Provide Taxually with the following information to complete your Onboarding
Required Information
- Tax Account ID (format: 123-123456789)
- Approve Taxually's Access Request
Step 1: Provide DC Sales and Use Tax Account ID
Log on to MyTax DC
Account ID
From the home page, on the Summary tab, locate your Sales & Use Tax account
Provide the 12-digit DC Sales and Use Tax Account ID (format: 123-123456789)
What happens next
Taxually will send an online access request that will require your approval
Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below.
Step 1: Approving Taxually's Access Request
NOTE: This must be done by a user who has permission to manage other users in your Business Account.
Log on to MyTax DC
Click the Action Center tab
Locate the "You have a third-party access request pending" action item
Click the Respond to the Request link
On the Third-party access approval page, you will see the Username, Web Profile Name, and email of LumaTax. Additionally, you will see the Account Type for the request.
Click Yes to Approve Third-Party Access
Select the Third-Party Access Type from the drop-down menu. Grant permission to File Returns and Make Payments.
Click Next
Click Submit
Click OK
Please confirm that you approved the third-party access request.
What happens next
Taxually will confirm if the access is successful or contact you if they require additional information.
Need help?
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