field_block:node:page:title
Manage Third-party Access
field_block:node:page:body
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.
field_block:node:page:field_paragraph
- From your homepage, select Manage my profile.
- Select Set up access with another business.
- Select Request 3rd Party Access to another taxpayer's account(s).
- 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.
- From your homepage, select Manage my profile.
- Select Set up access with another business.
- Select Approve or Deny pending 3rd Party Access request to your account(s).
- Using the Access Allowed drop-down menu, choose Yes or No.
- If access has been granted, select the Access Type and select Next.
- Review the information on the Request Summary page and click Submit. Once the action is submitted, an email will be sent to the third party informing them of the response.
-
Select Manage my profile in the I Want To section.
-
Select Set up access with another business.
-
Select View Prior 3rd Access requests to your account(s).
-
A list of third party User IDs will display. You can see who approved this request by viewing the information under the Completed by Column.
