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.

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?

When can I enroll in AutoFile?

• TaxJar subscribers are eligible to enroll in AutoFile at any time!
  
  IMPORTANT: If you'd like for AutoFile to submit your sales tax return, you will need to complete enrollment by the last day of the month before your first requested return is due, (5pm ET).
  For example, in order for TaxJar to enroll your January 2021 return due in February 2021, you must enroll by January 31st by 5pm ET.
• 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.
  
  As a reminder, if you are enrolling in AutoFile for a  future period's return, you can choose your first desired return on your AutoFile enrollment form.  

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

• If you do not see the option to enroll on your dashboard, please follow these instructions here.

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.

How to review/edit your AutoFile details

If we are having difficulty finalizing your AutoFile enrollment or submitting your return, we will ask you to review the information you submitted in your enrollment to verify that the information in all fields is correct and exactly matches the information you received from the state's sales tax office.

You can review and edit your AutoFile enrollment form by visiting your AutoFile enrollments page. 

To review your AutoFile enrollment details, click on the "Edit" link next to the state name and then on the next screen, you can review and edit your enrollment form.

How do I re-enroll in AutoFile?

If you canceled AutoFile for a state you were previously enrolled in, you can re-enroll for that state from your AutoFile Dashboard. 

Re-enrolling for AutoFile follows the same process as if you were enrolling for the state for the first time. 

• We show you how to enroll and provide state-specific checklists to ensure you have all the required information.
• Because each state varies, you may need to re-enter your state details. However, some of your information may display from before.
• If you retracted 3rd party access in a state, you will need to grant it again,

Please note, state websites are always changing, so enrollment requirements may have changed since you last enrolled. 

• Please read the enrollment instructions carefully and double-check your information for accuracy. 
• The information you submit must be accurate and match the information within your state e-file account. 

Lastly, if you removed the state as a nexus state, you would need to add the state first in your State Nexus Settings. Scroll down and click the green "Add State with Nexus" button.

• Please review these details if you are unsure if you are enrolled in AutoFile