Use this tutorial to request access to a business tax account in a representative professional capacity such as tax professional, service provider, or attorney.
If you are a responsible party for the business, such as an owner, officer, partner, or employee responsible for filing returns or making payments on behalf of the business, use the Connect to a Business Tax Account as a Responsible Party tutorial instead.
Log into the MiTreasury eServices - Business Portal.
For detailed instructions, see the Log In tutorial.
How you start a connection to a business tax account will depend on whether you have ever previously connected your user profile to a business tax account in the MiTreasury eServices - Business Portal:
Review the Request Third Party Access information.
Use the Next button to continue.
Enter your address (not your client’s address); required fields include the country, street, city, state, and zip code.
Use the Verify Address button to verify the address. Use the Next button to continue.
Select the ID type: Federal Employer Identification Number (FEIN), Individual Tax Identification Number, Legacy Michigan Enterprise (ME) Number, Social Security Number (SSN), Sole Proprietor SSN, or Treasury Registration (TR) Number. Enter the ID number.
Use the Next button to continue.
Use the Add Account link. You can use this multiple times if adding multiple tax account types. Select the applicable tax or account category, then select the account type (if displayed). Select the business’ license type, then enter the license number. Select the requested access level (file returns, file returns and make payments, make payments, or view only). Enter the tax due after exemptions from your most recent period or check the box to indicate a zero dollar or no return field.
Use the Next button to continue.
Review the summary for accuracy.
Use the Next button to continue.
Check the box to confirm you are requesting access to your client’s tax account. This serves as your electronic signature.
Use the Submit button to continue.
You will see a message that confirms you have submitted a request to access the tax account.
Use the OK button to return to the MiTreasury eServices - Business Portal summary page. Once your client has approved the request, you will be able to access the tax account information from this page.
Your request will remain pending until it is approved. Once the request has been submitted, ask a responsible party with the Administrator user role to approve your request. Instructions for completing this process are available in the Respond to a Third-Party Access Request tutorial.
