Tax Management

Exemption Certificates Delete an exemption certificate Delete an exemption certificate when it was added in error or is no longer needed. Deleting also removes any attached document, and… Exemption Certificates Download a certificate document When a certificate has a file attached, you can download it directly from the Exemption Certificates list. Download a certificate document Go… Exemption Certificates Filter and search certificates Use the filters at the top of the Exemption Certificates page to find a specific certificate or to focus on a group,… Exemption Certificates Edit an exemption certificate Edit a certificate to correct its details, update its dates, change its status, or replace the attached document. Open the certificate Go… Exemption Certificates Add an exemption certificate Add an exemption certificate to record that a customer is exempt from sales tax, and attach the supporting document for your records.… Exemption Certificates Exemption Certificates overview Exemption Certificates is where you keep track of the tax exemption certificates your customers have provided. Storing them here lets you confirm… Nexus Management Record a state registration Once you have registered to collect sales tax in a state, record the registration details in Nexus Management so the state shows… Nexus Management View nexus details for a state Open a state's detail page to see exactly where you stand against its economic nexus threshold and to review your registration information.… Nexus Management Nexus Management overview Nexus Management helps you track where your sales are creating a sales tax obligation. As your sales in a state grow, you… Returns and Filing Update a filing’s status and notes You can change a filing's status and add notes from its edit screen – for example to move it from Pending to…