GovConnectIowa: Tax Account Access

In GovConnectIowa, access to tax accounts can be provided through a variety of roles and access levels.

Business owners and administrators have the ability to provide, manage, and cancel GovConnectIowa access to employees and other parties such as tax professionals, preparers, and accountants. 

There is no limit to the number of usernames that can have access to an account. Each GovConnectIowa user should have their own logon credentials. Because GovConnectIowa logons are specific to each person, passwords should not be shared with anyone. 

Account owners and administrators should periodically review users with access and the access settings to ensure appropriate access is granted to the right parties. 

Access Types 

Full Access

Full access allows you to perform actions related to the business accounts as well as view and manage access levels for other users.

Administrator

Administrators can manage accounts they have access to, including filing returns and making payments. Administrators may also manage other user logons and request password resets for other users.

Account Manager

Account managers can manage accounts that they have access to, including filing returns and making payments.

Other Party Administrator

Other Party Administrators can manage customers and accounts they have access to, including filing returns and making payments. Administrators may also manage secondary logons and request password resets for other users.

Other Party Account Manager 

Other Party Account managers can manage accounts that they have access to, including filing returns and making payments.

Access Levels 

All Access

Access to all functions and features in GovConnectIowa.

File Returns & Make Payments

Allows users to file returns and make payments, but not manage or change any tax account information.

File Returns Only

Allows users to only file returns on the tax accounts they have access to. 

Make Payments Only

Allows users to only make payments on the tax accounts they have access to. 

Registration & Licensing

Allows users to apply for new permits or licenses and manage existing permits and licenses. 

View Only 

Allows users to only view information. 

Owners, Administrators, and Employees

Request Access to an Account

The owner, administrator, or employee must create their own GovConnectIowa logon before requesting access to any tax accounts. There are two options for requesting access:

• When creating a logon, the owner, administrator, or employee can select to request access to an existing account. Learn more about Creating a Logon. 
• If the owner, administrator, or employee has an existing logon, they can log in to their account and select the Request Access to an Account link on the I Want To... tab. 

To gain access to the account, the following account information must be provided:

• Account type
• Account (permit) number
• eFile & Pay BEN, IDR ID, or information from a recent tax return

Other Parties

Gain access to an account as a tax professional, tax preparer, accountant, or other third-party relationship. Providing or getting access to an account can be accomplished several ways. 

Request Access to a Client Account

You can request access to your client's tax accounts through GovConnectIowa. 

There are multiple ways to request access to your client: 

1. Request Access during the initial Create a Logon process.
2. Request Access through the Accountant Center.
3. Request Access through the Select a Customer menu (when no customer is selected).

Requesting an access code is required to access all available GovConnectIowa features and manage your tax accounts. The access code will be mailed to the taxpayer's primary or headquarters mailing address.

You can make payments using the Quick Pay until you receive the access code.

Have Your Client Grant Access

If your client is connected to their tax account, they can grant you immediate access by completing the following steps:

1. Log in to their GovConnectIowa account.
2. Navigate to the I Want To… tab, GovConnectIowa Access section, and select Manage Other Users with Access to this Customer.
3. Select Add a New Logon With Access To This Customer.
4. Once this request has been processed, you will receive an email with further instructions.

Client can Grant Access to Other Parties 

A taxpayer can grant immediate access after creating a logon and connecting to their tax account(s).

To grant an Other Party GovConnectIowa Access:

1. Log in to your GovConnectIowa account.
2. Navigate to the I Want To… tab, GovConnectIowa Access section, and select Manage Other Users with Access to this Customer.
3. Select Add a New Logon With Access To This Customer.
   1. You will need the Other Party’s GovConnectIowa email address in order to complete this request.

Once this request has been processed, the Other Party will be connected to the authorized tax account(s).

The Department recommends periodically reviewing your Other Party access settings to ensure appropriate access is granted to the right parties.

Managing and revoking access to accounts in GovConnectIowa does not change or cancel any third party authorization forms on file with the Department. This includes power of attorney, designated disclosure, and representative certification forms. Businesses with GovConnectIowa accounts can manage their third party authorizations by using the options in the Third Party Authorization section of the I Want To... tab. 

Change Others Access to a Tax Account

To change an Other Party user’s access to your tax account(s):

1. Log in to your GovConnectIowa account.
2. Navigate to the I Want To… tab, GovConnectIowa Access section, and select Manage Other Users with Access to this Customer.
3. Select the logon you would like to change/remove access.
4. Select Manage Account Access.
5. Change or cancel the access.

Remove an Other Party Logon

To remove an Other Party logon from your GovConnectIowa account:

1. Log in to your GovConnectIowa account.
2. Navigate to the I Want To… tab, GovConnectIowa Access section, and select Manage Other Users with Access to this Customer.
3. Select the logon you would like to change/remove access.
4. Select Manage Account Access.
5. Select Cancel Access. 
    

Instead of sharing your password, you can share your access with employees or other parties that work for you so they can act on your behalf. 

Secondary logons can:

• Perform work on your behalf.
• May only have access to customers and accounts that you have access to.
• Will lose access to customers and accounts that you lose access to.
• Will have their logons canceled when your logon is canceled.
• Can have their access managed for all customers and accounts.

Other Party Administrators can create security groups to manage the access granted to secondary logons. Secondary logons are granted access to all accounts associated with the admin by default unless a Security Group is created. Follow the steps below to create a security group. 

1. Log in to your GovConnectIowa account
2. Navigate to the Accountant Center and click Manage Secondary Logons
3. Click Security Groups 
4. Click Add
5. Add the Name of the security group and Description of the access allowed
6. Click Save
7. Click Customer Security and select the customers to be added to the new security group
8. To manage the security group a customer is associated with, click the corresponding Security Group link
9. Select which Security Group you would like to apply
10. Click Save

Delete a Secondary Logon

You can add, update, or deactivate secondary logons. If you deactivate a Secondary Logon, the username will remain in the listing.

To deactivate a secondary logon:

1. Log in to your GovConnectIowa account
2. Select Accountant Center
3. Select Manage Secondary Logons from the Access for Employees or Other Parties section
4. Select the username that you want to remove
5. Select Deactivate Access

Once deactivated, the secondary logon can no longer access GovConnectIowa using that username and password.