Virginia: 3rd-Party Setup for New Registrations and Transfers

How to complete your Onboarding

Required Information

1. For New Registrations - See below on How to Access Your Virginia Tax Account

2. Send an Invitation to Taxually

New Registrations - How to Access Your Virginia Tax Account 

• What you’ll need:

  • 15-digit tax account number assigned during the registration process

  • Username and Password created during the registration process

• Confirm you can log in to Virginia Tax and complete your account setup

• Since you’ll need Taxually to file your first tax return, please provide the Effective Registration Date assigned by Virginia on the documents you received after your registration:

  • Your Tax Certificate - Provide the “Beginning Liability Date”

  • The iReg Registration Completion document - Provide the “Beginning Liability Date”

• Next, follow the instructions below to grant Taxually third-party access to your account

Step 1: Setup Third-Party Access for Taxually

NOTE: This must be done by a user who has permission to manage other users in your Business Account.

• Log in to Virginia Tax

• Click the Account Management section

• Click Manage tax preparer or third party access (under Access Management tile)

• Click Send an invitation and enter email compliance-usa@taxually.com, then click Next

• Click Grant Access next to the appropriate account, then click Next

What happens next

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

Additional Resources

Business Account FAQs

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