How do I enroll in AutoFile?

You need to enroll in AutoFile in order for TaxJar to file your sales tax returns on your behalf.

Enrollment FAQs

What do I need before enrolling for AutoFile?

  1. You need to have a paid TaxJar subscription. If you're currently in trial, you can upgrade early to enroll.
  2. You'll need an active sales tax registration for the state where you want to enroll.
  3. You'll need a U.S. based bank account.
  4. For some states, you will also need to have active state-issued e-file credentials.
  5. You'll also need to be sure the state registration number has already been added to your TaxJar account's nexus states in your State NexusSettings.
  6. You'll need to confirm that your filing frequency is correct. To update your filing frequency (to monthly, quarterly, annually, etc.) visit that state in your TaxJar account's State Nexus Settings and click the "Edit" link to update your frequency.

To help you prepare, we've gathered every requirement you need to enroll in AutoFile for every state.

Once you've taken care of these steps, you can enroll by clicking on the blue "Enroll in AutoFile" button under the name of the state where you want to enroll in AutoFile and complete the enrollment form.

How do I enroll in AutoFile?

1

Click the blue "Enroll in AutoFile"

2

   Complete Business Account Details

If there are any details missing in your Business Profile, please complete the required fields.  Please make sure the information you enter here matches the details the state has on file for your sales tax registration, especially in the Federal Tax ID and Business Name fields.

3

  Complete the Banking Enrollment details

We need your bank account details because your checking or savings account will be debited directly by the state to pay the sales tax you owe to the state. We use state of the art encryption for this information, and never withdraw money for purposes other than paying the state. More on that here.

These details are also important. If we don't have the correct bank account number, routing number, and type of bank account, the state won't be able to debit your account. Please review this information carefully to make sure there are no mistakes.

4

  Complete the State Enrollment Details

The state details are crucial to our ability to accept your enrollment and AutoFile your returns. 
  • All details must be correct and match exactly what the state has on file for your account, including your filing frequency (you have to select the frequency the state assigned you), your Sales Tax Registration/Permit Number, and state e-file Username and Password.
  • Please note that our state reports automatically default to a monthly filing frequency. But, if your state requires you to file Quarterly, or even Annually, you should change this (before enrolling in AutoFile) by clicking on the wrench next to the filing frequency you see for the state in your Dashboard. 
Requirements may vary from state to state, depending on the information we need to submit a return in that state.
5

  Agree to terms of service.

  • To complete the enrollment form, check the boxes to agree to the Terms of Service and accuracy of the information you're providing. Then, click the final button to submit your enrollment form! 
  • 6.

    What's next?

  • After you complete the enrollment form, our filing team will review the details you submitted for accuracy. This typically takes a few business days to process. 
  • In the interim, you will see that your enrollment is "Pending" on your Dashboard. 
  • If there are any issues with your enrollment form, our filing team will reach out to you for your assistance in correcting any invalid details. After you are able to correct any issues to our filing team's satisfaction, you will then receive an email notification to confirm that you have been successfully enrolled.
  • When can I enroll in AutoFile?

    • TaxJar subscribers are eligible to enroll in AutoFile at any time!

      ⚠️ IMPORTANT: If you'd like AutoFile to submit your sales tax return that has a filing due date within the same month, you will need to complete enrollment by the 8th (5pm EST) of that month.⚠️
    • If you do not see the current filing period available, then you will need to file manually.
    • Our AutoFile service will start with the filing period you select after your enrollment is successfully confirmed by our Filing team.

    We strongly recommend that you submit your enrollment early, as we may require special access to your sales tax account in some states. 

    Why can't AutoFile submit my return for this filing period?

    • If the current filing period is not available when you enroll, you'll need to file manually. 
    • Our AutoFile service will take effect automatically for the next filing available that you select.

    What is the status of my AutoFile enrollment?

    Pending

    After you complete the enrollment form, our filing team will review the details you submitted for accuracy. This typically takes a few business days to process. In the interim, you will see that your enrollment is " Pending" on your Dashboard. We provide more detail about this here.

    Resolve Issue

    If our Filing Team sees issues or has questions regarding the information in the enrollment form, TaxJar will contact you at the email address associated with your TaxJar account. 

    • You'll also see a message on your Dashboard to let you know that we won't be able to AutoFile for you until you have resolved the issue.
    • The information you submit must be accurate and match the information within your state e-file account.  Please be sure to fill out all fields in each section of this form and double check your entries for typos, case sensitivity etc.
    • If we are not able to successfully enroll you during the enrollment window, you will be able to re-enroll the following month.