Purpose

Identify the tax jurisdictions you expect to remit sales and use tax to. These are the available options when selecting sales tax rates throughout the system.

Taxes List View 

Search & Filter Options

This view does not have specific search or filter options visible in the screenshot.

Additional Features

• "+" Button: Create a new tax jurisdiction entry.
• "⟳" Button: Refresh the list of tax jurisdictions.
• Trash Can Icon: Delete an existing tax jurisdiction.

Column Headers

• JURISDICTION: The name or description of the tax jurisdiction.
• LOCATION CODE: A code representing the specific location within the jurisdiction.
• STATE: The state associated with the tax jurisdiction.
• COUNTY: The county associated with the tax jurisdiction.
• CITY: The city associated with the tax jurisdiction.
• POSTAL: The postal code for the tax jurisdiction.
• REMIT TO: The entity to which the tax is to be remitted.
• TAX RATE: The percentage rate of tax for the jurisdiction.

Selected Jurisdiction

When a specific tax jurisdiction is selected or a new one is being created, users can enter detailed information in the following fields:

Tax Jurisdiction Information

• Display Name: The name that will be shown for this tax jurisdiction.
• Location Code: A unique identifier for the specific location within the jurisdiction.
• Tax Rate: The overall tax rate for this jurisdiction.
• County: The county associated with this tax jurisdiction.
• City: The city associated with this tax jurisdiction.
• State: The state in which this tax jurisdiction is located.
• Postal: The postal code for this tax jurisdiction.
• Remit To: The entity to which the collected tax should be remitted.
• Vendor: The vendor associated with this tax jurisdiction, if applicable.
• Tax Payable Account: The account to which collected taxes will be recorded as payable.
• Exempt Rate: Checkbox to indicate if this is an exempt rate.

Tax Rate Components

Users can enter any individual tax rate components for country, state, county, city, or special tax jurisdictions:

• NAME: The name of the individual tax component.
• TYPE: The type of tax (e.g., state, county, city).
• REMIT TO: The specific entity to which this component of the tax should be remitted.
• TAX PAYABLE ACCOUNT: The account for recording this specific tax component as payable.
• TAX RATE: The rate for this specific tax component.

Additional Features

• "+" Button: Add a new individual tax rate component.
• "⟳" Button: Refresh the list of individual tax rate components.
• Trash Can Icon: Delete an existing individual tax rate component.
• "Done" Button: Save changes and exit the detailed view.

Tax Nexus Section

Additional Features

• Always Collect Tax: When checked, collects sales tax for all jurisdictions.
• Only Collect Where Nexus Exists: When checked, collects sales tax only for jurisdictions where the company has a sales tax nexus.
• "+" Button: Add a new state where the company maintains a sales tax nexus.

Column Headers

• STATE: The state where the company maintains a sales tax nexus.
• DESCRIPTION: Additional information about the sales tax nexus in that state.

Workflows

Creating a New Tax Jurisdiction

1. Click the "+" button in the upper right corner of the Taxes List View.
2. Fill in the required information for the new tax jurisdiction.

Adding a State with Sales Tax Nexus

1. Scroll to the Tax Nexus section.
2. Click the "+" button below the list of states.
3. Enter the state and description for the new sales tax nexus.

Deleting a Tax Jurisdiction or Nexus State

1. Locate the desired record in either the Taxes List or Tax Nexus section.
2. Click the trash can icon associated with that record.

Common Workflow Questions

1. How do I add a new tax jurisdiction for a specific city or county?
2. Can I import tax rates automatically from Avalara AvaTax?
3. What's the difference between "Always Collect Tax" and "Only Collect Where Nexus Exists"?
4. How do I update an existing tax rate?
5. Can I have multiple tax jurisdictions for the same state?
6. How do I indicate that a jurisdiction is non-taxable?