State |
Steps to Grant Access / What is Required |
More Details |
Last Updated |
|---|---|---|---|
| Alabama | How do I enable this access? Log in to MAT. Confirm Third-Party Access is enabled: Click the Manage My Profile link. Click the Other Actions tab. Click the Manage third-party access to my accounts link in the Access Management Section. Change the settings to the following: Allowed: Yes Default Account Access: File & Pay Select Set Third-Party Password or Update Third-Party Password If no password exists: Create a new third-party password. If a password already exists: Enter the existing password. Can’t find these settings? You likely don't have Full Access privileges if you cannot locate or manage these settings. To verify and find the correct user: Option 1: From the MAT home page, click the Other Actions menu tab. Click View Access. Look for the user listed with FullAccess - this person needs to complete the setup. Option 2: Click Manage My Profile. Click Other Actions tab. Click Manage my access to tax accounts and/or Manage third-party access to my accounts. Find the person with Full Access listed as the General Access. Do I also need to create a third-party password? Yes. You'll create a third-party password during the process of enabling third-party access for your MAT account. IMPORTANT: You'll need to provide the third-party password in your Alabama AutoFile enrollment form so that Avior can continue the process of accessing your account as a third-party. (Make sure the third-party password you create is different than the password you use to access your MAT account on your end.) |
4/24/26 | |
| Alaska | Finding the Required Onboarding Information Log in to MUNIrevs ARSSTC (Alaska Remote Seller Sales Tax Commission) On the Dashboard, scroll to the bottom and find the “Your Remittance Account(s) In this section, you will find the Account Number and Activation Code Avior requires to request third-party access: the 6-digit Account Number ("Acct #") (format 123456) and the 6-character Activation Code (“Code”) (format ABCDEF) |
4/24/26 | |
| Arizona | After you initially submit your Arizona AutoFile enrollment form, our team will request 3rd party "Delegate" access to your account. In order to proceed with your enrollment, we will need for this access to be granted. Here's how to do this: 1) The Primary User must login to the business account at https://www.aztaxes.gov/ 2) When you are logged in and have selected a business to view, click "Security Details" in the menu on the left hand side of the screen. This will lead you to a page with pending Delegate access requests. 3) Select “View” beside the request for "TPS Unlimited." In order to file for you, we will need permissions to look up, file, and make payments to your account. 4) Click approve, and then confirm once more to approve the request. If you’ve successfully approved our access, you will see a “Security Confirmation Page.” Once you’ve granted our Delegate access, please resubmit your Arizona AutoFile enrollment form, so that we can proceed with verifying your enrollment. If you need additional assistance, Arizona has a helpful video on YouTube that walks you through this process, start-to-finish. |
4/24/26 | |
| Arkansas | Finding the Required Onboarding Information Log in to your business’s ATAP account Locate your Sales and Use Tax account on the Summary tab Provide the 8-digit Account Number ending in “SLS” (format: 12345678-SLS) Enter the Zip Code associated with the address displayed on your Sales and Use Tax account tile Filing Frequency Click View returns within the Sales and Use Tax account tile Review the cadence of the return periods listed to determine the filing frequency. Click back to return to the home page Registration Date (Required for First Return Filings Only) Your effective registration date would have been provided in your registration confirmation documents that were mailed to your business. If you do not know your exact effective registration date, you should send a Message to Arkansas to request it Click the More… menu tab Click Send a Message to DFA Click the Sales and Use Tax account Click the first return period Click Miscellaneous/Other in the message area Template Subject: “Effective Date of Registration Confirmation” Template Message: “Can you please confirm the effective registration date for this sales and use tax account?” Click Submit *Note: Then regularly log in to check for a response message. Last payment amount: (Skip to the next section if you do not have a payment history yet): From the home page, click the More.. menu tab Click Manage Payments and Returns From the Accounts dropdown, select Sales and Use Tax From the two Show dropdowns, select Payments and Posted Provide the latest payment amount exactly as shown in ATAP. For Accounts without a Payment History: For accounts without an existing payment history, please follow the steps below to create a secondary logon for Avior. This secondary logon will allow us to support your account until a payment history is established. Once payments have been recorded, we will switch to the standard third-party access request using our designated third-party preparer login. Create a Secondary Logon for Avior Click Manage My Profile Click the More… menu tab Click Manage Secondary Logons Click Add Login ID: Use the Login ID/Username created by Avior OR Create a username using your business name and "TA" to help identify which login belongs to which taxpayer Example: If your business name is "Google," create a username like "GoogleTA" Type of Access: Third Party Account Click Next For Account Access, click Select None, then only select Sales and Use Tax Click Submit |
4/24/26 | |
| California | Registration: Go to the CDTFA Online Services page and choose 'Sign Up Now' to create a username. Delegate Setup: Select "third party delegate" when asked to define your role. Linking Accounts: A security code, sent to the business owner via mail, is required to link the business account to your third-party login. Granting Access: Business owners can grant secondary access via their own account under 'settings' and 'secondary logons'. |
https://cdtfa.ca.gov/industry/tax-practitioners/getting-started.htm | 4/24/26 |
| Colorado | 1. Login to your Colorado Revenue Online account. On the upper right hand side, click on 'Manage Profile' 2. On the Manage My Profile screen, select 'More' 3. Under the Access menu, choose the option to Grant Third Party Access 4. Click Next to proceed. 5. Under Third Party Access Information, you will enter the Username Avior. 6. Under Periods this logon has access to, select All Periods 7. Under Select accounts to give access to, choose your Sales Tax account 8. Click the blank box (with the *) in the Access Level column. 9. Select File & Pay. 10. Review and click Submit. |
colorado.gov | 4/24/26 |
| Connecticut | To manage access to your accounts or request access to a client’s account(s), open the More… menu. Locate the Access group from the menu and click the Add Access to Another Business or Tax Account. You will need your client’s: • Connecticut Tax Registration Number or Federal Employer Identification Number (FEIN) • Last name or business entity's legal name • A piece of shared information between you, your client, and DRS: • Letter ID from DRS correspondence • Tax due from a recent return • Recent payment amount, or • The account ID for the requested account Enter the client’s Connecticut Tax Registration Number or Federal Employer Identification Number (FEIN) and business legal name. If your client is a sole proprietor, enter their last name. From this screen, you will add each of the accounts for which you are requesting access. Click the Add a Record hyperlink to request access to an account The Connecticut Registration ID is populated automatically from the previous window. Select the Account Type, then choose the Validation Method and enter the Validation details. Once you have entered all required information, click Add. At this time, you can add additional records (accounts) or advance to the next step. Note: When you click Next, if the taxpayer information cannot be validated, you will receive error text: “Unable to validate based on the information entered. Please correct all errors to proceed.” You will not be able to move forward in the process until the information is corrected and can be validated. Once you have successfully provided information to validate the requested accounts, you can submit your Request for Third Party Access. You will receive a confirmation number once you have been granted access to your client’s account(s). You can print the confirmation for your records if you wish. Your client(s) will also receive a notification that you have requested access to their account(s). At this time, you can click OK and begin managing your client’s account. |
https://portal.ct.gov/-/media/drs/myconnect/tutorials/addingaccesstoanotherbusinessortaxaccount.pdf?rev=40fbffc10b3940ff97e0861d5f060f83&hash=1AB979A6687F3B9AB102046089DD32A5 | 4/24/26 |
| Delaware | 1. Log in to the Portal and Navigate to the Manage Authorized Users page To begin, navigate to the “Profile” header and select “Manage Authorized Users” from the drop-down menu. 2. Navigate to the Add New Authorized User page Review the instructions on the page, then click the “Add New Authorized User” button located above the search bar. 3. Enter User ID for new delegate Enter the User ID and the Registration Confirmation Number of the individual you are giving Authorized User access to, then click “Next”. 4. Assign role(s) as required First, confirm the correct User Information appears for the User you are giving access to. Select the checkbox(es) on the left-hand side to select which Taxpayers you would like to give access to. Then, set a start date and end date (optional). There is an option to manually give access, or to use a “template” for standard access levels. The Division of Revenue recommends authorizing access via a “template” as this is the simplest method. 5. Select Authorized Access Choose a template to grant the appropriate access. Select the template options: 5.1. CPA – authorizes business functions that include filing tax returns, making payments, view correspondence, view and renew licenses, and submitting select service requests. You can also manually assign functions by Taxpayer Entity or by Tax Accounts(s). Select “OK” to return to the User Detail page. 6. Verify the Template Verify the functions to be assigned and click “OK”. If the wrong template was chosen, click “Cancel” to choose the correct one. 7. Save and Confirm the Delegation To proceed, select the “Save” button. Review the authorized user, tax accounts, and functions. Select “Confirm” to complete the delegation. 8. Delegation Successful You will receive a success message and will return to the Manage Authorized Users page with the newly Delegated user appearing in the list. |
https://tax.delaware.gov/rptp/wcm/connect/1afac894-42da-4521-82b4-f85ae07fcbae/Delegating+Authorized+Users+Help.pdf?MOD=AJPERES&CVID=nlGsG30 | 4/24/26 |
| District of Columbia | 1. From the MyTax.DC.gov homepage, log in using your Username and Password. 2. In the user profile, locate and click the “Manage My Profile” link in the upper right corner. 3. You will be navigated to the Manage My Profile page a. Locate and click the More tab. 4. You will see your “Access” section. a. Locate and click the Request Third Party Access hyperlink. 5. An Instructions page will display. Note: You will need to know what type of account the taxpayer signed up with via Mytax.DC.gov in order to make a proper selection. a. Click Next. 6. On the Third Party Access Request page, use the drop-down menu to select the Account Type (e.g. Sales & Use Tax, Withholding Wage Tax) that you would like to gain access to. a. In Account Type field, select the type of account the taxpayer signed up with via MyTax.DC.gov in order to request access to their account. b. In the Account ID field, enter the Account ID associated with the Account Type. Note: Based on the Account Type selected, the system will request an Account ID, FEIN, SSN or ITIN. c. Click Submit. 7. A Confirmation pop-up will appear. Click Ok. 8. A Confirmation page displays. To obtain a printed copy of this page, click Printable View. Otherwise click Ok. Note: The Taxpayer will receive your third party request via his or her MyTax.DC.Gov account. 10. If the taxpayer approves your third-party request, when you log into your MyTax.DC.gov profile, you will have access to your accounts and the client’s accounts. You will see a list of all accessed accounts. Approve/Grant Acesss 1. From the MyTax.DC.gov homepage, log in using your Username and Password. 2. In the user profile, Click the Action Center tab. 3. From your Action Center, locate the “You have a third-party access request pending” action item. a. Click the “Respond to the Request” hyperlink. 4. On the Third-Party Access Approval page, you will see the Username, Web Profile Name, and Email of the person who has requested access to your account. Additionally, you will see the Account Type for the request. a. Click No or Yes to Approve Third Party Access. b. Select the third-party Access Type from the drop menu. You can grant permission to File Returns, File Returns and Make Payments, Make Payments, and View. c. Click Next. 5. Review your third party request. a. When ready, click the Submit button for your request to be sent to your taxpayer for approval. 6. A Confirmation page will appear. Click Ok. 7. A Confirmation page displays. To obtain a printed copy of this page, click Printable View. Otherwise, click OK to be returned to the MyTax.DC.gov homepage. |
https://mytax.dc.gov/WebFiles/Documents/Tut/Bus/MA/How_to_Request_and_Approve_Third_Party_Access.pdf | 4/24/26 |
| Florida | Provide Avior with the login credentials you use to access Florida eServices. There are two login options available — but the preferred and best method is to obtain the details for Login Option 1: *Login Option 1: User ID (Format AF1234567890) Password (Usually a 8-digit or 8-character code. Format 123456789 ) Login Option 2: Florida Certificate Number (A 13-digit number. Format 1234567890123) Florida Business Partner Number (Usually a 6 to 10-digit number) |
4/24/26 | |
| Georgia | 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 Avior in the Business Details section. If different, please provide Avior 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. Confirm if you have third-party access enabled in your account From the home page, click the Manage My Profile link at the top of the screen Click the More… menu tab Click the Manage Third Party Access link under the Access Management tile Ensure that the following settings are enabled: Allowed: Yes Default Account Access: File Returns and Make Payments |
4/24/26 | |
| Hawaii | Finding the Required Onboarding Information Login to your HiTax logon For Country and Zip Code: Reference the address listed under your General Excise tax account and confirm if the registered Address is the same as the address you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Address in Hawaii. Note: You can edit the registered address for your HI General Excise tax: click the More... menu tab, then click Manage Addresses to review and edit your registered addresses Important: Verify your address is correct if you don't have a Letter ID or payment amount for Avior, as we may need to request a validation code sent to your registered address. An incorrect address will delay the onboarding process. For Letter IDs: Click the More... menu tab Click View Letters Open your most recent letter relating to your General Excise tax account and copy the Letter ID (format: L1234567890) If no letters are available and your Hawaii account isn't a new registration, click the Search menu tab to search historical periods for letters. However, since the most recent Letter ID is usually required, providing a recent payment amount may be preferable if available. For Payment Amounts: From the home page, click the More.. menu tab Click Manage Payments and Returns From the Accounts dropdown, select General Excise (G-45) From the two Show dropdowns, select Payments and Posted Provide the latest payment amount made for either the General Excise (G-45) or General Excise exactly as shown in myPATH. |
4/24/26 | |
| Idaho | Step 1: Provide the Following Required Onboarding Information Log in to Idaho TAP Locate your “Sales & Use Tax” account listed on the Summary tab. For Business Name, confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Business Name in Idaho. Forthe Idaho SUT Account ID, please provide the 11-digit account ID (format: 123456789-12) listed on the Account tile. Filing Frequency: Click File/View Returns within the Sales & Use Tax account tile Review the return periods listed to determine your filing frequency Note the date of your very first return filed, as this may correspond to your Effective Registration Date Click back to return to the home page How to Manage Third-Party Access Settings Click the Manage My Profile link in TAP Click the More tab Click Manage Third Party Access in the panel labelled Access Make sure the settings are as follows: Allowed: Yes Default Account Access: File returns and make payments *You can change these settings by clicking the links Effective Registration Date (Required for First Return Filings Only): Your effective registration date can typically be found in your original registration application or registration confirmation documents This date should align with when you filed your first sales and use tax return If you cannot locate this date: We recommend contacting the Idaho State Tax Commission to confirm your effective registration date. You can do so by following these steps: Click the Contact Us button in the uppermost menu bar (within the TAP website) Scroll down to the Submit a question section and click the Sales/Use & Withholding button Fill out the email form. When asked what your question is, ask, “Can you please confirm what the Effective Registration Date is for this account? Thank you.” Submit this information to Avior for Review Note: You will not be able to provide a TAP Access Code at this time. This will be provided in Step 2 of the third-party access request. Please see the next steps for further details. Step 2: Provide the TAP Access Code TAP Access Code - We’ll help you get this code through the Idaho access request process. Please reference the next sections to know when it should be provided. Outline of the Idaho Onboarding Workflow Step 1: Avior will complete the initial online Access Request Avior will request online access to your Account using your FEIN, Legal Business Name, and Account ID. This will trigger a Letter with an TAP Access Code to be mailed to your business location. The letter will arrive in 5-10 business days. Avior will inform you when the letter has been initiated and when you should expect to receive it. Please keep an eye out for this letter. Step 2: Enter the TAP Access Code: When you receive the letter in the mail, please provide/submit the TAP Access Code to Avior. Step 3: Avior will complete the final online Access Request Avior will complete the second step of the online access request with the TAP Access Code you provide. Avior will confirm if the access is successful or contact you if they require additional information. |
4/24/26 | |
| Illinois | Finding the Required Onboarding Information Log in to MyTaxIllinois Confirm Third-Party Access is Enabled Click Manage My Profile Click the More… menu tab Click Manage Third Party Access Confirm the settings are as follows: Allowed: Yes Default Access: Third Party Default Account Access: File & Pay |
4/24/26 | |
| Indiana | Step 1: Locating the Requested Information Log in to the INTIME account Locate your Sales Tax account For Business Name, confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered MA Business Name for your Sales Tax account. Reference the Filing Frequency, detailed under the Sales account tile. For Effective Registration Date (Required for First Return Filings Only): Click the All Actions menu tab 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 VBTA - Verification of Business Tax Account Information letter. Open it and provide us with the “Date Issued”. This is your Effective Registration Date. *NOTE: Avior will use the Business Name provided in your Business Details in Avior unless you inform us otherwise (via email). The third-party access request will be unsuccessful if we do not use the exact Business Name associated with your Sales Tax Account. Therefore, please review this carefully. Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Approving Avior’s Access Request Important: You have only 14 days to approve the request before it expires. Log in to the INTIME account Click the Requires Attention (tab) page Click the Open power of attorney access hyperlink Click on the Manage Power of Attorney access hyperlink The name of the tax practitioner (Jamal Elsaadi), the preparer's company name (Avior), and a list of business tax accounts will appear with the options to approve access to all accounts, reject access to all accounts, or provide access to select accounts Click Approve All Click Submit Confirmation that access has been granted to Avior will be provided and can be printed (or saved as a PDF) for your records |
4/24/26 | |
| Iowa | Note: Please reference the Outline of the Iowa Onboarding Process at the end of this guide to understand the workflow. But first, you should provide Avior with the information required for the first step of the third-party access request. Step 1: Provide the Following Required Onboarding Information Log in to GovConnectIowa From the Summary page, locate your Sales and Use (Retail) account Indicate in the Avior Onboarding if you are registered for a Sales and Use account or a Sales and Use Retail account Provide the Account (Permit) Number Find the 9-digit Account (Permit) number (format: 0-00-000000) listed under the word “Account” on the Sales and Use (Retail) account tile Provide the IDR ID: Find the "IDR ID" Listed under the business name (10-digits, format: 0000000000) Filing Frequency Click File, Amend, or View Returns within the Sales and Use (Retail) account tile Review the return periods listed to determine your filing frequency Note the date of your very first return filed, as this may correspond to your Effective Registration Date Click back to return to the home page For Customers with a Payment History: If you have a payment history with your Sales and Use Tax account, please provide these two additional pieces of information. This will expedite the onboarding process by allowing Avior to obtain immediate third-party access, eliminating the need to wait 5-10 business days for a mailed access code. Previous Payment Amount From the home page, click the I Want To… menu tab Under the Quick Links tile, click the Returns and Payments Dashboard link From the Accounts dropdown, select your sales and use tax account (ensure this is the account type you selected in Avior) From the Show dropdown fields, select Payments and Posted Then copy and provide Avior with the latest payment amount displayed Letter ID From the home page, click the I Want To… menu tab Click View Letters under the Correspondence tile Open the most recent letter in your Inbox for your Sales and Use tax account. If there aren’t any letters in your Inbox, click the Search menu tab Click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search Open the most recent letter (top of the list) for your Sales and Use tax or Sales and Use Tax Retail account. Copy the Letter ID from the header (format: L1234567890) *Note: If you do not have any letters available, you can send a message to request one. This is recommended for international businesses that are not located in the United States or businesses that do not have access to checking their mail easily. How to request a letter ID: Click Back Under the I Want To.. menu tab, click Send a Message in the Correspondence tile Click on your Sales and Use tax related account (Sales and Use or Sales and Use Retail) Click on This message doesn’t concern a specific period Click Other then copy the following template message Subject: Request for a Letter ID Message: Hello, I would like to request a Letter ID for my Sales and Use Tax account for my third-party provider to use to request third-party access to my sales and use tax account. Thank you. Note: You should log back in tomorrow to check for a message response and/or a new issued letter. Then enter the Letter ID in Avior. (Optional) Effective Registration Date *We only need to know your registration date if it is specifically requested. Your effective registration date can typically be found in your registration confirmation documents provided by the Department of Revenue. This date should align with the first return available online for your tax account (as explained in the Filing Frequency section above) If you cannot locate this date: We recommend contacting the Iowa Department of Revenue to confirm your effective registration date. You can do so by following these steps: Electronically: Click the I Want To… menu tab Click the Send a Message link Select the Sales and Use (Retail) account Select the first return period Select Account as the message type Template Subject: “Effective Date of Registration Confirmation” Template Message: “Can you please confirm the effective registration date for this sales and use tax account?” *Note: then regularly login to check for a response message. By Phone: The registered officer or an authorized representative can call Iowa at 1-515-281-3114 to request the effective registration date over the phone. Submit this information to Avior for Review Note: You will not be able to provide a TAP Access Code at this time. This will be provided in Step 2 of the third-party access request (if necessary). Please see the next steps for further details. Step 2: Provide the Mailed Access Code Access Code - We’ll help you get this code through the Iowa access request process. Please reference the next sections to know when it should be provided. Outline of the Iowa Onboarding Workflow Step 1: Avior will complete the initial online Access Request Avior will request online access to your Account using your Account Type, Account Number, IDR ID and one of the following two options below. Option 1 (Expedited - With Payment History): If you have a payment history, we will also enter your latest Payment Amount and Letter ID to obtain immediate third-party access. This allows us to skip the mailed access code process entirely, and you can proceed directly to filing setup. Option 2 (Standard - Without Payment History): If you do NOT have a payment history, our access request will trigger a Letter with an Access Code to be mailed to your business location. The letter will arrive in 5-10 business days, and we will need to wait for this code to finalize access. Avior will inform you which option applies to your account and, if applicable, when the letter has been initiated and when you should expect to receive it. Please keep an eye out for this letter. Step 2: Enter the Access Code: When you receive the letter in the mail , please provide/submit the Access Code to Avior. Step 3: Avior will complete the final online Access Request Avior will complete the second step of the online access request with the Access Code you provide. Avior will confirm if the access is successful or contact you if they require additional information. |
4/24/26 | |
| Kansas | Follow these simple steps to allow Avior to file tax returns for your company: Finding the Required Onboarding Information Log into the Kansas Customer Service Center (KCSC) Locate your Account Listing chart Please tell us which Account Types you are registered for (of the options available) by referencing the names in the “Account Type” column For each account type: Enter your Account Number exactly as it is listed in the “Account” column (15 characters, formatted like: 123-123456789-F01) Enter your Filing Frequency by referencing the “Filing Frequency” column Enter your Access Code (8-character alphanumeric code) |
4/24/26 | |
| Kentucky | Finding the Required Onboarding Information Sign in to the KY MyTaxes Portal If you do not have a MyTaxes account and need to create a login for your business, you can follow the instructions in this guide: How to Create an Account Click the Sales and Use Tax/Sales and Use Filing Account listed under “Tax Account” on the Home page *Note: If you don't have a Sales and Use Tax account linked to your login, follow the steps in this guide: How to Associate (Link) Accounts with PIN *Note: We typically don't support returns for the Consumers Use Tax account. If you're registered with the Consumer's Use Tax account, please email Avior to confirm if we can support this for you Account Information: After you click on the Sales and Use Tax account, you'll find the following information we need (under the Account Details section): Business Name: Confirm if the registered “Taxpayer Name” is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered KY Taxpayer (Business) Name. Account ID (9-digit number) Effective Date - please enter this as your Effective Registration Date (formatted as MM/DD/YYYY). Account Status - please email and inform Avior if your account is closed, as we may need to resolve this before continuing onboarding Filing Frequency - reference the Filing Periods chart at the bottom of the Account Summary page to determine how often you file your tax returns. Account Validation: Choose one of these validation methods: Option 1: Gross Receipts Amount (recommended if you've filed returns) Provide the "Total Receipts" amount from line 1 of your most recently submitted return To find this online: Click the Transactions menu tab Click File a Form Account Type: Select your Sales and Use Tax account Form Type: Select Sales and Use Tax Worksheet (note: this may vary by taxpayer) Return Type: Select Amended Return Period End Date: Select your most recent return period Click Next Reference Line 1 Total Receipts and provide the exact amount Option 2: PIN (only if you haven't filed returns yet) Use the 10-digit PIN that was mailed to you (it usually arrives after your registration confirmation documents) This is the same code you used to link your tax account to your Kentucky MyTaxes account. Note: PINs expire after 90 days. If you registered more than 90 days ago, you will need to request a new PIN. If you don't have your PIN, you can call Kentucky at (502)564-5170 to request the PIN immediately (if you registered less than 90 days ago). Alternatively, Avior can request for a new PIN to be mailed to you (if it is expired). If this is what you prefer, then you can leave PIN blank in onboarding. |
4/24/26 | |
| Louisiana | Louisiana has different filing methods depending on whether you're a remote seller or have a physical location in Louisiana. Follow the appropriate section below to allow Avior to file tax returns for your company. Determine Your Filing Method Choose the section that applies to your business: Remote Seller: You sell into Louisiana but have NO physical location in the state You have an existing login and file returns via the Remote Seller website Your registration confirmation documents say you are a Remote Seller Physical Location: You have a physical location, office, warehouse, or other presence in Louisiana You have an existing login with LaTAP Your registration confirmation documents say you are registered for a Sales tax account and instruct you on how to access LaTAP Option A: Remote Sellers (No Physical Location in Louisiana) We file returns via the LA Remote Seller Website, which allows us to report state and parish taxes together on one return. Step 1: Account Setup & Finding the Required Onboarding Information Log in to your business’s LA Remote Seller account. If you don’t have an account, create one by clicking "Create a Business Account". Click the Account Center menu tab (don’t just hover over it) Click Corporate Information Provide Avior with the Email Address associated with your business account Step 2: How to approve the third-party access request: Avior will then submit a third-party access request via the Remote Seller portal using the provided email address. When it is ready to be approved, you’ll receive an email from LA Remote Sellers containing a confirmation code. Log in to your business’s LA Remote Seller account Enter the confirmation code, when prompted, to grant us access to manage your account If you do not receive the prompt or this email (with confirmation code), contact us at support@avior.tax Remote Sellers can stop here. Option B: Physical Location in Louisiana Step 1: Complete LaTAP Setup (All Louisiana Taxpayers) Use this section if you have a physical location in Louisiana. We file returns via both the LaTAP website (state taxes) and Parish E-File website (parish taxes). You'll need to complete both steps below. Log in to your business’s LaTAP account Locate your Sales tax account on the Summary tab Provide the 10-13-digit Account Number (format: 1234567-123 OR 1234567-123-123) from the account tile. Enter the Country and Zip Code associated with the address displayed on your Sales account tile If your address doesn’t have a Zip Code, then you can enter “00000” in Avior Filing Frequency Click View returns within the Sales tax account tile Review the cadence of the return periods listed to determine the filing frequency. Click back to return to the home page Effective Registration Date (Required for First Return Filings Only) Click the More… menu tab Click View Letters Find your Sales Certificate letter. If it is not displayed then, 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 Certificate letter. Open it and provide us with the “Effictive date” on the sales certificate. Then navigate back to the home page of LaTAP Last payment amount (Skip to the next step if you do not have a payment history): Click the More.. menu tab Click Manage Payments and Returns From the Accounts dropdown, select Sales From the two Show dropdowns, select Payments and Posted Provide the latest payment amount exactly as shown in LaTAP. For Accounts without a Payment History For accounts without an existing payment history, please follow the steps below to create an additional logon for Avior. This additional logon will allow us to support your account until a payment history is established. Once payments have been recorded, we will switch to the standard third-party access request using our designated third-party preparer login. Creating an Additional Logon for Avior *Note - Only the Master Administrator for the business can complete this step. Please let Avior know if you are blocked because you don’t know who the Master Administrator is. Click the Manage My Profile link Click the More … tab Click Manage Additional Logons Click Add *We don’t know the exact credentials you have to enter, but please enter these details if they are requested.: Logon: Create a username with your business name and "TA" to help identify which login belongs to which taxpayer. For Example, if your business name is "Google Ltd.", use "GoogleTA" as the username. Name: Jamal Elsaadi Email: support@avior.tax Step 2: Parish E-File (Parish Taxes) Account Setup & Finding the Required Onboarding Information Log into your Parish E-File account If you don’t have an account, create one by clicking Sign Up then Create a Business Account. Click the Account Center menu tab (don’t just hover over it) Click Corporate Information Provide Avior with the Email Address associated with your business acocunt Avior will then submit a third-party access request via the Parish E-File portal using the provided email address. When notified, please accept the request by following the instructions below. Access Approval: You'll receive an email from Parish E-File (parishefile@avenuinsights.com) with a confirmation code Log in to your Parish E-File account Enter the confirmation code when you see "Account Management Confirmation" If you don't receive the prompt or email, contact us at support@avior.tax |
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| Maine | PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Step 1: Finding the Requested Onboarding Information Log in to the Maine Tax Portal From the Summary tab, locate your Sales and Use Tax account Enter the 8-digit Account ID located on the Account tile (format: 1234-1234) For Filing Frequency, you can confirm this in two ways: 1. By reviewing the cadence of your tax returns From the Summary tab, click the View and File Returns within your Sales and Use Tax account tile Review the return periods to determine if your filing frequency is monthly, quarterly, semi-annual or annual 2. Locating your "Invitation to the Maine Tax Portal" letter From the home page, click the More… menu tab Click View Letters Click the Search menu tab and enter a Sent From date before your registration (example: year 1980) and click Search Scroll all the way down and locate your Invitation to the Maine Tax Portal letter Open it and provide us with the “Filing Frequency” at the end of the letter Confirm that Third Party Access is enabled in your settings Click on Manage My Profile Click on the More… tab Click on Manage Third Party Access (under the Access Management tile) Make sure third-party access is allowed and that the default account access is "File Returns and Make Payments." You can correct/update these setting by clicking the links. Note: These settings determine whether Avior can request access to your accounts and what level of access is initially granted. If third-party access is not allowed, we will be unable to request access. If you do not have the ability to confirm these settings, you may not have Master Full Access to your business account. Only the user with Master Full Access can approve our access request. In the meantime, please answer “No” in Avior to the question: “Have you confirmed that Third Party Access is enabled in your settings?” We will attempt to request access without this confirmation. If we are blocked from submitting the request, please identify the user with Master Full Access or contact Maine Revenue Services to request that your login be updated to have Master Full Access, so that we can be allowed to request access to your Maine tax account. You can confirm what access you have to your business by following these steps: Click on Manage My Profile Click on the More tab Click on Manage My Access (Under the Access Management section) For Effective Registration Date (Required if Avior is filing your first return): Click the Manage Locations link on the Sales and Use Tax “Account” tile Click the link for the appropriate business under the Location Name Provide the Location Start Date as the Effective Registration Date Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Approving Avior's Third-Party Access NOTE: After you provide your Account ID to Avior, they will send an online access request that will require approval. Once Avior notifies you that the request is ready for your approval, please follow the steps below. NOTE: This must be done by a user who has permission to manage other users in your Business Account (“Master Full Access”). Log in to the Maine Tax Portal Click on Manage My Profile Click on the More tab Click on Pending Third Party Requests (Under the Access Management section) Click Accept for Jamal Elsaadi (Username: Avior) Note: this is Avior’s User Account Details If asked, select the Access Type as File & Pay Click Confirm Then, in the Avior Onboarding (Jurisdiction Information), indicated that you have accepted the third-party access request to notify Avior that they can review and complete the Onboarding process. Additionally, Avior will receive a message from the DOR once you approve the request for access. |
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| Maryland | Step 1: Finding the Requested Onboarding Information Log in to MD Tax Connect Click the SALES AND USE TAX/FILING account link from your listed Tax Accounts. Effective Registration Date (Required for First Return Filings Only): Provide the Effective Date listed in the Account Details section Note: Additionally, ensure that the Account Status is “Open”. If it is closed, we will not be able to submit any tax returns. Filing Frequency: Review the cadence of the return periods listed in the Filing Periods section to determine the filing frequency. Step 2: How to Setup Third-Party Access for Avior PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. PLEASE NOTE: Maryland provides a visual guide for the third-party setup process, which includes helpful screenshots. If you prefer step-by-step visuals, you can reference the official guide provided by Maryland. However, you must also reference our written guide below, as it contains the specific Avior information required to grant us the correct permissions and access. Log in to MD Tax Connect using your business account. From the main account page, select Profile Information from the menu at the top of the page and click Manage Authorized Users from the dropdown menu In the Manage Authorized Users page, click the Add New Authorized User button on the right In the New User Authorization page, enter the following User info for Avior, then click Next User ID: Avior Registration Confirmation Number: TU00000309842 On the User Details page, select the accounts to which you will grant Avior access (by selecting the checkbox in the first column). For example, you must select the Sales and Use Tax Account for Avior to submit your SUT returns. For the Start Date, enter today’s date or a historic date up to three years prior. The End Date is not required. Press the “Apply a Template” dropdown box in the “Assignments” column. Select the “Full Access” or the “Payroll Access” Then click Save. This will open a New User Confirmation page, detailing all the accounts and functions being granted. Click Confirm to continue. You will be returned to the Manage Authorized Users page, and a confirmation message will be visible at the top of the page. A confirmation Email will also be sent to the Account Administrator and to Avior. Once all the account assignments have been selected, you will return to the User Details page. Click Save. This will open a New User Confirmation page, detailing all the accounts and functions being granted. Click Confirm to continue. You will be returned to the Manage Authorized Users page, and a confirmation message will be visible at the top of the page. *Note: A confirmation Email will be sent to your business’s Account Administrator and to Avior. |
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| Massachusetts | Step 1: Confirming the Registered Legal Business Name Log in to MassTaxConnect Locate your Sales Tax account For Filing Frequency, provide the filing frequency that is listed on the “Account” tile under your Sales Tax account. Also, please confirm whether the registered *Business Name" in Massachusetts matches the legal business name you provided in the Business Details section of your Avior profile. If it is different, please provide Avior with your registered Massachusetts Business Name for your Sales Tax account. You can do this by emailing support@tax.com Template subject: [YourCompanyName] Onboarding – Massachusetts Template message: Hello, my registered Legal Business Name is different in Massachusetts from the Business Name provided in our Business Profile in Avior. Our registered Legal Name in Massachusetts is [Business Name]. Please use this business name when submitting our third-party access request in MassTaxConnect. Thank you. *NOTE: Avior will use the Business Name provided in your Business Details in Avior unless you inform us otherwise (via email). The third-party access request will be unsuccessful if we do not use the exact Business Name associated with your Sales Tax Account. Therefore, please review this carefully. Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Approving Avior’s Access Request PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log in to MassTaxConnect Select the Manage My Profile hyperlink in the top right section of the panel Select the More… tab and then the View Access Requests from Third Parties hyperlink in the Third Party Access panel Select the Approve hyperlink for the request Select the check box in the Give Rights column Select the access type in the Granted Rights column (File and Pay) Avior will receive a message from the DOR once you approve the request for access |
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| Michigan | Important Note Before You Begin Unlike most states, Michigan’s MTO system does not follow a standard format when requesting third-party access. The questions we are asked vary each time we initiate or retry access. These may include (but are not limited to): A list of all registered tax types Filing frequency (for the SUW return) Business ownership type Legal business address Business phone number Line-item data from a previously submitted annual 5081 return Other miscellaneous details Because of this, we are asking you to help us by carefully verifying and providing the most commonly requested details up front. Do not guess. Please reference the exact information in your MTO account to reduce delays and errors. What You Need to Do Business Registration Related Questions Log in to your MTO business account Click on Manage Business Registration under the Registration Services section on the Dashboard Select the Business Name you are onboarding with Avior If you have access to the business here, then answer "yes" to the question in Avior that says: "Do you have access to Manage your Business Registration?" If you do not have access to the business here, then answer "no" to the question in Avior that says: "Do you have access to Manage your Business Registration?". If you do not, you will need to inform us of that correctly because it will change the Under the Business Information section displayed, provide the following information in Avior: FEIN Registered Tax Types (Select all that are listed) Legal Address Business Phone Number Then in the side menu bar, click Business Details under the Manage My Business section Reference the Business Ownership Type displayed in the Basic Business Details and select the corresponding ownership type in Avior. Then click Cancel or the back button Sales Tax Related Questions Now you need to navigate to your Sales Tax details. You can do this by either clicking: Under Other Access Rights, click the Sales, Use and Withholding Tax button. if this is not available for you here then.. Click the Home icon, then click on Sales, Use, and Withholding (SUW) Tax under the Tax Services section, then select the Business Name you are onboarding with Avior. Under the side menu bar, click the File and Pay a Tax Return link In the Required Returns table, reference the filing frequency for the sales and use tax account(s). Enter the filing frequency for your sales and use tax return in Avior. *Note, there will always be an annual 5081 return due. Do not select annual as the filing frequency unless you submit your 5092 returns on an annual basis also. If you are unsure, you can confirm this by reviewing your filed returns. Then, in the side menu bar, click View and Print Field Returns under the File & Pay Options section to confirm if you have submitted any annual 5081 returns. In the Return Type dropdown field, select Annual Filings In the Tax Year dropdown field, select the prior year If there is an “Annual” return for Sales and Use tax account(s), please click the confirmation link to download the return and confirm that it is a 5081 Form (in tiny font on the top-left-hand corner of the page headers). If so, please email a copy to Avior at support@avior.tax with the following template message. Template message: "Attached is the requested annual 5081 return for [Business Name]'s Michigan subscription”. If you carefully followed all of these instructions when answering the Michigan onboarding questions in Avior, then please confirm this with the confirmation question asking you to confirm if you were able to verify all these questions in MTO. If you were not able to follow these instructions perfectly, it is very important that you answer "no" to this confirmation question. Otherwise, your onboarding could be significantly delayed. Why This Matters If we submit incorrect answers: The request will fail When we try again, the questions change unpredictably We may be asked for new, unprovided information Eventually, we may be forced to request a mailed access code, which significantly delays onboarding What To Double Check Before submitting anything to us, please ensure: All details exactly match what is listed in your MTO portal You’ve pulled the information directly from your business account, not memory or assumptions You’ve provided the most current and accurate values |
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| Minnesota | Step 1: Finding the Required Onboarding Information Log in to MN e-services On the home page (Accounts menu tab), locate your Sales & Use Tax account Minnesota Account ID: Provide Avior with the 7-digit account ID on the Sales & Use Tax account tile (format 1234567) Filing Frequency: Click the View/Edit Sales Account Attributes on the Sales & Use Tax account tile Provide Avior with the Filing Frequency Effective Registration Date (Required if Avior is filing the first return): From the home page, click the I Want To… menu tab Click View Taxpayer Summary in the Customer Information section On the second page, locate the Begin Date and provide this as the Effective Registration Date Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Approving Avior's Access Request Log in to MN e-services Click the Manage My Profile link Click the I want to… tab Click the Set up access with another business (in the Access section Click the Avior 3rd Party Access Request to approve it You may need this information: Email: admin@avior.tax Name: Jamal Elsaadi Select Allow (button) Keep All Accessselected as Access Type/Level Click Submit |
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| Mississippi | Follow these simple steps to allow Avior to file tax returns for your company: Finding the Required Onboarding Information Log in to MS TAP Account IDs (per tax type): Your registered tax accounts will be listed on the Summary tab Provide the 8-digit account IDs under each “Account” tile for each tax account (format: 1234-1234) Filing Frequency (per tax type): Click File, View, or Amend Return within the necessary tax account tile Review the return periods listed to determine your filing frequency Click back to return to the home page Letter ID (per tax type): Click the More Actions tab Click the View Letters link Pay attention to the Account ID column (if you have multiple tax accounts) because you need to provide the most recent Letter ID for each tax account (Sales Tax and Use Tax) Open the most recent letter and copy the Letter ID from the header (top-right corner). The ID begins with an "L" followed by a 10-digit number. If the first letter you opened doesn’t have a Letter ID, continue to open other letters you find a Letter ID. Letter ID’s Effective Registration Date, per tax type (Required for First Return Filings Only): Click the More Actions menu tab Click View Letters Click the Search menu tab Enter a Sent From date before your registration (example: year 1980) and click Search Scroll all the way down and locate your Permit letter (for each tax account Sales Tax and/or Use Tax). Open it and provide us with the “Date Issued” date withing the actual permit on the second page of the letter |
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| Missouri | Option 1: MyTax Missouri Account Holders Finding the Required Onboarding Information Log in to Missouri’s MyTax Note: We recommend setting up a MyTax account with Missouri if you haven't already. This allows us to view your account status and filing history, helping us ensure better compliance and catch any potential issues early. Without a MyTax account, we'd need to use guest filing, which limits our ability to monitor your account and provide the best service. Reference the Tax Accounts listed on the home page. Do you have access to all of the registered Tax Accounts that you wish for Avior to file returns for? Please indicate in the Avior onboarding page. For each registered tax account, provide the following information: MOID - copy the 8-digit MOID (Account ID) for each account type and enter in Avior in the corresponding question. Filing Frequency: From the home page, click on the tax account Reference the Filing Periods chart at the bottom of the Account Sumamry Reference the Period Start Date and Period End Date of the filing periods to determine the filing frequency Enter the filing frequency for the corresponding account in Avior Effective Registration Date (Required for First Return Filings Only): From the home page, click on the tax account Reference the Effective Date in the Account Details. Enter this date as the Effective Registration Date for the corresponding tax account in Avior, formatted as MM/DD/YYYY How to Grant Avior Third-Party Access PLEASE NOTE: This must be done by the user with the Administrator role in MyTaxes. Missouri provides a video guide for the third-party setup process, which includes helpful screenshots. If you prefer step-by-step visuals, you can reference the video. However, you must also reference our written guide below, as it contains the specific Avior information required to grant us the correct permissions and access. Log in to Missouri’s MyTax website From the main account page, select Profile Information from the top menu and click Manage Authorized Users from the dropdown On the Manage Authorized Users page, click the Add New Authorized User button on the right In the New User Authorization page, enter the following User info for Avior, then click Next User ID: Avior Registration Confirmation Number: 9901006212343 Click Next On the User Details page: Select the business you want to grant Avior access to (checkbox in the first column) For the Start Date, enter today’s date or a historic date up to three years prior. Leave the End Date blank (not required) (Option 1 of 2) Template Option - The easiest option to assign our third-party access rights is to assign a template: Press the “Apply a Template” dropdown box in the “Assignments” column. Select the “Full Access” or the “Payroll Access” *Note: You can now skip the “Manual Option” steps if you applied a template. (Option 2 of 2) Manual Option - Alternatively, you can manually assign specific access rights to Avior: Press the Taxpayer Functions dropdown in the “Assignments column”. These functions are functions associated with your business, not a specific tax account. On the Authorized Taxpayer Functions page, check the box at the top left under the word Assign to assign all functions, then click Ok. Note: You can deselect any business functions you do not foresee needing Avior’s assistance with. On the User Details page, click the Tax Type Authorizations button in the “Assignments” column Check the box(es) for the sales and use tax related tax types (tax accounts) that you would like to authorize Avior to access. Example: The Sales Tax and Vendors Use Tax accounts. Enter the Start Date used earlier for each tax type Per selected tax type, select the Tax Type Functions dropdown in the Assigned Functions column to ensure we have the necessary functions to manage your return submissions. Example: Select File Returns and Pay Returns Note: You can select any tax additional functions you think you may want Avior’s assistance with in the future. Click OK Then click Save. This will open a New User Confirmation page, detailing all the accounts and functions being granted. Click Confirm to continue. You will be returned to the Manage Authorized Users page, and a confirmation message will be visible at the top of the page. *Note: A confirmation Email will be sent to your business’s Account Administrator and to Avior. Option 2: For Non-MyTax Missouri Account Holders How to Create a MyTax Missouri account Important Information before you begin: The account must be created with the registered officer’s information. You must know: Registered officer’s name Last 4 digits of their SSN Date of birth You must also have the following account information: FEIN MOID (8-digit Account ID) PIN (4-digit PIN) Go to Missouri’s MyTax to create an account for your business Note: you can watch this YouTube video for a visual demonstration of how to create your MyTax Missouri account. Complete the user account setup prompts Important: Use the registered representative/officer’s name, as you will need to enter their SSN and Date of Birth for identity verification. Important: Save the Registration Confirmation Number, security questions/answers and login credentials. After logging in with your new password, you will be prompted to Complete Your MyTax Missouri Account. Click the “Manage Accounts” link Follow the prompts to complete the account verification information Finding the Required Onboarding Information Please attempt to set up a MyTax account if possible. Note: We recommend setting up & obtaining access to a MyTax account with Missouri if you haven't already. This allows us to view your account status and filing history, helping us ensure better compliance and catch any potential issues early. Without a MyTax account, we'd need to use guest filing, which limits our ability to monitor your account and provide the best service. Filing Frequency: The filing frequency for each tax account can be found in your welcome letter from the Missouri Department of Revenue or on copies of your returns. Or a registered member, officer, POA, MOA, or authorized representative on file can contact Missouri to request this information by emailing businesstaxregister@dor.mo.gov or calling 573-751-5860 Effective Registration Date (Required for First Return Filings Only): The filing frequency for each tax account can be found in your welcome letter from the Missouri Department of Revenue or on copies of your returns Or a registered member, officer, POA, MOA, or authorized representative on file can contact Missouri to request this information by emailing businesstaxregister@dor.mo.gov or calling 573-751-5860 PIN: The PIN can be found on your welcome letter from the Missouri Department of Revenue, which includes your MOID tax ID number and 4-digit PIN. If you do not have access to this letter, then a registered officer or authorized representative (POA) can use the DORA CHAT features on the Missouri Department of Revenue website to request the PIN. Required verification details for PIN retrieval: General Business Details: Legal Business Name Mailing Address (including the country) Email* Phone Number* *If the registered Email and phone number are not known, the Officer can update them via chat The Officer Details: First and Last Name Last 4 of SSN Birthday The POA: Full Name Phone Note: If we need to complete a POA for Avior, processing may take 1–5 business days before we can obtain the PIN. If you can provide the officer’s info, we may be able to obtain it more quickly without waiting for the POA to be processed. Additional Resources: YouTube video: How to grant third party access (Manage Authorized Preparers) |
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| Montana | To request third-party access, follow these steps: Step 1: Access TAP and Log In Go to the TransAction Portal (TAP) ↗. If you are an existing user, log in. If you are new, click “New user? Setup online access.” Step 2: Open Your Profile Once logged in, click Manage My Profile in the upper right corner of your screen. Step 3: Expand Options Click the More... option. Step 4: Request Third-Party Access In the Access Management box, click Request Account Access as a Third Party. Step 5: Select the Account Type Choose the account type you want to access from the dropdown list. Step 6: Enter Taxpayer Information Provide the required taxpayer details, including: Account ID Zip code Additional verification information (such as the client’s FEIN) Then click Next. Step 7: Review and Confirm On the summary screen, read the statement carefully. Check the box to confirm you understand the statement. Verify that all information provided is accurate. Click Submit. Step 8: Save Your Confirmation You will see a confirmation page with your confirmation number. You may select Printable View to save a copy. Or click OK to close the screen. You have successfully completed your third-party account access request in TAP. |
https://revenuefiles.mt.gov/online-services/transaction-portal/requesting-access | 4/24/26 |
| Nebraska | Follow these simple steps to allow Avior to file tax returns for your company: Finding the Required Onboarding Information Enter your Filing Frequency and Registration Date Enter your Nebraska ID Number (usually 6-9 digits long) Enter your Nebraska PIN (5-digits) These are the credentials used to login to the NebFile portal to submit your NE Sales and Use Tax Returns. Additionally, both numbers can be found on a sales and use tax return. |
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| Nevada | Finding the Required Onboarding Information Log in to My NV Tax Note: If you do not have access to your Sales & Use tax account in My NV Tax yet, then follow the instructions below in the Linking a Tax Account section first before you proceed with the onboarding requests in Avior. For Business Name, confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Business Name in Nevada. For Account ID, enter the 12-digit account ID beginning with "SUT" (format SUT-0000-0000-0000) found on your Sales & Use Tax account tile. If providing a Payment Amount for verification Click the More… menu tab Click the Manage Payments and Returns In the Show section, select “Payments” and “Posted” from the two dropdown fields. Then leave “All” selected in the other dropdowns Provide Avior with the latest payment amount for either of these accounts: Sales & Use Tax Consumer Use Tax Cigarette & Other Tobacco Products (OTP) Tax Liquor Tax Live Entertainment Tax (LET) Real Property Transfer Tax (RPTT) If providing a Tax Due Amount for verification: In the Accounts section, select “Sales & Use Tax” In the Show section, select “Returns” and “Filed” from the two dropdown fields. In the For Periods section, leave “All” selected Click the link in the Status column for the most recently filed Sales & Use Tax return Click Print Summary Provide the “Total Sales Tax” Amount in the table (this must be the “Total Sales Tax” line before collection allowance, penalty and interest) If you have no previous return submissions: Enter the Mailed Access Code you used to link your tax account. If you never received one or do not have one, leave the Mailed Access Code field blank, and we will request a new one to be mailed to you. Note: Avior will try to gain access using the same mailed access code you used. However, we will most likely need to request a new one. Linking A Tax Account If you've recently registered for a Nevada Sales and Use Tax account but can't access it in My NV Tax yet, follow these steps to link your tax account to your login. Step 1: Requesting Account Access Log in to My NV Tax Click Manage My Profile Click the More… menu tab Click Request Access to an Account Read the requirements, then click Next Select the Business Type from the Business Type dropdown box Enter the following business information: FEIN, Legal Business Name, Sales & Use Tax Account ID (format SUT-0000-0000-0000) Choose your verification method: Option A - If you are the business owner, officer, or responsible party: Enter the SSN or ITIN of the business owner to get immediate access This is the quickest method. However, if you cannot provide these details, then proceed with Option B. Option B - If you are NOT a business owner, officer, or responsible party: Select No (this will require waiting for a mailed access code) Click Next Read the information about the letter process, check the agreement box, then click Submit If you selected Option B, watch for the mailed letter with your security code and proceed to Step 2 Step 2: Completing the Access Request with a Mailed Access Code Log in to My NV Tax Click I Want to Click Provide a My Nevada Access Code Click Request Access to an Account Enter the Access Code received by mail from the State of Nevada Department of Taxation. Note: Save this Access Code because you may need to provide it to Avior. |
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| New Hampshire | Third-Party Access via Granite Tax Connect (GTC) Tax professionals can manage client tax accounts, file returns, make payments, and view correspondence through the following steps: Create Account: Go to the GTC homepage and select "Create One" under "Don't have a username?" Request Access: Select the option to create a "Third Party" logon. Provide Client Information: You will need the following to link the account: ID Type Account Type (e.g., Sales & Use Tax) Account ID/License Number Authorization: The client (account owner) will receive a letter from the New Hampshire Department of Revenue Administration (NHDRA) with instructions on how to approve the access request. Access Granted: Once approved, the preparer can access the account. If not approved within 90 days, the request is rejected. |
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| New Jersey | Finding the Required Onboarding Information Log in to the New Jersey Tax Portal If you see a webpage with a “MyNJ” logo in the header, click the “Tax Portal” link under the Treasury Links section. Now, confirm that you are in the correct portal. The webpage header should say “New Jersey Tax Portal”, NOT “Premier Business Services” (which is the old portal). Click the Sales and Use tax account listed under Tax Accounts For Effective Date of Registration (Only required if Avior is responsible for the first filing): Provide the Effective Date displayed under your Account Details Additionally, this is found on your Certificate of Authority that you receive with your registration application submission (listed as “Tax Effective Date”). For Filing Frequency The only options in New Jersey include Quarterly and Quarterly Prepay Quarterly Prepay filers are required to submit monthly payments and returns on a quarterly basis. You will have been notified by the Department of Taxation if you are assigned the Quarterly Prepay filing frequency. Assigned to taxpayers who collect more than $30,000 in Sales and Use Tax in New Jersey during the prior calendar year How to Setup Third-Party Access for Avior PLEASE NOTE: This must be done by a user who has Administrator account for the Business . Log in to the New Jersey Tax Portal If you see a webpage with a “MyNJ” logo in the header, click the “Tax Portal” link under the Treasury Links section. Now, confirm that you are in the correct portal. The webpage header should say “New Jersey Tax Portal”, NOT “Premier Business Services” (which is the old portal). From the toolbar, select Profile Information then choose Manage Delegate Users Click Add New Delegate and fill in the required fields: Avior's Email: admin@avior.tax Avior's Registration confirmation number: TU01000112470 Avior's ID: Avior Click Next The next screen shows User Details, where you assign access to Avior, the Delegate User. Check the box next to your Taxpayer Name Start Date: Enter a date up to 3 years prior to today’s date End Date: Leave this blank to prevent access issues Click Taxpayer Functions: Recommended: Assign all functions (for us to provide the highest level of service) Minimum functions required: “File Returns for all taxes” & “Make Payments for all taxes” Click OK Click Tax Type Authorizations: Check the box next to Sales and Use tax Start Date: Enter a date up to 3 years prior to today’s date End Date: Leave this blank to prevent access issues Click OK Click Save Click Confirm Then confirm that the delegation is complete for New Jersey in the Avior Jurisdiction Information section. |
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| New Mexico | Guide Summary There are two different onboarding methods detailed in this guide: Option One: For Users with the Administrator Role - Add Avior’s Third-Party Access in your business Account Option Two: For Non-Administrator Users with a Payment History - 2.1: Provide Account Details to Avior 2.2: Complete a NM POA (a draft will be provided by Avior) 2.3: Avior Requests Third-Party Access to your NM account via their third-party account Option Three: For Non-Administrator Users without a Payment History - Follow the instructions in this Guide instead: How to create a secondary logon for Avior Option One: How To Give Avior Third Party Access PLEASE NOTE: To manage third party access (delegate third-party access to Avior) you must be the user with an Administrator role for the business in the New Mexico TAP portal. Log in to NM TAP From the Summary tab, locate the Gross Receipts Tax (GRT) account. Enter your Filing Frequency listed under the current return box in Avior Click the Manage My Profile link at the top of the home page Click the More Profile Options… menu tab Click Manage Third Party Access under the Access Management tile Confirm that the settings are set to: Allowed: Yes Default Access: Standard Default Account Access: File Returns and Make Payments *Important: Third-party access must be enabled in your NM TAP settings to allow Avior access to your account. *You can change these settings by clicking the links Click the Add link Click the Next button Enter Avior’s email in the Other Taxpayer’s Logon field: “compliance+1@avior.tax” Click the Add/Edit Account Access button Click Add an Account For Account Type, select Gross Receipts Tax (GRT) For Access Level, select Administrator (Account Admin) or File Returns and Make Payments Click the Add button Click OK Keep Standard as the Customer Access Type Click Submit Click OK If the above instructions were available for you then you are DONE and you can STOP HERE. If the above instructions are not available for you, then you most likely do not have the required Administrator role that is required to grant Avior third-party access to your tax accounts. You can confirm this by following the instructions in the next step and in the “Option Two” onboarding method. How to Confirm What Access Type You Have Log in to the NM TAP Click the Manage My Profile link Click the More Profile Options… menu tab Click Manage My Access under the Access Management tile You will need to have “Administrator” access as the General Access type for the business If you do not have Admin access, you can try to figure out who might have Admin access by following the steps below. It will be significantly quicker to have an Admin grant Avior access than it will be for us to work through the alternative process. The alternative process entails completing a Power of Attorney (POA) that will need to be signed by an owner by hand. Click the Back button Click Manage Third Party Access One of the listed active logons likely have Administrative access. If possible, you should reach out to them and ask them to complete the instructions above. Note: If you do not have an Administrator role, or do not know who the Administrator is, then please answer “No” in Avior when asked “Have you sent a third-party access invitation to Avior?” Option Two: For Non-Administrator Users and Accounts with a Payment History Step 2.1: Finding the Required Onboarding Information Log in to NM TAP For Business Name, confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Business Name in New Mexico. For Registered Mailing Address, confirm if the registered Mailing Address is the same as the address you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Mailing Address in New Mexico. Locate your “Gross Receipts Tax (GRT)” account on the Summary tab. Avior requires the address displayed within the GRT account exactly as shown in TAP to obtain third-party access to your GRT account. New Mexico Business Tax Identification Number (Account ID) Locate your “Gross Receipts Tax (GRT)” account on the Summary tab. Provide the 11-digit account ID followed by GRT (format: 12345678901-GRT) listed on the Account tile. Latest Payment Amount From the home page, click More… menu tab Click Manage Payments and Returns From the Accounts dropdown, select Gross Receipts Tax (GRT) From the two Show dropdowns, select Payments and Posted Provide the latest payment amount exactly as displayed in TAP If you do not have a previous payment amount greater than $0.00 then enter “N/A” in the previous payment question in Avior and then STOP following the instructions in this guide and instead proceed to Option 3 in this guide: How To Create a Secondary Logon for Avior. Submit Information to Avior Note: You will not receive a drafted NM Power of Attorney (POA) from Avior at this time. See the workflow below for POA completion details. Step 2.2: POA Completion Instruction Avior will draft the required POA using your FEIN, Legal Business Name, Mailing Address, and NM Business Tax Identification Number You'll receive the drafted POA via email instructing you to complete the POA using the POA completion instructions in this guide NM POA Completion Instructions: Download the drafted Power of Attorney from Avior Review the Taxpayer Information in Section 1 Print the POA (If all information is correct) Have the corporate officer sign with a pen, ensure all fields are completed: Name, Title, Signature, Date Scan the completed POA Email the scanned POA back to Avior for upload during the third-party access request Step 2.3: Avior Completes Access Request Avior will complete the online access request using your signed POA Avior will confirm successful access or contact you if additional information is needed |
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| New York | This must be done by a user with permission to manage other users on your Business Account. Log into tax.ny.gov using your business account Optional: Click the Tax Services tile Click the Services menu Select Employee Summary from dropdown menu (Only available to the account's business master administrators) Click Add Employee Enter the following details: First Name: Jamal Last Name: Elsaadi Email: admin@avior.tax Phone: (972) 535-4506 Username*: [Your Business Name]Avior Example if your business name is "Google" then use:"GoogleAvior" Password*: [Create a 14 character password] *Note: Copy and paste the username and password you created into the Avior New York onboarding requested information. Click Save & Continue User Permissions Page: Authorize this user to perform all current & future services on this account? Select No. Select Payments, bills and notices Select Sales Tax - File and Pay Select Respond to department notice Optional: Registrations and account updates Note: To see the itemized list of activities per category, select the arrow to the left of the category. Click Save & Continue Administrative Rights Page: Manage users: Select not manage users Manage tax professionals: Select not manage tax professionals' access to tax info Select Save & Continue You will see a green check mark/message saying you have successfully assigned administrative rights to ELSAADI, Jamal. Once complete, you must enter the username(s) and temporary password(s) created on the Avior New York Onboarding page. |
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| North Carolina | To authorize a third party (such as an accountant or agent) to access your North Carolina sales tax information or manage your E-Business Center account, submit Form GEN-53, Taxpayer Representative e-Business Center Access Authorization. This form permits representatives to view tax history and manage payments for sales and use tax. | https://www.ncdor.gov/documents/files/taxpayer-representative-e-business-center-access-authorization/open | 4/24/26 |
| North Dakota | Follow these simple steps to allow Avior to file tax returns for your company: Finding the Required Onboarding Information Log into ND TAP account Locate your Sales, Use, Gross Receipts Tax account listed on the Accounts tab For Filing Frequency, provide the Filing Frequency listed on the Account tile. For Account Number, provide the number listed on the Account tile (format: 123456 00) Locating a North Dakota Letter ID: Option 1: Check Your Online Account Click the I want to... tab If available, click View Letters Click the Search tab Enter a "Search From" date prior to your effective registration date (example: 01/01/1980) Search for available letters Option 2: If No Letters Are Available Online Choose one of these alternatives: Find a physical mailed letter relating to your Sales and Use Tax account that contains a Letter ID Email North Dakota to request a Letter ID using the template below Email Template for Requesting Information: Note: The bracketed text "[and confirmation of the Effective Registration Date]" should be included only if you also need your effective registration date confirmed. To: taxregistration@nd.gov Subject: Request for Letter ID - Sales and Use Tax Account Hello, I am requesting a Letter ID [and confirmation of the Effective Registration Date] for my business's Sales and Use Tax account. Please find the account details below: Business Name: [Enter your business name] FEIN: [Enter your FEIN] Account Type: Sales and Use Tax Account Number: [Enter account number in format: 123456 00] Could you please provide a Letter ID [and confirm the Effective Registration Date] for this Sales and Use Tax account? This information is needed for third-party access purposes. Thank you for your assistance. Best regards, Effective Registration Date (Required for First Return Filings Only): Your effective registration date can be found in: Your mailed registration confirmation documents Your Sales and Use Tax registration application If you cannot locate your effective registration date, email North Dakota to confirm using the email template above (you can request both the Letter ID and effective registration date in the same email). |
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| Ohio | PLEASE NOTE: This must be done by the user with the Administrator role in OH/ID. If you do not have an Administrator role then these instructions may not be available to you. There are instructions later in this guide on what to do if this is the case. Log in to the OH/ID Portal Click Open App on the OH Tax eServices app Click on Manage My Profile on the top right Select Additional Services Under the Manage Representative Access tile, click on Manage Representative Access Click the Send an Invitation link (blue hyperlink on the top right of the page) Enter the following Avior email: admin@avior.tax Click Next Click the Grant Access links for any of the following account types. Then in the pop-up box(es), select File Returns and Make Payments as the “type of access”, select All Periods, and then click OK. General Access - optional - this will allow us to assist with more general account related topics Select Account Manager as the “type of access” for this account Out-of-State Sellers Sales Tax Consumer Use Tax Click Next Complete the remaining prompts until you receive a confirmation that the invitation has been submitted. How to Confirm What Access Type You Have If the above instructions are not available for you, then you most likely do not have the required Administrator role that is required to grant Avior third-party access to your tax accounts. You can confirm this by: Log in to the OH/ID Portal Click Open App on the OH Tax eServices app Click on the Representative Center menu tab Click on the Manage your access link under the Manage Client Access tile Note: If you do not have an Administrator role, then please answer “Blocked” or “No” in Avior when asked “Have you sent a third-party access invitation to Avior?” Then follow the instructions below to provide Avior with specific details they require to file tax returns on your behalf. Finding the Required Onboarding Information Return to the home page On the Summary tab, you will see your sales and use tax related tax accounts listed If you do not, then you have not completed your account setup and must finish this first. For Filing Frequency, reference the filing frequency listed on your “Out-of-State Sellers” or “Sales Tax” account tiles under your FEIN: Please provide the filing frequency of your “Out of state sellers” or “Sales Tax” account. The filing frequency will be written in the account tile under the Account name and FEIN. Note: We usually do not file tax returns for Consumer Use Tax accounts. If you are registered for this tax account, we will need to discuss whether it is something Avior can support at this time. You can STOP HERE if you were able to send Avior a third-party invitation by following the instructions above. On the other hand, If you were unable to because you do not have an Administrator role, then please proceed to the last two sections of the guide. Finding the Required Onboarding Information (If You Could Not Grant Avior Access To Your Account) Please provide one of the following: 1) Previous Payment Amount 2) Letter ID 1) How to find a Previous Payment Amount (if the account has a payment history): From the home page, click Additional Services Click the Manage payments and returns link under the Account Transactions (Returns, Payments and Refunds) tile Select the sales tax related account ("Out of state sellers" or "Sales Tax") from the Accounts dropdown field Select Payments and Posted from the Show dropdown fields Provide Avior with the most recent payment amount listed 2) How to find a Letter ID (if the account doesn’t have a payment history): From the home page, click Additional Services Click the View Letters and Notices link under the Letters and Notices tile Open the most recent letter for your sales tax related account ("Out of state sellers" or "Sales Tax"). The Letter ID is found in the header (format: L1234567890) If there aren’t any letters in the Inbox… Click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search Then open the most recent letter from that search list and provide the Letter ID found in the header (format: L1234567890) If there still aren’t any online letters in your account, you can message Ohio and request a Letter ID: Click the back button. From the Additional Services menu tab, click the Send us a message link Select your sales tax related account ("Out of state sellers" or "Sales Tax") Click This message doesn’t concern a specific period Click the OH/TAX eServices link Subject: Request for a new Letter ID Message: Hello, my third-party provider requires a Letter ID to obtain access to this account and I could not fine one online. Please could you generate a new Letter ID for this account that I could provide them? Thank you. |
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| Oklahoma | PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Step 1: Instructions for Creating a Passphrase Log in to OkTAP For the Passphrase: Click Manage My Profile Click the More tab Click Add Third Party Access link Enter a Passphrase of your choice Click Next, and then Submit Provide Avior with the passphrase you created Click the OKTAP logo to return to the home page For “Which tax account types are you registered for?”, Reference the accounts listed on the Summary tab *Note: Please note that Avior does not currently support Use Tax returns (for purchases). If you have any questions about the options listed, please email us at support@avior.tax. For Zip Code: Please provide the exact zip code listed under each of your accounts. We are asking you to confirm this information because the registered Oklahoma addresses can often differ from what’s entered in your Avior profile and can delay onboarding when not confirmed. Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Instructions for Approving Third-Party Access PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log in to OkTAP Click My Profile and navigate to the Access To My Accounts tab Click the Access Level link for the account type for the account Avior has requested access to. This will be greyed out until marked active. Select the access level from the drop-down menu (file and pay) Click the Active checkbox, and then click Save. |
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| Oregon | 1. Create a Revenue Online account for yourself. You’ll need: a. An email address. b. Social Security number (SSN) or federal employer identification number (FEIN). i. If self-employed, create your account using your own SSN. ii. If incorporated, create your account using the FEIN of the corporation or partnership. c. ZIP code. d. Business identification number (BIN) or account ID. e. One of the following from the client account you are trying to access: i. Letter ID—Located on any recent letter we’ve sent your client. ii. Return amount—A line from one of your three recent returns. iii. Payment amount—One of your three most recent payments. If you don’t have any of this information, please call (503) 947-3541 for assistance. 2. Log into your account and click on Access another account in the I Want To section on the upper right-hand side of your screen. 3. The next screen will display two choices. Choose Add third-party access. 4. The next screen will ask you to provide information for each client. The system notifies the taxpayer when you establish access to their account in Revenue Online. After you’ve established third-party access to your clients’ accounts… You’ll be able to view details for each tax period, including account balances, tax, penalty, and interest amounts, and payments received. You can also file appeals and waiver requests and submit additional documents for your clients. |
https://www.oregon.gov/DOR/programs/taxpro/Documents/tax-pro-access-rol.pdf | 4/24/26 |
| Pennsylvania | Step 1: Finding the Required Onboarding Information Log in to your business’s myPATH account Navigate to the Summary tab to locate your Sales and Use Tax account Provide one of the following IDs: Account ID: the 11-digit account number listed under the word “Account” (format: 12345678901) Sales License ID: the 8-digit license number listed under the word “License Information” (format: 12345678) Determine Filing Frequency The filing frequency is displayed on the Sales, Use, and Hotel Occupancy Tax Return tile Note: If you see “AST Level 1” or “AST Level 2”, please select “Monthly Prepay” as the filing frequency. These indicate which type of Accelerated Sales Tax (AST) plan you are registered for and means that you are required to make monthly prepayments. Provide ONE of the following Verification Types: Option 1: Last payment amount (Accounts with a Payment History): From the home page, click the More.. menu tab Click Manage Payments and Returns (In the Payments and Returns section) From the Accounts dropdown, select Sales and Use Tax From the two Show dropdowns, select Payments and Posted Provide the latest payment amount exactly as shown in myPATH. Option 2: Letter ID (Accounts without a Payment History): From the home page, click the More... menu tab Click the View Letters link Provide the Letter ID from the most recent Letter If no letters are available, try these alternatives: 1) Click the Search menu bar Enter a “Sent From” date that goes back further until Letters are provided. 2) Check for physical letters received by the Pennsylvania Department of Revenue (for example, registration confirmation documents, notices, etc.) 3) Request a Letter ID via messages in myPATH: Click Manage My Profile> More… > View Messages > Send a Message 4) A registered officer/agent can call Pennsylvania to request a letter ID at 717-425-2495 ext. 72841 (PATH1). 5) If you do not have access to your myPTAH account, Avior can request a letter ID to be mailed to you Effective Registration Date (Required if First Return Filing) Your effective registration date would have been provided in your registration confirmation documents that were mailed to your business. If you do not know your exact effective registration date, you should send a Message to Pennsylvania to request it Click the More… menu tab Click Send a Message (In the Messages section) Click the Sales and Use Tax account Click the oldest/first period listed Click Send a message to the Department of Revenue Click Licensing or General Inquiry Template Subject: “Effective Date of Registration Confirmation” Template Message: “Can you please confirm the effective registration date for this sales and use tax account?” Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Approving Avior's Access Request Login to myPATH Click Action Center Click Manage Access Avior should be listed Confirm that our access granted will be to FILE and PAY Select Grant Access Select Submit. Then confirm in the Avior onboarding process when you have approved the third-party access request. |
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| Puerto Rico | Finding the Required Onboarding Information Log in to SURI From the home page, on the Summary tab, locate the Sales and Use tax account Account ID - provide your 16-digit PR Sales and Use Tax Account ID (Format: 999-999-99999-99999) Zip/Postal Code - Enter the full Zip Code associated with the address displayed on your Sales and Use Tax account tile For US Zip Codes: Provide the 9-digit zip/postal code provided on your ST-1 Sales/Use Tax account tile (format 12345-1234) If you do not have a zip/postal code (due to your registered country), enter "N/A" Filing Frequency - provide the filing frequency listed on the “Return” tile Verification Method - Please provide one of the following: Accounts with a Payment History - Provide the latest Payment Amount: From the home page, click the More... menu tab Click Manage Payments and Forms under the Financials section From the Accounts dropdown, select Sales and Use From the Show dropdown fields, select Payments and Posted Provide the payment amount of the most recently posted payment. Accounts without a Payment History - Provide a Letter ID: From the home page, click the More... menu tab Click View Letters Open the latest letter received in your Inbox and provide the Letter ID (format L1234567890) If there aren’t any letters in the online Inbox, then provide the Letter ID (format L1234567890) from the mailed registration confirmation documents (provide the letter ID for the letter dated with the most recent date) How to confirm your Third Party Access settings are enabled: they must be enabled for Avior to obtain third-party access to your tax account Click Manage My Profile Click the More… menu tab Click Manage Third Party Access Ensure that the setting are as follows: Allowed: Yes Default Access: Secondary Administrator (other options are okay too) Default Account access: File & Pay *You can click the links to these settings to change them. Effective Registration Date (Required if Avior is filing your first return) You can find your Effective Registration Date on your mailed registration confirmation documents Alternative: If you do not have access to these letters, you can provide the "Start Date" you used for your Puer Sales Tax registration application (the date you created a tax obligation). Ideally, you should provide the date listed on the registration confirmation documents. |
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| Rhode Island | Finding the Required Onboarding Information Log in to the Rhode Island Tax Portal Click the Sales/Filing Account listed under “Tax Account” on the Home page Account Information: After clicking the Sales/Filing Tax account, you'll find the following information we need (under the Account Details section): Effective Date - please enter this as your Effective Registration Date (formatted as MM/DD/YYYY). Account Status - please email Avior if your account is closed or inactive, as we may need to resolve this before continuing onboarding Filing Frequency - reference the Filing Periods chart at the bottom of the Account Summary page. Next, please follow the instructions below to set up Third-Party Access for Avior. How to provide Avior with Third-Party Access PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log in to TaxPortal Select Manage Authorized Users under Profile Information from the main menu Click Add New Authorized User Enter User ID: Avior Check the checkbox(es) next to your Taxpayer Name(s) you wish to delegate Avior access to Enter today's date as the delegation effective start date for all the businesses you selected. Optional: Enter the delegation effective end date for all the businesses you selected Click Tax Type Authorizations to assign Sales and Use tax type authorization Select the Assign box(es) and enter a start date for each tax type you would like us to have access to Click the Tax Type Functions button, select all functions (or at lease File Returns AND Make Payments), and click OK. Do this for each tax type you wish to assign to Avior. Click OK, then click Save on user details page, followed by Confirm Then you should see Avior listed as a User Name on the Manage Authorized Users page. |
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| South Carolina | Finding the Required Onboarding Information Login to your MyDORWAY logon For Legal Business Name and Account ID: Confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Business Name in South Carolina. Enter your 9-digit Account ID (format: 123456789) listed under your Sales and Use Tax account Select the Validation Choice You Are Providing Avior: Payment Amount - Choose this option if you have a payment submission history Gross Receipts - Choose this option if you have a return submission history Letter ID - Choose this option if this is a new registration and you do not have a return submission history For Payment Amounts (greater than $0.00): From the home page, click the More menu tab Click Search Submissions Make sure you are on the Processed menu tab (There may be a “Pending” and “Processed”. We need the last processed payment amount) Provide Avior with the payment from your latest “Return Payment” for your Sales and Use Tax account that is greater than $0.00. If you have not made any payments greater than $0.00 but have submitted returns with Gross Sales greater than $0.00 then you can provide that instead. For Gross Receipts (greater than $0.00) From the home page, click the More menu tab Click Search Submissions Make sure you are on the Processed menu tab (There may be a “Pending” and “Processed”. We need the last processed payment amount) Select the latest “Sales Return” submission for your Sales and Use Tax account Reference Line 1 and provide Avior with the Gross Sales amount if it is greater than $0.00. If you do not have payments or gross receipt amounts to provide that are greater than $0.00 then you need to provide a Letter ID. For Letter IDs: Click the More menu tab Click View Letters If no letters are available, click the Search tab and enter a Sent From date before your registration (example: year 1980) and click Search Open your most recent letter relating to your Sales and Use Tax account and copy the Letter ID (format: L1234567890) If there are still no letters available, there are a few additional steps you can take to obtain/locate one. 1) If this was an online registration, wait a few hours, or one day, and check again later. A letter will be added a few hours after your registration is processed. 2) Check the mail of your registered business address. South Carolina will mail you registration confirmation documents 5-10 business days after your registration is processed. (Note - this will take longer if you are not located in the US) 3) You could allow Avior to temporarily use your login until a return is submitted or you receive a letter ID. Please contact Avior and request this. They will work with you on getting our email setup as a secondary MFA method in your profile. |
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| South Dakota | PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log in to DOR EPath Click the Add/Edit User Accounts link on the main menu Under the Add User Accounts section, enter the Username Avior created/provided in the Avior Onboarding. Select the Licenses Avior may access (sales and use tax accounts) Click the Add User button The username and a password (created by South Dakota) will show under the Edit User Account section. Please confirm the username matches the Username that was suggested in Avior Please provide Avior with the password created by South Dakota in Avior (copy and paste) in the South Dakota onboarding section (jurisdiction information section). |
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| Tennessee | Finding the Required Onboarding Information Log in to TN TAP Locate your Sales and Use Tax account on the Summary tab Country & Zip Code: Provide the exact country and zip code associated with the registered address listed on your Sales and Use Tax tile. Account ID: Please enter the 10-digit Account ID ending with "SLC" (format: 1234567890-SLC) listed on your Sales and Use Tax account tile. Filing Frequency: Click View/File Returns within the Sales and Use Tax account tile Review the return periods listed to determine your current filing frequency However, If only one return is listed, then please reference the registration confirmation documents you received from Tennessee Department of Revenue. Click back to return to the home page Click the More.. menu tab Click View Letters 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 the Certificate of Registration letter and open it Locate the “Filing Status” and enter the assigned filing status as the filing frequency in Avior Locating one of the two validations You should choose one of the following options based on whether you have a payment history or not. Option 1: Latest Payment Amount - If there is a Payment History From the home page, click More… menu tab Click Search Submissions Find the most recent “Payment Confirmation” for your Sales and Use Tax account and open it Copy the Payment Amount exactly as it is reflected in TN TAP Option 2: Letter ID - If No Payment History (Skip this if you have a payment history): If you haven't made any Sales and Use Tax payments yet, then you must provide a Letter ID From the home page, click the More.. menu tab Click View Letters Open the most recent letter, for your Sales and Use Tax account, in the Inbox If there aren’t any letters in the inbox, then click the Search tab and enter a Sent From date that goes back further (for example, until your registration date) and click Search Open the most recent letter, for your Sales and Use Tax account, from the top of the list of letters Locate the Letter ID in the header (formatted L1234567890) Effective Registration Date (Required for First Return Filings Only): From the home page, click the More.. menu tab Click View Letters 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 the Certificate of Registration letter and open it Locate the “Effective Date” and enter the official date as the Effective Registration Date in Avior, formatted as MM/DD/YYYY Then navigate back to the TAP home page |
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| Texas | Required Information We will need the following information from you: 11-digit Taxpayer Number Texas Webfile Number (format: RT + 6 digits) Filing Frequency Effective Registration Date (only required if Avior is filing your first return) Important: The instructions for finding this information will depend on whether you have a new registration (without return submission history) or an existing registration (with return submission history). Please follow the specific instructions that apply to your situation below. Access Your Account Information Online (All Taxpayers) Log in to Texas Webfile eSystems Your Sales and Use Tax account will be displayed on the home page in the My Taxpayer Accounts section. For Texas Taxpayer Number, provide the 11-digit Taxpayer/Vendor # For Filing Frequency: Click the Taxpayer Number Click File Original Return then Continue Reference the Period Ending dates of the available returns to determine the filing frequency. *Note: Your filing frequency will also be defined in the registration confirmation documents received from the Texas Comptroller Enter your company's Texas Webfile Number (format RT followed by 6-digits) The process for obtaining this number depends on your registration status: For NEW Texas Registrations (No Return Submission History) What you’ll receive by mail - Texas Comptroller will mail the following registration confirmation documents containing the detailed information you need: Texas Sales and Use Tax Permit containing: 11-digit Taxpayer Number Effective Registration Date - labelled as your “First business date of location” A blank pre-printed return/filing notice containing: Webfile Number - usually printed on the very top of the return (format: RT123456) If you have not received the blank return in the mail yet How to Obtain Your Texas WebFile Number: Email Texas: Use this option if you do not have any payments over $0: Email: Webfile.Help@cpa.texas.gov Subject: Request for Texas WebFile number Include these details for verification: Business name FEIN 11-digit Taxpayer Number The email address associated with your Texas Webfile eSystems logon For EXISTING Texas Registrations (With Return Submission History): How to Obtain Your Texas WebFile Number: Call the Texas Webfile Hotline: This is the fastest option (takes 3-5 minutes) Phone: 1-800-442-3453 (available 24/7) Have ready: Your two most recent sales and use tax payments OR the Total Sales amount from the last two returns *Sometimes the details for your most recently submitted return isn’t recognized yet. If so, try providing the details from your second most recently return. |
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| Utah | Finding the Required Onboarding Information Log in to your UT TAP account Locate your Sales and Use Tax account on the Home tab Account Number: Provide the 11-digit account number followed by “STC” (format: 123456789-123-STC) on the account tile. Filing Frequency: Provide the filing frequency detailed on the account tile. How to confirm your Third Party Access settings are enabled: Click Manage My Profile Click the More… menu tab Click Manage Third Party Access Ensure that the setting are as follows: Allowed: Yes Default Account access: File Returns and Make Payments *You can click the links to these settings to change them. Your assigned PIN is required for Avior to submit a third-party access request to your Utah Sales and Use Tax account in UT TAP. Please follow the instructions provided below for guidance on obtaining your PIN. Determining your PIN A temporary PIN was originally assigned when you registered and was sent by mail. The PIN was required when setting up your UT TAP account. In most cases, you were prompted to change your PIN the first time you logged into UT TAP. Please try to locate your PIN in your physical and electronic records. It is most likely only in your physical records as the PIN is a temporary PIN and is required for you to link your tax account to your TAP login. (Optional) Steps to check your Electronic Records: From the home page of your UT TAP account, click the I Want To… tab Click View Letters 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 look for a “Your Sales and Use Tax (STC) Account Personal Identification Number (PIN)” letter. If it is in your electronic records, it would be available close to your “REG ACCOUNT & FILING INFO” and “LICENSE SALES TAX”. If you're unable to locate the PIN, follow the steps below to request it: Important: Before sending the email, confirm that your business mailing address (as listed in your UT TAP account settings) is accurate and can receive mail. How to confirm your mailing address: From the home page of your UT TAP account, click the I Want To… tab Click Manage names & addresses Click the Addresses menu tab Review the Mailing Address for your Sales and Use Tax account. If a mailing address is not listed, Utah will mail the letter to your Default Mailing address. Please change any of these addresses if they are not the best location to monitor/receive mail pertaining to your Sales and Use Tax Account. Email the following message to UT TAP at TAPSupport@utah.gov. _________________ Email Template: Hello, can you please provide a PIN for the following business account? Business Name: FEIN: UT Account ID: (format: 12345678-123-STC) UT TAP username: Thank you! __________________ UT TAP will respond and confirm when the letter (with the PIN) was mailed. You should receive the letter in 5-7 business days. Please Enter the PIN for Avior when you receive the letter. |
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| Vermont | Step 1: Finding the Required Onboarding Information Log in to myVTax Locate your Sales and Use tax account on the Summary tab For Business Name, confirm if the registered Business Name listed on your Sales and Use tax account tile is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Business Name in Vermont. *NOTE: Avior will use the Business Name provided in your Business Details unless you inform us otherwise. The third-party access request will be unsuccessful if we do not use the exact Business Name associated with your Sales Tax Account. Therefore, please review this carefully. For Email Address and Phone Number Click Manage My Profile Provide Avior with the Email Address and Phone Number associated with your business acocunt or an email that the Vermont Department of Taxation (DOT) can contact to confirm Avior's access request. Provide your Filing Frequency: From the home page (Summary menu tab), click the File or View Returns link in your Sales and Use tax account tile Review the cadence of the return periods listed to determine the filing frequency. Provide your Effective Registration Date (Required if Avior is filing your first return): From the home page (Summary menu tab), click the Update an Existing Location link in your Sales and Use tax account tile Provide the Location Start Date as the Effective Registration Date (format MM/DD/YYYY) Note: After you confirm this information with Avior, they will send an online access request that will require your approval and a drafted Power of Attorney (POA) that must be submitted to Vermont. Once Avior notifies you that the POA is ready for your completion, please follow the "step 2" instructions below. Step 2: Approving the Third-Party Access Request PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log in to myVTax Click on the Action Center Tab Click on Manage 3rd Party Access Confirm the request is from Avior INC. then click Next Confirm the taxpayer details for your Sales and Use Tax account and click Next Review the settings then click Accept, then Submit Optional Print the access confirmation and save to your records Step 2: POA Completion Download the Power of Attorney Draft file provided by Avior Part A: Review the Taxpayer Information Print the POA (If all information is approved) Part D: Please have the corporate office sign by hand with a pen. Please ensure all fields are completed (signature, date, title) Scan the signed POA and email the copy to Avior at support@avior.tax along with a confirmation of what date you mailed the POA. Mail the POA: You must mail the original POA (with wet signature) to the VT address on the bottom of the POA. Please inform Avior of the date you mailed the POA. |
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| Virginia | 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 Avior 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 Avior third-party access to your account How to Setup Third-Party Access for Avior PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account (the "Master" level of permissions). Log in to Virginia Tax Click the Assign Tax Preparer link (under the Manage Your Account section) Enter Avior as the Unique ID Select Master as the level of permission you want to give Avior Click the Assign button |
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| Washington | How to Setup Third-Party Access for Avior PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log into MY DOR Click Get Started Click the More Options tab. In the Your Account section, click Add or Remove Other User's Access. Optional: Select the Business Name that Avior should have access to, then click Confirm On the Manage Access page, click the Add User link. On the User Information page, enter the following SAW User ID and Email address and click Next SAW User ID: Avior Email: admin@avior.tax On the Access Type page, review the information about ADMINISTRATOR and ACCOUNT MANAGER permissions. From the "Select the Customer Access Type" dropdown, Select Account Manager and then, Click Next. On the Account Selection page, select the account(s) you want the new user to have access to (Excise Tax) and click Next. The user's access level defaults to Prepare and Pay for each account. On the Verification page, review your selections and then, click Submit. (Optional) On the Confirmation page, click the Print Confirmation button to print this information for your records. Click OK. The new user (Avior) is now listed under the User IDs section of the Manage Customer Access page. Please confirm that you completed the third-party access setup in the Washington Onboarding for Avior. Change the answer to “Yes” and then submit the update to Avior so they can confirm the access and enable tax filings. |
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| West Virginia | Step 1: Finding the Required Onboarding Information Log in to MyTaxes Locate the Combined Sales & Use Tax account listed on the Summary tab. Provide the Filing Frequency listed for the account above the Account ID and under the word “Account” For Effective Registration Date (Required if Avior is filing your first return) You can find your Effective Registration Date on your mailed registration confirmation documents Alternative: If you do not have access to these letters, you can provide the "Start Date" you used for your West Virginia Sales Tax registration application (the date you created a tax obligation). Ideally, you should provide the date listed on the registration confirmation documents. Please submit this information for Avior’s review. We will use it to request access to your tax account. Once the access request has been submitted, we’ll notify you when it’s time to proceed to Step 2 below. Step 2: Approving Avior's Access Request Note: Avior must first submit an access request to your account using your FEIN. Once Avior notifies you that the request is ready for your approval, please follow the steps below. PLEASE NOTE: This must be done by a user who has permission to manage other users in your Business Account. Log in to MyTaxes Click on the link "Need to Update Information? Manage My Profile" at the top of the webpage OR click on the Profile Icon at the top right of the webpage, and then click the My Profile link Click on the More… menu tab Within the Third-Party Access section, click on the Grant Third Party Access link Enter Avior's User Information Logon: Avior Email: admin@avior.tax Follow the prompts to complete the 3rd Party Access process Select File & Pay Please confirm that you approved the third-party access request in the West Virginia Onboarding for Avior. Change the answer to “Yes” and then submit the update to Avior so they can confirm the access and enable tax filings. |
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| Wisconsin | Log in to your Wisconsin My Tax Account For Business Name, confirm if the registered Business Name is the same as the legal business name you provided in the Business Details section for Avior. If it is different, please provide Avior with your registered Business Name in Wisconsin. Reference your Sales and Use Tax account tile on the Summary tab of your Dashboard for your: For Filing Frequency select the option that matches what is listed on your Sales and Use Tax account tile. 15-digit Wisconsin Tax Number (format: 123-1234567890-12) If you have indicated that you have submitted a sales and use tax return, you will need to enter the Total Tax Due from one of the three most recently submitted tax returns. Click File/Pay/View Returns (within the Sales and Use Tax account tile) Click View or Amend Return for one of the three most recently submitted tax returns Click the Print Link Find the Total Tax/Amount Due line (line 25) and enter the exact amount in Avior For your Wisconsin Effective Registration Date, navigate back to the summary tab on your dashboard Click File/Pay/View Returns (within the Sales and Use Tax account tile) Click View Account Attribute Enter the Account Start Date as the Effective Registration Date NOTE: Avior will use the Business Name provided in your Business Details in Avior unless you inform us otherwise. The third-party access request will be unsuccessful if we do not use the exact Business Name associated with your Sales Tax Account. Therefore, please review this carefully. |
Vape brands allowed to sell | 4/24/26 |
| Wyoming | Log in to WYIFS Click the Login Account Management link Click Manage Sub Account Users Click Add a Sub Account User and choose which modules that person has access to Create a Username Create a username that combines your business name and "Avior". This helps us identify which login belongs to which taxpayer Example: If your business name is "Google," create a username like "GoogleAvior" Provide this Username to Avior in the Wyoming Onboarding section Create a Password and re-enter the Password Provide the Password to Avior in the Wyoming Onboarding section Set Security Question. Enter Contact Information. Email Address: Enter admin@avior.tax and re-enter the Email Address Contact Name: Enter Jamal Elsaadi Contact Phone: Enter (972) 535-4506 Configuring Module Access: For the Sales/Use Tax Module, make sure the following options are selected: Grant Access Submit Returns Make Payments For other modules, you may add additional access as needed or select "Deny Access" Under Assigned Licenses, select the checkbox next to your Business tax account number Before finishing, enter the following information in the Wyoming Onboarding section for Avior: Username - the Username you created for Avior Password - the Password you created for Avior Your login PIN - the 5-digit PIN you use to login to your account Click Create New Sub Account User to submit/create the new sub account user Finding the Required Onboarding Information Log in to WYIFS For Filing Frequency: From the home page, click the Sales/Use Tax tile Your Sales/Use license will be listed with the Filing Frequency clearly defined in the chart For the Effective Registration Date (Required for First Return Filings Only): Click the License Number link Click License Management Click Print License Certificate Locate the Business Start Date at the top of the license - this is your Effective Registration Date |
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