Setting up indirect tax

Documentation Index

Fetch the complete documentation index at: https://docs.commenda.io/llms.txt

Use this file to discover all available pages before exploring further.

This guide walks you through setting up indirect tax management for your entities in Commenda.

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Prerequisites

• At least one entity added to your Commenda account
• Business information filled in for the entity (EIN, addresses)
• Knowledge of where you’ve exceeded indirect tax registration thresholds

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Step 1: Navigate to indirect tax

Click Indirect Tax in the sidebar. If you have multiple entities, select the entity you want to configure.

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Step 2: Complete the onboarding flow

The first time you access indirect tax for an entity, you’ll go through a brief setup:

1. Company details — confirm or add details like your business type and NAICS code
2. Tax configuration — choose tax-inclusive or tax-exclusive pricing
3. Locations — add your business locations (these help determine registration thresholds)

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Step 3: Add your registrations

Add each state or jurisdiction where you’re registered for indirect tax:

1. Go to the Registrations tab.
2. Click Add registration.
3. Enter the jurisdiction, registration number, and filing frequency.
4. Add any local jurisdictions as needed.

If you need to register in a new state, click Request new registration to start the process with Commenda’s help.

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Step 4: Connect your transaction data

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Option A: Connect accounting software (recommended)

1. Click the integration option in your indirect tax settings.
2. Select your accounting platform.
3. Authorize the connection.
4. Commenda syncs your transaction data automatically.

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Option B: Upload CSV

1. Go to the Transactions tab.
2. Click Upload CSV.
3. Upload your transaction file and map the columns.

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Step 5: Classify your products

Go to the Products tab and ensure your products are properly classified for tax purposes.

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Step 6: Set up exemption collection (if needed)

If you have tax-exempt customers:

1. Go to the Exemptions tab.
2. Share your exemption portal link with customers.
3. Or manually upload exemption certificates.

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Step 7: Monitor filings

Once set up, go to the Filings tab to see your upcoming filing deadlines.