I make monthly prepayments; which frequency should I select?

    There are several states that require high volume sellers to file sales tax returns on a quarterly basis (which means you report sales data and jurisdiction breakdowns every 3 months) but they also require sellers with this frequency to make an estimated prepayment the first two months of each quarter.

    • Essentially, you still need to file and remit your sales tax returns monthly, but you are required to recap the quarterly payment at the end of the quarter in a quarterly filing every 3 months as well.

    This creates a bit of confusion when you need to select your Filling Frequency in the State Settings, and choosing Monthly or Quarterly isn't completely accurate for this scenario as your Filing Frequency in your AutoFile enrollment form must be an exact match with the frequency the state assigns you.

    • For this reason, if the state assigns you a monthly prepayment frequency, you should select the "Quarterly Prepay - quarterly remitted monthly" option in your State Settings for California, New York and New Jersey.

    When I enroll in AutoFile, will TaxJar make my monthly prepayments?

    AutoFile currently supports monthly prepayments and quarterly returns in most states with a few exceptions. Review the specifics below:

    • For Plus, Professional and Premium subscribers:
      • AutoFile supports prepayments in almost every state* that offers this frequency! 
        • *We do not yet support prepayments for Texas. 
    • For Starter or Basic subscribers:
      • AutoFile can make monthly prepayments and file quarterly returns for you in each of the following states: 
        • California
        • New Jersey
        • New York
      • For additional states requiring prepayments, your TaxJar Reports will have all of the information to help you make the prepayments and returns yourself.

    Important: AutoFile may only file returns for a full period. For quarterly prepay frequency, this must include the whole quarter. Because of this, monthly prepayment periods are not eligible to be skipped by AutoFile. 

    If you're interested in enrolling in AutoFile, we have more information here.

    Related: California Sales Tax Prepayments Explained