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Login assistance for MassTaxConnect

Answers to frequently asked questions about using the DOR’s MassTaxConnect, including what to do if you forget your username or password.

Table of Contents

What do I do if I forget my username or password?

If you forget your username:

  • Select Forgot username or password? in the Log In section of the MassTaxConnect homepage.
  • Follow the prompts.

An email with your username will be sent to your email address on file. After selecting the link in the email, you will be prompted to create and confirm a new password.

How do I determine what access role and rights I have for my business?

If you do not know what role and rights you possess, you may view your access role by:

  • Navigating to the Manage My Profilehyperlink in the top right section of the Home panel and
  • Selecting the More…tab.

Your role will be displayed in the Manage My Accesshyperlink in the Access section.  

Can I use an old password?

No. Each time you reset your password you will have to create a new one.

Can I change my username?

No. Usernames cannot be changed. If you need a new username:

  • Log in to MassTaxConnect 
  • Select the Manage My Profilehyperlink in the top right section of the Home panel
  • Select the More… tab. 
  • Select the Delete My Profile hyperlink in the Access section to cancel your current username. 
  • You can then reregister, creating a new username, to gain access to your tax accounts. 

You can then reregister, creating a new username, to gain access to your tax accounts.

Is it okay to share my username and or password with my coworkers?

No. You should never share your username or password with anyone.

 

  • With the significant variety of hacking techniques in use, businesses that share usernames and passwords are much more likely to be successfully hacked.  
  • Usernames and passwords are unique to the individual user. 
  • Your username and password determine your access roles and rights. 
  • Sharing passwords may open access to the original registrant’s access rights and personal information. 

Never share your username and password with anyone.

Should I have my third party set up my username and password for me?

No. We recommend that a username and password only be set up by the business or taxpayer.

  • Your username and password determine your access roles and rights, and rights you may assign to a third party.
  • If you grant access to your account to a third party to work on your behalf, that third party would use his or her unique username and password to access your account.
  • Sharing passwords may open access to the original registrant's access rights and personal information. 
  • Never share your username and password with anyone.

I'm leaving my company and have access rights to the online account. Should I cancel my access?

Yes. If you are leaving your company, it is your responsibility to cancel your online access.

To cancel your online access:

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink in the top right section of the Home panel
  • Select the More…tab
  • Select the Delete My Profilehyperlink in the Access section. 

Another user has left our company without canceling their online access. Can I cancel it for them?

Yes. If you are designated as a Master Administrator (MA), you may cancel a Tax Administrator's (TA) online access.

To cancel a Tax Administrator's access:

  • Log in to MassTaxConnect.
  • Select the Manage My Access tab.
  • Select the More… tab
  • Select the appropriate access type held by the Tax Administrator. 
    • If Secondary Logon, select Manage Secondary Logons hyperlink. 
    • If Additional Logon, select Manage Additional Logons hyperlink. 
  • Select the hyperlink of the username you want to Cancel.  
  • Select the Cancel Access hyperlink for the user you are canceling. 

Once access is canceled, it cannot be undone. The Tax Administrator will have to be re-granted access.
 

I am locked out of my online account and I have a new email address. How do I reset my password?

For assistance, please contact DOR at (617) 887-6367 or toll free at (800) 392-6089.

I am locked out of my online account. How do I cancel my MassTaxConnect account?

For assistance, please contact DOR at (617) 887-6367 or toll free at (800) 392-6089.

I’m confused by the different logon types?

There are three (3) types of logons in MassTaxConnect.   

  1. Your logon: this is the logon you created to give you access to your personal or business tax accounts. If you are a paid tax preparer, this logon will also give you access to the clients that have given you, or your business, third party access.  
  2. Additional logons: these are logons others have created to access your business. 
  3. Secondary logons: these are logons you create for others so that you can manage logon access to your business and clients. 

What are Secondary Logons and Security Groups?

In MassTaxConnect, Secondary logons allow for organizations to share access with the appropriate employees. Secondary logons are intended for use when a company, such as an accounting firm, needs to manage multiple people’s access within the organization to clients as well as access to the firm’s accounts.  

Security groups are a way of grouping access to clients or firm accounts for secondary logons.  Secondary logons are by default assigned to the default security group.  The default security group has the same firm account and client access as the parent logon.  To further refine access for secondary logons, custom security groups can be created, and access given to certain clients.  Once a logon has been assigned to a security group, the logon’s access to client can be further refined.   

For example, to limit secondary logon access to the firm’s accounts, the parent logon could create a security group that contains the firm’s taxpayer and associate that group to limited secondary logons.  The default security group that includes the firm’s taxpayer and their clients could be customized by removing the firm.  In this scenario, all new secondary logons would have access to all the firm’s clients but not the firm’s own taxpayer.   

In GeniSys, when viewing a web profile, you can identify whether the profile is a secondary logon or an additional logon based on the Access Type.

  • If the Access Type has “parent” in it (ex. Parent Web Logon), it is a secondary logon.
  • If the Access Type does not have “parent” in it (ex. Web Logon), it is an additional logon. 

Keep in mind that logon-related actions in this document can only be performed by Master Administrators.  

How do I add a Secondary Logon?

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink.
  • Select the More… tab. 
  • In the My Users panel, select the Manage Secondary Logons hyperlink. 
  • On the Secondary Logons window, select the Add User hyperlink. 
  • In the Add Access step, enter in the required fields with the user’s information. 
    • Note: The user being added will need to be given a type of access. In MassTaxConnect, the access type can be Master Administrator or Tax Administrator. Master Administrators have all access, while Tax Administrators have more limited access. 
  • Once all the required information is entered, select Next. 
  • In the Access Settings stepselect the security group(s) and the account type(s) you want to apply to the secondary logon.  
    • Note: The security group selected can be the Default group or any security groups that have been added by the user. See Create a Security Group for the steps on how to add a new security group. 
  • Select Submit. 
  • Once Submit has been selected, a confirmation email is automatically sent to the user.
  • Select the OK button. 
  • The user will then follow the instructions on the email to complete the logon creation. 
    • Note: At the time that the confirmation email is sent, the entered user will automatically have whatever security permissions selected earlier. If necessary, see create and associate a security group for my secondary logons and Associate a Security Group to a Secondary Logon for steps on how to adjust the user’s access.
  • The user has now been granted access to the account through secondary logon.  

How do I create and associate a Security Group for my Secondary Logons?

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink. 
  • Select the More… tab. 
  • In the My Users panel, select the Manage Secondary Logons hyperlink. 
  • Select the Security Groups tab. 
  • Select the Add hyperlink. 
  • Complete the required fields and select the Save button. 
  • The security group has now been created and can be applied to users.  
  • The next step is to view Associate a Security Group to a Taxpayer.  

Note: Each parent logon will need to create security groups separately since client access and secondary logons may be different. 

How do I associate a Security Group to a taxpayer?

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink. 
  • Select the More… tab. 
  • In the My Users panel, select the Manage Secondary Logons hyperlink. 
  • Select the Customer Security tab. 
  • Locate the appropriate taxpayer from the Customer Security table. 
  • Select the hyperlink for the security group.
    • For example, this hyperlink may say “Default”. 
  • In the Select Security Group table, select the button for the security group you want to associate with the taxpayer. 
  • Select the Save button.

The taxpayer is now associated with the new security group. 

Note: A taxpayer cannot be associated to more than one security group. 

How do I update a Security Group to a Secondary Logon?

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink. 
  • Select the More… tab. 
  • In the My Users panel, select the Manage Secondary Logons hyperlink. 
  • Select the hyperlink for the appropriate secondary logon. 
  • In the Security Groups section, select the Change hyperlink. 
  • Select the checkboxes for the security group(s) that the secondary logon should be associated with.  
  • Select the Save button.
    • The secondary logon is now associated with the new security group(s). 

Note: A secondary logon can be associated with more than one security group. 

How do I deactivate user access for a Secondary Logon?

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink. 
  • Select the More… tab. 
  • In the My Users panel, select the Manage Secondary Logons hyperlink. 
  • In the Additional Users table, select the username hyperlink for the desired user. 
  • Select the Deactivate Access hyperlink. 
  • Select the OK button. 
  • Select OK button.
    • The user no longer has access to the account. 

What is third party access?

Third party access is when you give someone, your paid tax preparer, for example, access to your tax accounts. 

  • Third party access is not a logon. 
  • Your tax accounts will be added to the logon of the individual or business that you have given access to. 

For more information, see the Third Party Access section.

What are Master Administrator and Tax Administrator access types?

All logons will be either a Master Administrator or Tax Administrator. By default, the Master Administrator:

  • Has by default all access to all accounts and
  • Can control the lessor access type Tax Administrator.  

The Master Administrator has the option to set the access type of Tax Administrator to: 

  • View Only 
  • File and Pay or 
  • All Access. 

How do I set the access type to View Only for a logon?

To set the access type to View Only for a logon, you must be a Master Administrator. 

  • Log in to MassTaxConnect. 
  • Select the Manage My Profile hyperlink in the top right section of the Home panel. 
  • Select the More… tab then select the access type assigned to the user. 
  • If Secondary Logonselect Manage Secondary Logons hyperlink (a logon you created). 
  • If Additional Logon, select Manage Additional Logons hyperlink (a logon the user created). 
  • Select the hyperlink of the username you want to change.  
  • Select the button in the Give Rights column for the tax account(s) that you are giving the authorized user access to. 
  • Select View Only from the Access Rights column. 
  • Select the Next button and review.   
  • Select the Submit button to confirm. 

The authorized user will:

  • Receive an email from DOR once the submission has been processed and

Be required to complete the enrollment process.

 

Page updated: January 17, 2021

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