Articles on: Onboarding

Sidr Tax App Overview and Main Features

Congratulations on signing up for Sidr Tax, the end-to-end US sales tax solution!
The following is an overview/walkthrough of the main pages and functionalities within your account.

Navigation



On the left-hand side, you can access the Navigation Panel. This is where you can select and route to all main functionalities. This article covers all of those functionalities.

Navi Panel

Account Summary



The Summary Page allows you to select either All stores of a single store to break down the amount of state taxes that are collected through Shopify.
If you are waiting for data to populate this process can take up to two hours as Sidr Tax automatically imports your historical transactions for up to 1 year.
Click on the blue report icon to access state sales tax reports.
Click on the green bubble on the bottom right any time to reach our support channels for assistance.

Account Summary

State Sales Tax Report



By selecting the Reports Page you will see an overview of your Sales Tax reports. You can utilize the filters to select the stores, states, periods, and dates for your viewing needs.
Note that there is often a Help Center button at the top of the page. Clicking on this will open a new tab within your browser and take you to a detailed explanation of how to utilize the relevant page.
Review this article to learn more about the state sales tax reports.

Sales Tax Report

Transactions



Navigating to the Transactions page will give you an overview of transactions that will be useful for validating your sales tax reports.

Transactions

Autofile



Navigating to the Autofile Page gives you the configuration page where you can Add Nexus states for Sidr Tax to file for you, receive the form and provide your signature for the Power of Attorney form, as well as adding your payment method for your Sales permit registration and tax remittances.

Note that you are in charge of which states you would like Sidr Tax to autofile for you, if there are states that have reached economic nexus however you do not need for Sidr Tax to do the auto filing you simply can opt out from registering that specific state.

Learn more about the Autofile feature from this article.
Learn more about how to setup Autofile from this article.
Learn more about the filing history from this article.

Autofile

Nexus Dashboard



Moving onto the Nexus Dashboard Page will give you a visual overview of which states in which you have reached economic nexus and will be required to pay state taxes for. You can also see state-specific status and requirements underneath.

States with economic nexus: States that have reached economic nexus or physical Nexus.
States approaching Economic Nexus: States that are at 75% of the economic nexus threshold.
States without economic nexus: Those that have not quite reached that threshold and are under 75% of the threshold.

Review this article to learn more about the Economic Nexus Dashboard.

Nexus Dashboard

Registrations



The following page will be the Registrations Page where you can enter your registration information and apply for new permits for each state. There is another section here where you can enter your payment information.
Once you update the Registration Information, Sidr Tax can register for nexus states on your behalf.
Do note the payment method you provide is used by both registrations and autofiles.
Learn more about how to setup registration from this article.

Registrations

Sales Tax Analytics Dashboard



The Sales Tax Analytics Dashboard is a visual overview of the taxes related analytics.

Analytics Dashboard

Subscriptions



The Subscriptions Page is where you will view and select your plan dependent on the stage of your business and the amount of transactions you need to file per month you are free to adjust your plan as needed here.
You are also able to select the tabs at the top to review your store connections if you have a multi store configuration as well as your Billing history.
Learn more about the Sidr Tax pricing subscription plans from this article.

Subscriptions

Congrats!



You have finished the Sidr Tax overview and you are ready to start! If you have any questions, chat with us in the app at any time, and we are happy to assist you!

Updated on: 06/04/2024

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