Articles on: Sales Tax Autofile

How to setup Autofile for Oklahoma

This is a state-specific guide. Learn about setting up Autofile in general here.
Just finished registration? Please read the registration guide first.

Allow third-party access to OkTap



Login to OkTap.
Click the Manage My Profile hyperlink in the top right corner.



Click the Manage Third Party Access hyperlink in the More tab.



Use the hyperlink in the Additional Logons section to adjust logon options. To allow, click the Yes/No hyperlink next to allow and select Yes to confirm.

Create a passphrase to access your OkTap profile



Login to OkTap.
Click the Manage My Profile hyperlink in the top right corner.



Click the Add Third Party Access hyperlink in the More tab.



Enter a passphrase of your choice and click the Next button.
Click the Submit button.
Update Sidr Tax Oklahoma Autofile configuration with the passphrase.

Sidr Tax will validate access to your OkTap profile



Sidr Tax will establish third-party access to your OKTap profile.
Sidr Tax will send you a confirmation. Once received, you can continue onto the next step.

Grant Sidr Tax access to your sales tax accounts



Login to OkTap.
Click the Manage My Profile hyperlink in the top right corner.



Click the Manage Third Party Access hyperlink in the More tab.



Select sidrtax.
Select Manage Account Access.
On Sales Tax and Vendor Use Tax line, select Grant Access.
On Type of Access, select All Access.
On Periods logon has acces to:, select All Periods.
Click the Save button.
Please leave us a message through chat or email, letting us know that you have granted us access!

Updated on: 09/20/2024

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