How can I exclude sales prior to my nexus start date in my Reports?

You can always determine the range of data currently displayed in your TaxJar report by viewing the date range displayed in the upper right side of the report:

My nexus start date isn't the same as the first day of the filing period in the report. What should I do?

If your nexus start date doesn't line up with the date range displayed for your filing frequency, you can force your account's reports to ignore sales prior to your nexus start date by entering a nexus start date for the state in your account's State Settings.

• Please note: AutoFile can only support filing returns for partial filing periods (returns with a nexus start date that is after the first day of the filing period), for users who provide us clear documentation from the state of their nexus established date creating this partial period. Email support@taxjar.com for assistance. 
• If you enroll in AutoFile and do not provide nexus start date documentation, but choose to have TaxJar file the full period, then any sales marked as taxable that were made during the full filing period will be included in the calculations and this amount will be remitted to the state with the return. If you need to mark any of your sales during the filing period as exempt, we explain how to do this here.

If you'd like to edit data on your AutoFile returns due this month, you will need to pause your filing before your report locks (this date is detailed on your AutoFile email notification sent on the 1st of the month) in order to request TaxJar to make changes to your data. You should pause your return from your AutoFile Dashboard while you are waiting for a response to your dupport request. We show you how to PAUSE a filing here. It's imperative that you use the pause modal before your report locks if you're not ready for TaxJar to file your return.