Scheduling Changes in your State Settings

When you initially set up your nexus states in your TaxJar account, you provided sales tax registration details, specifically your sales tax license type and filing frequency, that are on file with that state's Department of Revenue. 

Please note, if you do not have a sales tax license yet, please register with the state directly as the following information is for sellers with existing active sales tax licenses. 

In this article: 

How to schedule a filing frequency change

1
Please click Account at the top right of your TaxJar dashboard and select State settings.
2
Click the state name and under "Registration information" click "Edit" next to Payment Schedule.
3
You can select the new filing frequency in the drop down, select the date this change becomes effective and click "Save Changes."
If you're enrolled in AutoFile, please email a copy of the notice from the state regarding your filing frequency change to support@taxjar.com.
If your sales tax return has not been filed with the state, you can adjust the user state settings for the current period.

Important note: If your return has already been submitted to the state or already been filed, please be aware you won't be able to update a setting retroactively.

  • TaxJar will automatically offer the next effective date for the next available filing period. 
  • When you change your filing frequency,  the first available effective date will be after the current period is complete. For example, if you are from quarterly to monthly, your monthly frequency would begin the 1st of the month after the current quarter is complete.
    • If you attempt to update your state settings for the current filing period and your return for the current filing period has already been filed,  the next possible effective date is the 1st of the next filing period. 

How to schedule a sales tax license change 

If you use TaxJar to power your sales tax calculations and a change in your sales tax license type determines how you collect, the new calculation rates will take effect on the future scheduled date.

1
Please click Account at the top right of your TaxJar dashboard and select State settings.
2
Click the state name and under "Registration information" click "Edit" next to License type.
3
You can select the new license type in the drop down and select the date this change becomes effective and click "Save Changes."
If you're enrolled in AutoFile, please email a copy of the notice from the state confirming your sales tax license change to support@taxjar.com.