Get started with tax setup and tax records provisioning
QuickStart can provision tax records from the sales tax registrations that you provide during onboarding. Enter registrations for every state where your company is registered to collect sales tax.
Add registrations during onboarding
- Start the QuickStart onboarding wizard and continue to Tailor QuickStart to your business.
- In the sales tax registration section, select the state where your company is registered.
- Enter the tax registration number and accept the registration.
- Select Add another registration and repeat the steps for each additional state.
- Review the registrations before continuing with onboarding.
QuickStart imports the related tax jurisdictions, agencies, types, and codes in the background. A notification reports when the import is in progress and when it finishes. After onboarding, select Menu, then select Accounting > Settings and review the lists on the Taxes card before manually creating tax records.
Do not rely on a zero tax amount while the notification says that tax data is still being imported. Wait for the completion notification, and then retry the transaction so that QuickStart can calculate tax with the imported records.
Registration changes
You can change a registration number at any time. You can change effective dates only for periods without transactions. You can delete a registration only when no transaction exists for its tax jurisdiction.