Enabling Filing in TaxCloud

If you would like TaxCloud to file on your behalf in a non-SST state, there are a few steps that you'll need to take.

First, you'll need to enable filing & calculation within your TaxCloud account. Next, you'll need to submit your request to TaxCloud Customer Support to alert our filing team of your filing frequency and access to filing portal for each state.


Step 1 - Enable filings in the TaxCloud Dashboard

  1. Select ‘Request Filing Taxes’ from the kebab button of the list view of the Thresholds management page component on the home page, or click into the State Details and select the Enable Tax Filing button. Both of these will trigger the Enable Tax Filing Services modal.
Request Filing Taxes button on the Thresholds list view
Enable Tax Filing button on the Thresholds list view

Step 2: Submit your request to the TaxCloud Support team.

  1. Select ‘Add Tax Filing’ to trigger the email client.

    To review the steps and requirements for submitting your filing request, see here.

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