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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

  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.
After initial setup, check the Indirect Tax section weekly to review new transactions and upcoming filing deadlines.