The Tax Management dashboard is your starting point for keeping on top of sales tax obligations across every state you do business in. It gives you an at-a-glance picture of how much tax you have collected, what you owe, which filings are coming due, and where you may be approaching new registration requirements.
Where to find it
From the main Dashboard, open Tax Management. The page is titled “Tax Management” with the description “Monitor tax obligations and compliance across all jurisdictions.”
Key things you will see
Across the top of the page are four quick-stat cards:
- YTD Tax Collected – total tax collected so far this year.
- States Registered – how many states you are registered in, plus how many are approaching a threshold.
- Expiring Certificates – exemption certificates expiring within the next 30 days.
- Pending Filings – filings still to be submitted, including how many are overdue.
Below the cards you will find Current Period Tax Liability (tax collected, credits, adjustments and net liability for the current month), a Nexus Status Summary, a Recent Activity feed, and an Upcoming Due Dates list in the sidebar.
Quick actions
The dashboard header and the sidebar give you one-click shortcuts to the most common tasks: View Reports, Generate Return, Record Payment, and Add Certificate.
Tip: The dashboard is a read-only summary. To take action, use the buttons described in Use the quick actions on the Tax dashboard.