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Last Updated: 3/7/2018

Request Third-party Access

In order to receive third-party access, you must request access from another customer. The customer must approve access before you can access that customer's information.

To request third-party access:

1. From your homepage, select Manage my profile.

2. Select Set up access with another business.

3. Select Request 3rd Party Access to another taxpayer’s account(s).

4. Complete the remaining steps as directed.

Note: e-Services will send the customer an email notifying them that access to their account has been requested.