How to set up a Location and State

This video explains how to configure your location(s) and state(s).

Setting up your primary business location is crucial for accurate tax calculations and collections. Follow these steps to add a primary location to your TaxCloud account:

Step 1: Log In and Complete Store Tab

  • Start by logging into your TaxCloud account.
  • Ensure you have completed the "Store" tab in your account setup.

Step 2: Navigate to the Location Tab

  • Once the "Store" tab is completed, the "Location" tab will automatically expand. Click on the "Location" tab to proceed.

Step 3: Add Location Details

  • In the "Location" tab, you'll see fields to input your location details.
    • Location Name: Provide a name for your main business location.
    • Location Type: Select "Primary" and "Mailing" to designate this location as your main business address.
    • Address: Enter the complete address of your primary business location.

Step 4: Address Verification

  • After entering the address, TaxCloud will perform a verification check and may suggest corrections.
  • Review the suggestions and confirm whether the provided information is accurate.
  • If necessary, TaxCloud will automatically fill in additional details like the plus-four zip code.

Step 5: Confirm and Save

  • Once you've reviewed and confirmed the address details, select "Yes" to proceed.
  • Click on the "Add" button to save the primary location information.

Step 6: Complete the Location Tab

  • Congratulations! You have successfully added your primary business location.
  • This action also completes the "State" tab, as it designates your home base for tax purposes.

Step 7: Verify Tax Collection Status

  • Check the "State" tab to ensure that your primary location, represented by the state (e.g., Connecticut), is highlighted in blue.
  • A blue highlight indicates that tax collection or tax calculation is turned on for that state.

You have now successfully set up the primary location for your business in TaxCloud.

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