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Third party access to MassTaxConnect

Answers to frequently asked questions about third party access to MassTaxConnect, including how to assign rights to a third party to file and pay taxes on your behalf.

Table of Contents

What is third party access?

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

Can I assign rights to a third party to work on my behalf?

Yes. You can assign rights to a third party to provide service to your tax accounts from MassTaxConnect if the third party:

  • Is registered in the state of Massachusetts and
  • Chose to list themselves in the Third Party Public Directory.

Assigning rights gives you final say on:

  • Who has access to your tax account(s) and
  • What type of access they have.

Additionally, you can revoke the third party's access at any time.

Third party access is not access to your logon; it is giving the third party access to your account(s) through its own logon.   

To Assign Access Rights to a Third Party:

  • 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 Assign Access Rights to a Third Party hyperlink in the Third Party Accesssection. 
  • The Third Party Public Directory list will display. 
  • Select the company or individual you are choosing to give third party access to. 
  • The list can be filtered by entering the name of the third party into the filter bar and pressing Enter on your keyboard. 
  • Once the third party is selected, select the Next button to see a list of your tax accounts. 
  • Select the button in the Give Rights column for the tax account(s) you are giving the third party access to. 
  • Select the access type you are giving them in the drop-down list in the Access Rights column. 
  • Select the Next button and review. 
  • Select the Submit button to confirm. 

 

If your third party does not appear in the list, they may have chosen not to publicly list their business. Please talk with your third party and have them initiate the request.
 

Can a third party request to do work on my behalf?

Yes. A third party can request access rights to provide service from MassTaxConnect on your behalf.

Requesting access to your tax account(s) gives you:

  • The final authority on who has access and
  • What type of access they have.

Additionally, you can revoke the third party's access at any time.

Third Party Initiated Access Request:

  • Login to MassTaxConnect.
  • Select the Manage My Profile hyperlink in the top right section of the panel. 
  • Select the More… tab and then the Request to Manage Other Taxpayers' Accounts hyperlink in the Third Party Accesssection. 
  • Select the taxpayer's ID type.
  • Enter the ID number and legal name.
  • You will then receive a prompt to select the account(s) you want access to and the level of access you require.
  • You will be asked to select one of two options on how the taxpayer will approve the request:
    • Printed form or
    • MassTaxConnect.

If the printed form option is selected, once the request is submitted, you will want to:

  • Select the Print Client Authorization button from the confirmation page
  • Complete the form using the instructions provided.

If the MassTaxConnect option is selected, the taxpayer will:

  • Complete the request online and
  • You will be notified by DOR once the request has been approved or denied.

Can I approve a third party's request for access on MassTaxConnect?

Yes. You have two options to approve the request:

  • Printed form or
  • MassTaxConnect.

To approve a Third Party Initiated Access Request from MassTaxConnect:

  • Login to MassTaxConnect.
  • Select the Manage My Profilehyperlink in the top right section of the panel. 
  • Select the More… tab and then the View Access Requests From Third Partieshyperlink in the Third Party Access panel. 
  • Select the Approve/Deny hyperlink for the request you want.
  • You will need to select the check box in the Give Rights column.
  • Select the access type in the Granted Rights column.

The third party will be notified by DOR once you approve or deny the request for access.

How do I change a third party's access type?

  • Log in to MassTaxConnect.
  • Select the Manage My Profile hyperlink and then the More…tab. 
  • Select the Manage Third Party Access hyperlink in the Third Party Access panel. 
  • Select the Username hyperlink for the user you are adjusting. 
  • Select the Access tab or Manage Access in the upper right-hand side of the panel. 
  • To change the current access to a tax account, select the Access Type hyperlink (e.g., File and Pay). 
  • Select Change under Account Security. 
  • Select the new access type from the drop-down list. 
  • Select the Save button to complete the change.

How do I cancel a third party's access?

  • Log in to MassTaxConnect.
  • Select the Users tab.
  • Select the Username hyperlink for the username you are canceling.
  • Select Manage under the I Want To section.
  • Cancel Access across from General Access.
  • Answer Yes to prompt confirmation.

Once access is canceled, it cannot be undone.

The third party will have to be granted access again.

Can a third party sever its ties with a client in MassTaxConnect?

Yes. A third party can sever ties with a client if they desire.

As a third party tax professional, should I sign up my client for a username and password if asked?

No. You may certainly assist your client with the registration process by telephone or in person, but we strongly recommend that the business or taxpayer choose their username and password and take responsibility for adding that confidential information to MassTaxConnect.

There are many security risks when impersonating a user. A username and password determine the access roles and rights. Sharing passwords opens access to the original person’s personal information.

When a business or taxpayer registers for online access, an email address is required. Shared email addresses are not allowed.

Does my client have to put their phone number on the MassTaxConnect screens?

Yes. DOR requires the phone number, so we can contact the client if we have a question concerning the registration.

Where can I view my clients who have assigned access rights to me as their third party?

  • To view all your clients as a third party designee, log in to MassTaxConnect.
  • Once you have logged in, all clients you have access to as well as your own business will be displayed on the All tab.

As a practitioner can I use my TIN rather than my SSN when registering as a Third Party?

A practitioner cannot use a TIN number. DOR requires a SSN for security and identification purposes.

I inactivated my third party, but I now want to reactivate them. How do I do this?

To reactivate access, you will need to reassign rights to the third party or have the third party send a new request DOR requesting access to your tax account(s).

Will a third party receive an email letting them know their taxpayer has been sent a letter?

Yes. The authorized third party will receive an email notifying them that correspondence has been mailed to the client on an account level.

Do third party rights allow practitioners to amend a return or is a POA required?

A third party may amend a return for their client if they have been authorized to file a tax return.

What is the difference between POA and third party?

A Power of Attorney (POA) is required if the representative is seeking to act on behalf of a taxpayer and requesting that DOR disclose information contained in:

  • Tax returns and
  • Other documentations.

This may include, but is not limited to:

  • Executing waivers and offers of waivers of restrictions on assessments or collection of deficiencies in taxes and
  • Waivers of notice of disallowance of a claim for credit or refund.

A client may designate a third party on MassTaxConnect to:

  • File
  • Pay
  • Amend tax returns and
  • Conduct work on their behalf.

As a third party/practitioner how do I add my business to DOR's Public Directory?

Being on DOR's Public Directory allows clients to find your business and authorize your access to their account(s) on MassTaxConnect.

To add your business to DOR's Public Directory:

  • Log in to MassTaxConnect.
  • Select the Manage My Profilehyperlinkthen select the More… tab. 
  • Select the Manage My Public Directory Status in the Third Party Access panel.  
  • If you don’t see the link, call DOR.  
  • If you want to list your business, select the radio button for the List my business in the Third Party Public Directory option. 
  • If you do not want your business listed, select the radio button for the Do not list my business in the Third Party Public Directory option. 

Your client must have their own account on MassTaxConnect to:

  • View the Third Party Public Directory and
  • Select you.

 

 

How do I access the mass client management features of MassTaxConnect?

Client management is for logons that have access to manage the tax accounts of more than one taxpayer. If your logon currently has access to manage the tax accounts of others, and you don’t see the hyperlink Manage My Clients under Manage My Profile, follow the steps below to see how to access this helpful feature.

  • Log in to MassTaxConnect. 
  • If you don’t see Manage My Clients hyperlink under the Manage My Profile hyperlink, select the Manage My Profile hyperlink.
  • Select the More... tab. 
  • Select the Change Client View hyperlink in the Access panel.
  • Select the check box and Submit if you want to proceed to access the client management features, select Cancel if you do not. 
  • The client management features will appear automatically. Select the Manage My Clients hyperlink under the Manage My Profile hyperlink and select the More... tab to view the various available options. 

 

Page updated: January 17, 2021 

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