How to Mark Jurisdictions as Collecting Sales Tax

When Kintsugi detects that you're not collecting sales tax in jurisdictions where you're registered, you'll see a notification on your Dashboard. This prompt helps ensure you're meeting your sales tax obligations accurately.

Understanding the Notification

This reminder appears for states where you're currently registered but haven't indicated that you're collecting sales tax. If you're already collecting tax in these states, you can simply mark them as "Collecting" to keep your records up to date.

Important: If you're using the Shopify integration and you've already set up tax collection in Shopify, this notification is just a reminder to confirm your collection status in Kintsugi. No changes to your actual registration or filing processes are required.

Step-by-Step Instructions

1. Access Pending Tasks on Your Dashboard

• Navigate to your Dashboard.

• In the Pending Tasks section, you'll find a notification indicating the number of jurisdictions requiring attention.

• Click on the Review button next to this notification.

2. Review the List of Jurisdictions Requiring Action

• Clicking Review will direct you to the Data Sources Page.
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• On this page, you'll see your active integrations and the "Mark as Collecting" button.

3. Mark as Collecting: View Details

• Click the Mark as Collecting button, and you will see a pop-up with the list of jurisdictions you can "Mark as Collecting."
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• Click the checkbox(es) next to the relevant jurisdiction(s) you want to "Mark as Collecting," then click the checkbox below it to confirm the action.

• Then press the "Confirm" button to save the changes.

A pop-up message will confirm the successful action.

4 . Verify Changes

To ensure that you have successfully updated a certain jurisdiction, check Data Sources -> active registrations. You'll notice that the "Mark as Collecting" button disappears on the card. And if you click the document icon, you'll see the "View Details" page, and the status for that jurisdiction now shows "Collecting."

That's it! You've successfully updated your sales tax collection settings for the necessary jurisdiction(s). Keeping your settings up to date helps you stay compliant and manage your taxes effortlessly.

What This Means for Your Account

Marking a jurisdiction as "Collecting" tells Kintsugi that you're actively collecting sales tax in that state. This helps keep your compliance dashboard accurate and prevents unnecessary reminders.

If you're already registered and collecting tax in a state, marking it as "Collecting" simply updates your status in Kintsugi without affecting your actual tax collection setup.

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