Get started with taxes
Tax records determine where sales tax applies, which authority receives it, and the applicable tax type and code. QuickStart provisions US jurisdictions, agencies, types, and codes from your company’s sales tax registrations. Open Menu > Settings > Accounting > Taxes to review these view-only records and manage customer exemption certificates when applicable.
To prepare tax calculation:
- Provide your company’s sales tax registrations during onboarding, or add a registration in Manage company information later.
- Wait for QuickStart to complete tax-record provisioning.
- Open Menu > Settings > Accounting > Taxes and review the provisioned tax jurisdictions, agencies, types, and codes.
- Create customer exemption certificates when applicable.
You cannot manually create or edit the provisioned US tax records in their lists. If expected records are missing, check the company’s sales tax registrations and the provisioning notification before relying on a transaction’s calculated tax.