Login assistance for MassTaxConnect (2024)

If you forget your username:

• SelectForgot 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.

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

• Navigating to the Manage My Profile hyperlink in the top right section of the Home paneland
• Selecting theMore…tab.

Your role will be displayed in the Manage My Access hyperlinkin theAccesssection. 

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

• Log in toMassTaxConnect.
• Select the ManageMy Profile hyperlink in the top right section of the Home panel
• Select theMore…tab.
• Select the DeleteMy 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.

No. You should nevershare 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’saccess rights andpersonal information.

Never share your username and password with anyone.

Third-party access is when a taxpayer gives someone (for example, a paid tax preparer) access to their taxaccounts. After approval, a taxpayer’staxaccounts will be added to the logon of the third party.

A third party initiates the process to request access rights to provide services to a taxpayer onMassTaxConnect.

When a third party requests access to a taxpayer’s tax account(s):

• The taxpayer has final authorityon who has access and
• What type of access is given.

Additionally, a taxpayer can revoke a third party's access at any time.

For more information, visit:

• Third-party Access to MassTaxConnect FAQs
• Third-Party Access videos.

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

• Your username and password determineyour 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'saccess rights andpersonal information.
• Never share your username and password with anyone.

For more information, visit:

• Third party access to MassTaxConnect FAQs
• Third-Party Access videos.

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

To cancel your online access:

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

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 ManageMy Access tab.
• Select theMore…tab.
• Select the appropriate access typeheld by theTax Administrator.
  • IfSecondaryLogon,selectManageSecondaryLogonshyperlink.
  • IfAdditional Logon,selectManage Additional Logonshyperlink.
• Selectthe 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.

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

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

There are three (3) types of logons inMassTaxConnect.

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 youcan managelogon access to your business and clients.

In MassTaxConnect, Secondary logonsallow fororganizations to share access with the appropriate employees.Secondary logonsare 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 groupsare a way of grouping access to clients or firm accounts forsecondary logons.Secondary logonsare 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.

InGeniSys, when viewing a web profile, you can identify whether the profile is a secondary logon or an additional logon based on theAccess 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 thisdocumentcan only be performed by Master Administrators.

• Log in toMassTaxConnect.
• Select theManageMy Profilehyperlink.
• Select theMore…tab.
• In the My Users panel, select theManage Secondary Logonshyperlink.
• On the Secondary Logons window, select theAdd Userhyperlink.
• In theAdd 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, selectNext.
• In theAccess Settings step,selectthe security group(s) and the account type(s)you want toapply 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. SeeCreate a Security Groupfor the steps on how to add a new security group.
• SelectSubmit.
• OnceSubmithas been selected, a confirmation email is automatically sent to the user.
• Select theOKbutton.
• 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 willautomaticallyhavewhatever security permissions selected earlier. If necessary, seecreate and associate a security group for my secondary logonsandAssociate a Security Group to a Secondary Logonfor steps on how to adjust the user’s access.
• The user has now been granted access to the account through secondary logon.

• Log in toMassTaxConnect.
• Select theManageMy Profilehyperlink.
• Select theMore…tab.
• In the My Users panel, select theManage Secondary Logonshyperlink.
• Select theSecurity Groupstab.
• Select theAddhyperlink.
• Complete the required fields and select theSavebutton.
• The security group has now been created and can be applied to users.
• The next step is to viewAssociate 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.

• Log in toMassTaxConnect.
• Select theManageMy Profilehyperlink.
• Select theMore…tab.
• In the My Users panel, select theManage Secondary Logonshyperlink.
• Select theCustomer Securitytab.
• 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 theSavebutton.

The taxpayer is now associated with the new security group.

Note: A taxpayercannotbe associated to more than one security group.

• Log in toMassTaxConnect.
• Select theManageMy Profilehyperlink.
• Select theMore…tab.
• In the My Users panel, select theManage Secondary Logonshyperlink.
• Select the hyperlink for the appropriate secondary logon.
• In the Security Groups section, select theChangehyperlink.
• Select thecheckboxesfor the security group(s) that the secondary logon should be associated with.
• Select theSavebutton.
  • The secondary logon is now associated with the new security group(s).

Note: A secondary logoncanbe associated with more than one security group.

• Log in toMassTaxConnect.
• Select theManageMy Profilehyperlink.
• Select theMore…tab.
• In the My Users panel, select theManage Secondary Logonshyperlink.
• In the Additional Users table, select the username hyperlink for the desired user.
• Select theDeactivate Accesshyperlink.
• Select theOKbutton.
• SelectOKbutton.
  • The user no longer has access to the account.

All logons will be either aMaster AdministratororTax Administrator. By default, theMasterAdministrator:

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

The Master Administrator has the option to set the access type ofTaxAdministratorto:

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

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

• Log in to MassTaxConnect.
• Select the Manage My Profilehyperlink in the top right section of the Home panel.
• Select the More…tab thenselect theaccess typeassigned totheuser.
• IfSecondaryLogon,selectManage SecondaryLogonshyperlink(a logon you created).
• IfAdditional Logon,selectManage Additional Logonshyperlink(a logon the user created).
• Selectthe hyperlink of the username you want tochange. 
• 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.