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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 as Registered and your filing schedule is captured.

Open the registration form

  1. Go to Tax Management > Nexus Management.
  2. Click View Details on the state you have registered in.
  3. In the sidebar, find the Register in [state] form. This appears only while the state is not yet registered.

Enter the registration details

  1. Registration # (required) – the registration or permit number issued by the state.
  2. Registration Date (required) – the date your registration took effect.
  3. Filing Frequency (required) – choose Monthly, Quarterly, or Annual.
  4. Click Save Registration.

You return to the state detail page with a confirmation message, and the status now shows Registered.

Tip: The filing frequency you choose helps the system estimate when your next return is due, so set it to match what the state assigned to you.