---
title: "How to Set Up and Manage Locations"
description: "Setting up and managing your business locations is crucial for accurate tax calculations and collections. This article covers how to add a primary location and how to view and edit your saved locations in your TaxCloud account."
canonical_url: "https://support.taxcloud.com/articles/how-to-set-up-a-location-and-state-0WpiODyFaj"
md_url: "https://support.taxcloud.com/articles/how-to-set-up-a-location-and-state-0WpiODyFaj.md"
---
# How to Set Up and Manage Locations

**Setting up and managing your business locations is crucial for accurate tax calculations and collections. This article covers how to add a primary location and how to view and edit your saved locations in your TaxCloud account.**

## Part 1: Set Up a Primary Location

### 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 Locations 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.
    * Use **Sales Agent** with their address to indicate remote employees who trigger a physical nexus.
    * Use **Standard** for any other locations or physical presence.
  * **Address:** Enter the complete address of your primary business location.


:::info
*Note: no mail will be sent to locations type **Sales Agent** or **Standard**. These are only used to signify physical presence in that state.*

:::

### 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

* 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.


---

## Part 2: View and Edit Existing Locations

Once your locations are set up, you can view and maintain them to keep your information accurate.

### How to View Your Saved Locations


1. Click on the **Account** dropdown in the left-hand navigation menu.
2. Select **Locations** from the dropdown list.
3. The **Locations** page will display all your saved addresses, such as your **Primary** and **Standard** locations.

### How to Edit an Existing Location


1. On the **Locations** page, locate the address you want to update.
2. Click the **pencil** icon next to the location details.
3. An **Edit Location** window will appear, allowing you to update the address fields.
4. After making your changes, click **Save** to apply them.
5. To discard any changes, click **Cancel** instead of **Save**.

Keeping your locations up to date helps ensure accurate tax calculations and ongoing compliance.