• ​ Access my Business Tax Acc​ounts 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 Real Estate​; 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
  • The Letter Identification Number (LXXXXXXXXXX) listed on the greeting letter OR
  • Total value from the 2024 Y-R
  
  

  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 Request ​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.​
  

Wat​ch our Add Third Party Access video for assistance.

• Access a Client's Business Tax Accounts Online
  As a third-party preparer, once you have established a unique username,​​ you may access you Request​ Access to a Third-Party Account. Enter the required information and access will be added to your My Tax Account profile immediately. An email will be sent to My Tax Account 'Master' account holder as notification of your access. If the account owner does not have a 'Master' My Tax Account logon, they will receive a letter about your access.

• ​Delete Access to a Client's Business Tax Accounts Online​​

  If you are no longer working with a client, you may remove your access to the client's tax accounts.

  • Log in to My Tax Account
  • Select Manage My Profile from the homepage
  • Select More...
  • Select Manage My Access
  • Locate the business you want to remove
  • Select the access type (Account Manager or Administrator)
  • Select Cancel My Access in the upper right
  
  

  This will remove the client's tax accounts from your username.

  If you need to add access back to the client's tax accounts, you must follow th​e Access a Client's Business Tax Accounts Online steps.

• Using the Same Profile Email Address
  ​Each username requires a unique profile email address.

  If you are no longer using a username, you may cancel your online access by following the Cancel Online Access steps. Once your prior username is closed, you can use that email address for a new username.

  Note: If your profile email address is incorrectly listed for a username, you will not receive any email notifications from us.​​
  

You can cancel your online access to My Tax Account. On the homepage, select Manage My Profile, select More... and select Delete My Profile. Confirm your request by selecting OK.