Articles on: State Registrations

Next steps after Sidr Tax applied for your Sales Tax Permits

Registration Status

On your registration page, if you see your state status turning green and showing either "Applied" or "Completed", it means that Sidr Tax has submitted applications for your Sales Tax Permits. Depending on which state that is, there are different steps to take to finish the registrations.

Next Steps Guides

Sidr Tax creates the sales tax account for you. However, many states require that you have your own login and we access your account as a third-party. If a state has this requirement, you will see it in the Next Step article.

If you see the Next Steps button becomes clickable, please click on it and visit the state specific next-step guide. It contains information such as creating online login to access your account.

Registration Details and State Logins

Click on the "Details" button, and you will be able to see relevant information for this particular state.
If you see username and password in the details section, it means that a login has been created for you. If you don't see username and password in the details section, you will need to create your own state login.
Please follow our state-specific next-step guides to access your account online.

Please note that you won't be able to modify the account info on the registration page. If you are trying to provide us your account info for Autofile, please checkout our Autofile setup guide.

Collect Sales Tax

If your Sales Tax ID field is empty in the state details, it means that the state DOR didn't provide that to Sidr Tax right away. Don't worry, you will still get the ID! For some states, you will see it after creating an account, for some other states, you will get it in the mail. It can take 2-4 weeks for the mail to arrive, please be patient and monitor your business mailbox. Once you receive the sales tax ID, you can follow the steps above to collect sales tax.

If you have received your Sales Tax ID, you can now legally start charging tax. Please add this ID to your Shopify tax configuration. Here is an article from Shopify about how to set it up, or follow the steps below.

From the Shopify admin, go to Settings > *Taxes and duties**.
In the Manage sales tax collection section, click your country or region.
Click Collect sales tax.
In Tax number, enter your tax number. If you have applied for a tax number, but don't have one yet, then leave this field blank. You can update it when you receive your number.
Click Collect tax.
Optional: To add more regions and account numbers, click Collect sales tax.

Registration Files

You can access registration-related files by clicking on the "Get Files" button.

Sales Tax Autofile

Once you have your sales tax ID and state account ready, you can choose to enroll in our Autofile service, so you don't need to worry about sales tax filing ever again.

Learn more about the Autofile feature here.
Learn more about state-specific Autofile requirements here.

Updated on: 06/10/2024

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