> ## 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.

# Setting up indirect tax

> A step-by-step guide to configuring indirect tax compliance in Commenda.

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

## 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

## Step 1: Navigate to indirect tax

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

## 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)

## 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.

## Step 4: Connect your transaction data

### 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.

### Option B: Upload CSV

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

## Step 5: Classify your products

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

## 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.

## Step 7: Monitor filings

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

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