Access my Business Tax Accounts Online
If you have multiple business tax accounts, you may add access to all the business tax accounts (i.e., Sales and Use; Local Exposition; Premier Resort; Rental Vehicle; Withholding; Manufacturing Personal Property, Real Estate or Leasing; etc.) associated with the same business. After logging in, select Manage My Profile from the homepage, select Add Access to an Account and choose Business Accounts as the type.
You will be required to verify the following information for the business tax type you wish to access:
- Business Tax Account Type
- Total value from a prior return filed OR
- The Letter Identification Number (LXXXXXXXXXX) listed on a greeting letter
The user with 'Master' level access can limit access for all other users.
Need to Access Multiple Businesses
You have two registration options as a business owner or employee needing access to multiple businesses/governmental entities:
You may log in to your already existing My Tax Account profile, select
Manage My Profile, More... and lastly
Add Access to a Third Party Account. This can also be used as an alternative method to register to "File and Pay" for your multiple business entities under one username. Enter the required information to request access to each of your business entities. This registration method does not provide you with 'Master' level access for these additional business entities.
Note: We recommend that the owner/officer of each business entity obtain their own unique username to access their business in My Tax Account. This will allow the business owner to have 'Master' level access.
You may also create a My Tax Account profile for each business if you prefer. Each My Tax Account profile requires a unique profile email address.
Third Party Preparer to Access my Business Tax Accounts Online
Access request will be automatically approved regardless if a business has a 'Master' My Tax Account profile. An email will be sent to My Tax Account 'Master' account holder as notification of your request. If the account owner does not have a 'Master' My Tax Account logon, they will receive a letter about your access request.
A third-party preparer may request access to your business tax accounts if you are not registered to use My Tax Account. In order to select this access, the third party preparer must have a Form A-777a on file that you (their client) have signed. This form provides your approval to file returns, make payments and access tax account information through My Tax Account.
Available Access Levels for Employees and/or Third-Party Preparers
My Tax Account access level options are:
All Access - This access level allows you to file returns, make payments, remit wage attachment payments, submit requests (i.e. change mailing address and DBA name, etc.), modify information, and manage username access to the account.
File - You have view access to everything, may file returns and request filing extensions.
File and Pay - You have view access to everything, may make payments, file returns, request filing extensions, and installment agreements.
Pay - You have view access to everything, may make payments and request installment agreements.
View - You may only view account information and will not be able to submit requests or modify information.
No Access - You will not be able to access or view account information.
Delete Access for an Employee or Third-Party Preparer
Access levels for employees and third-party preparers may be managed by the user with 'Master' level access for the business. This user may log on to remove the access of employees or third-party preparers.
- Log in to My Tax Account
- Select Manage My Profile from the homepage
- Select the More... tab and Manage Other Users Access or Manage Third Party Access
- Select the username, select Manage Account Access
- Select Cancel Access
This will remove your business tax accounts from their username.