Get started with tax setup and tax records provisioning
Your company’s sales tax registrations determine which US tax jurisdictions QuickStart uses and which related tax agencies, types, and codes it provisions. Add registrations during onboarding or later through Manage company information. If a jurisdiction is missing when you add a registration after onboarding, create it in that registration’s Tax jurisdiction field. The tax records are view-only in the Taxes lists.
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, open Menu > Settings > Accounting > Taxes and review the provisioned records. US tax jurisdictions, agencies, types, and codes are view-only; do not look for create or edit actions in their lists.
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.
Add registrations after onboarding
Open Menu > Administration > QuickStart settings > Company structure > Manage company information and add the sales tax registration there. If the jurisdiction is not available, create it from the Tax jurisdiction field while adding the registration. QuickStart provisions its related tax agencies, types, and codes in the background after the registration is saved. See Manage company information for the steps.
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.