How to set up a Location and State

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 Integrations Tab

• Start by logging into your TaxCloud account.
• Ensure you have completed the "Integrations" step in your account setup checklist.

Step 2: Navigate to the Location Tab

• Once the "Integrations" tab is completed, the "Locations" tab will automatically expand. Click on the "Locations" tab underneath the 'Settings' dropdown to proceed.

Step 3: Add Location Details

• In the "Locations" 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 Locations Tab

• Congratulations! You have successfully added your primary business location.
• This action designates your home base for tax purposes.

Step 7: Verify Tax Collection Status

• Check the "Thresholds" tab to ensure that your primary location, represented by the state (e.g., Connecticut), is present and the status says 'Collecting' in green.
• 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.