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 email@example.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.