Period column, then provide the exact payment amount from the Amount column

For Accounts WITHOUT Payment History:

Create Additional Logon Access

If you do not have a return submission history, you'll need to create a temporary additional logon for Taxually until there is a payment history and standard third-party access can be completed.

Steps to Create Additional Logon:

From the GTC home page, click Manage My Profile
Click the More… tab
Click Add Additional Logons
For the Logon filed: Create a username with your business name and “Taxually” to help identify which login belongs to which taxpayer
- Example: If your business name is "Google," create a username like "GoogleTaxually"
For the Email field: Enter: compliance-usa@taxually.com
For the Type of Access: Select Manager
Click Next
Review the logon information created and copy/paste the logon into Taxually
Click Submit

Finding your Effective Registration Date:

From the home page, click the More… menu tab
Click the View Letters link
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 Sales Tax Certificate letter.
Open it and provide us with the “Effective Date”. This is your Effective Registration Date.

Note: The additional logon is temporary and will be used until your first payment is submitted and standard third-party access can be requested from your business's GTC account.

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