Enable Tax Collection on a Tax-Engine Integration
Updated 16 days ago
When you turn on a tax-engine integration, Kintsugi shows a Setup Checklist first. The checklist confirms your account is ready, shows you exactly which jurisdictions tax will apply to, and asks you to confirm the one thing Kintsugi cannot check on its own. Tax then applies to all future invoices on that connection.
Before You Start
The Setup Checklist appears only for platforms where Kintsugi turns on tax collection in-app. If your platform is not covered, see Things to Know section below.
Tax applies going forward only. Enabling tax collection does not recalculate or amend invoices that already exist on the connection.
Steps
Log in to your Kintsugi account.
In the left navigation menu, click Data Sources.
Click Browse Integrations.
Scroll down and select your connected platform want to collect tax on.
Click Enable Tax Collection. Kintsugi opens the Setup Checklist.
Complete the required items. Items 1 through 4 confirm your account is ready to calculate tax accurately. Work through anything not yet complete.
Review your jurisdiction scope. The Registrations item lists every jurisdiction where tax will be calculated. If a jurisdiction is missing, add the registration before you enable.
Confirm the item Kintsugi cannot verify. One checklist item asks for your confirmation because Kintsugi has no way to check it inside your platform. The wording depends on your platform, so read it carefully before confirming.
Review the recommended items. Items 5 through 7 improve accuracy but do not block enablement. Clearing them now prevents avoidable corrections later.
Select Enable. Kintsugi records who confirmed and when, then completes enablement through your platform's own flow.
The Enable Tax Collection Setup Checklist
This checklist is for you to review your setup before enabling Tax Engine integration because tax will apply to all future invoices on this connection.
# | Item | What it confirms |
|---|---|---|
1 | Initial Data Import | Your customers, products, and invoices are synced |
2 | Organization Details | Your legal entity, business address, and tax IDs are on file |
3 | Varies by platform | The one item you confirm yourself, see below |
4 | Registrations | Taxes will be calculated only for these jurisdictions |
5 | Product Categorization (recommended) | Uncategorized products needs review |
6 | Address Validation (recommended) | Unvalidated addresses needs review, since validation enables rooftop-accurate tax |
7 | Invoice Addresses (recommended) | Recent invoices (with missing a destination address) needs review |
Kintsugi can read your synced data, but it cannot always see how tax is configured inside your platform. Item 3 covers that gap, so its wording changes depending on where you are enabling.
Platform | Item 3 | What you are confirming |
|---|---|---|
Shopline | Complete Setup | Your Shopline setup is complete, since Kintsugi cannot verify this in Shopline |
Rillet | Disable Native Tax Engine | Rillet's own tax engine is turned off, since Kintsugi cannot verify this in Rillet |
IMPORTANT NOTE: On other platforms, item 3 serves the same purpose with wording specific to that platform.
How to Confirm it Worked
Your integration shows tax collection as active after you enable it. The next invoice created on that connection shows tax calculated by Kintsugi, and only for the jurisdictions listed in the Registrations item. Creating one test invoice is the fastest way to confirm.
Things to Know
Tax applies to future invoices on the connection only. Existing invoices are not recalculated
Tax is calculated only where you hold an active registration. Enabling tax collection does not register you anywhere new.
The Setup Checklist does not appear for WooCommerce, Magento, Shopware, and NetSuite. Tax collection works differently on these platforms, so follow each platform's integration guide; tax collection is configured through the NetSuite integration itself.
Tax-engine integrations require a plan that includes them. If yours does not, selecting Enable Tax Collection offers a conversation with our sales team, and your existing read-only sync keeps working unchanged.
FAQs
Q: Why is there a checklist now when I used to enable tax collection in one click?
A: Enabling with incomplete setup used to be possible, which meant tax could be calculated at zero or partial rates without any warning. The checklist surfaces gaps before tax collection starts.
Q: Do I have to finish the recommended items?
A: No. Items 5 through 7 do not block enablement. They reduce the chance of inaccurate tax on individual invoices, so clearing them is worthwhile even after you enable.
Q: Why does Kintsugi ask me to confirm something instead of checking it?
A: Some platform-side settings are not visible to Kintsugi through the platform's API. Rather than assume, Kintsugi asks you to confirm, and keeps a record of that confirmation.
Q: Will Kintsugi collect tax in states where I am not registered?
A: No. The Registrations item on the checklist is the complete list of where tax will be calculated. To add a jurisdiction, register first.
Q: What happens to invoices created before I enabled tax collection?
A: They are unchanged. Tax applies to future invoices on the connection.
Q: I clicked Enable Tax Collection and did not see a checklist. Why?
A: Your platform may enable tax collection through a different flow, or the feature may not have reached your account yet. Reach out through the chat bubble and we will confirm.
Need Help?
For further concerns, we're always here to help. If you can't find the answer you're looking for, just reach out to us using the chat in the bottom right corner of your screen.