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?
- How do I enroll?
- When can I enroll in AutoFile?
- What if I don't see the option for AutoFile to submit my return for this filing period?
- AutoFile Banking FAQs
- Am I already enrolled?
- Can I enroll for AutoFile in all states at one time?
- What is the status of my AutoFile enrollment?
- Why can't I enroll in AutoFile at this time?
What do I need before enrolling for AutoFile?
- You need to have a paid TaxJar subscription. If you're currently in trial, you can upgrade early to enroll.
- You'll need an active sales tax registration for the state where you want to enroll.
- You'll need a U.S. based bank account.
- For some states, you will also need to have active state-issued e-file credentials.
- 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.
- 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?
Click the blue "Enroll in AutoFile"
- If you do not see the option to enroll on your dashboard, please follow these instructions here.
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.
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.
Complete the State Enrollment Details
- 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.
- We provide every requirement you need to enroll in AutoFile for every state.
Please note, you will be able to choose your first desired return on your AutoFile enrollment form.
Agree to terms of service.
What's next?
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 EST).⚠️
For example, in order for TaxJar to enroll your January 2021 return due in February 2021, you must enroll by January 31st by 5pm EST. - 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.