## Introduction

This guide will walk you through the process of viewing and managing your tax thresholds for different states. You will learn how to access and navigate the Thresholds dashboard, filter and review state listings, view detailed threshold information for each state, and understand the various statuses and options available, including tax collection and filing services.

## Using the Thresholds Dashboard

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1. From the Home page, locate and click on the **Thresholds** tab in the left-hand navigation menu.
2. You will be taken to the **Thresholds** page, where you can see a list of all locations (states). For each location, you can view:
   * **Location** – The state or jurisdiction being tracked.
   * **Tax Collection** status – Indicates whether you are currently collecting tax in that state.
   * **Threshold / Threshold Status** – Shows your sales and/or order progress toward the state's economic nexus limit and whether you are approaching or have reached exposure.
   * **Current Progress** for sales and orders, including progress bars showing how close you are to meeting the economic nexus threshold.
3. Thresholds are recalculated daily at **1:00 AM CST**.
4. At the top of the page, the **Action Needed** section highlights states where you have tax exposure or are approaching it.
5. Below the **Action Needed** section, you can view a list of all locations and their current threshold status (for example, **Collecting**, **Tax Exposed**, **Not Collecting**).
6. You can filter this list by **SST Filter**, **Filing Type**, and **Collecting Status** using the dropdown menus.
7. By default, the list may be filtered. You can use the **Show My States Only** checkbox/switch to toggle between viewing all states and only those you are actively tracking or collecting in.
8. To browse through all the states, use the pagination controls at the bottom of the page.
9. For any state, you can click the three-dot menu on the right side of the row to access options such as **View Details,** **Edit State License, or Request Filing Taxes**.

## Viewing State Threshold Details

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/6e90142f-82fb-4577-a139-3b71a3cff7d6/1030fbc1-1947-44ba-8e92-8c3dbcfaeaa0/Screenshot%202026-03-23%20at%204.22.51%E2%80%AFPM.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3XCXPBICQ%2F20260408%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260408T134258Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEDYaCXVzLWVhc3QtMiJIMEYCIQC430%2FYOOBsXTr4k5CrkMvs9hl3DNoI%2BNhn%2Fcnr4%2FXwqwIhAKcM8ANb298or5jwIeQTd0qggKbYqs6OjVpdganXWfkaKuYFCP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMMzA4MTI1OTc1Mjg3Igwx5wCNZ%2B51Afa6bPkqugWqOH5swtb%2Fcn1NOUC6Q4GvIOLVK%2Fs2YfaCoxuDd0AhQE5FT%2FRVnxHjaC9LntHjBNS3ahxbqFzPAL9Edbt5Y0xYEVGJsWOl9hsiTV15zOAU4oWg23yfSAMbPKo4nsVePMPWemqjphEwlbi20xhWgAPh%2FAiLuTQDwPDeeu6VXAYLZy0N4V4y590cAvrokdipT0SYm93Hr7OSQ2Fpq48iwAJCL0xUj5oG8B%2BByu6uTIgA26kuzGGGg1Q2UFiiZ6OPAYF53QDMjq4ZyeDem2CWlf6lHDeiyDsadlbXsYyWSOZJnM8yBgi3lgc9b8lP5q86GRKkLXmT0YV3s8LDorY9lDF47Z9jNSM%2BQzjege2ObLODRbw%2F1Haer6dcjHwtHaXTpd0Vcbd4r0UhBnFVgaZ6xeQFd87nvPrcCLwtZZMD0qObFyypoZGN5Hb3J%2BijVVN7ecBe%2B4HUVYZatWY%2FZvtB6hn%2FRZGpFiyMLstcBxkPUUwQQhsKYB%2BDCQ80EAhzGIyAxSCZSzgnLPeYBS%2Bv5MSIk6iXiZNvxI%2B3wWbT4UcycSAlQYdxAOthEHafRvpCyrEnYZ17mYe6VD6vUhY6T3WnwPkml1TAP%2B9NqCc3%2BtWgPXQpAS76SFnsdWmbdfye%2B9sqh9iHPHYt2bncNhfbc%2F12vc%2FWya5kBWQUtkOM6k20yb8QM5s5td6KH5yARqOSzgK56APx6Y14jKvD0MbPRPCAduX%2Ffb1VYX6ZT1o17OXxppLLlGiYvfnagtKRa83Jw5iB6EFd3k16Lyi3k5x38N%2BNU2J2SwWUlM7v4uiDRuXDDhJggWpdRWsYhAyc9IXzd1CLplWTgJ6d4UhJyQy7R%2B7HAugu3AjN%2BWLaSoabLgJeTY0LL2mmdJqDGhBQlkOy3kq3sUbm3DY%2F24nL9hV4%2BBou6FoskVThR3p5qjxXejDDtdnOBjqPAQZ8fbOpXJX3Ww96NphbW3Dl6BnZgte9yeeKWFdufJTtQV7OWAi9pfVqUNKCqYu3xrVzpzR4pife4b%2FgiWMD9pfUVj6OnFA%2BxfWLJ3keJTiZZ%2F%2FAzOzjKirhlJaWLGYrxlDz2qS4PeTvVtmUdFslntzDBn5Vw0SLnE0Ge35bjo5tZNYDKJPEwF5UDeL%2FBjGO&X-Amz-Signature=e3541b9615e05eb89527890f1e3b59e638a133875a85ccde428e5e8a637be612&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =1270x810")


 9. To view more details for a specific state, click on that state's row in the list (or select **View Details** from the three-dot menu). This will open the **Threshold Details** page for that location.
10. On the **Threshold Details** page, you can review several key sections:
    * **Threshold Info**: A breakdown of the calculation period (for example, previous or current calendar year), along with detailed progress bars for **Sales** and **Orders** for the prior and current year.
    * **State Info**: Details such as Threshold Type, nexus type (for example, Physical, Economic), and Tax Collection status.
    * **Tax Collection**: Indicates whether you are currently collecting tax in that state and provides a history of collection status changes. To see a full history of changes to tax collection, click the **Show All** button in the **Collection Status** section.
    * **Tax Filing**: Shows the current status of tax filing, including filing responsibility and frequency, and allows you to enable or manage filing services.

## Enabling Tax Filing Services


11. To enable automated tax filing for a state where tax collection is already active:

    
    1. On the **Threshold Details** page for that state, scroll down to the **Tax Filing** section.
    2. Click the **Enable Tax Filing** button.
    3. Review the dialog that appears with details about features, pricing, and next steps for the tax filing service.
    4. Click **Add Tax Filing** to activate automated filing for that jurisdiction.

## Editing State License Information


12. If you need to update your license information for a state, click the **Edit State** icon in the top-right corner of the **Threshold Details** page, or select **Edit State License** from the three-dot menu on the **Thresholds** page.
13. This will take you to the **State License Registration** page where you can update the necessary information and save your changes.

## Summary

The Thresholds dashboard is your central hub for overseeing and managing your sales tax compliance across different states. From this page, you can:

* Filter and review your locations.
* See, at a glance, your collection status and progress toward each state’s economic nexus threshold.
* Enable/disable threshold monitoring for specific states using **Manage Thresholds**.
* Drill down into specific states to see detailed threshold and nexus information.
* Update license details.
* Enable related services such as tax collection and automated filing.

By regularly monitoring this page, you can stay ahead of economic nexus thresholds and maintain compliance with state tax requirements.

Managing Your Tax Thresholds

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Enabling Filing in TaxCloud (via Thresholds Page)

How can TaxCloud assist with Filing?

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Understanding TaxCloud's Filing Costs & Filing Subscription

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How to Request TaxCloud to Begin Filing Sales Tax Returns

How to Stop Filings with TaxCloud

Filing: Managing Filing in TaxCloud

Does TaxCloud file Withholding Tax?

Understanding Your Tax Reporting Page

What are TaxCloud Filing Fees?

What does it cost for TaxCloud to file for me in non-SST states?

Filing: General

Filing and Compliance

What is TaxCloud's Premium Trial?

How to Take Your Integration Live

Preparing For Onboarding

TaxCloud Onboarding Webinars

How to Set Up and Manage Locations

Getting Started

How Payment Methods Are Used For Billing and Tax Funding

How can I get a copy of my TaxCloud invoice receipt?

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Billing and Payments

How to create a TaxCloud account?

Account Setup

TaxCloud Account Lockout Policy

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How to Close Your TaxCloud Account and Cancel Subscription

How to Use Multi-Account Login

How to add/remove a contact from your TaxCloud account.

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Video: How to complete your TaxCloud Business Profile

How do I reset my Password?

How to Enable & Disable Tax Collection in a State

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Best Practices for your TaxCloud Account

Account Management

Account and Billing

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

Understanding the difference between TaxCloud Starter and Premium Plans

Plans and Pricing

TaxCloud System Status

Where to Find Your API Key & Login ID

What are API calls and what do they do?

TaxCloud's APIs

Understanding Nexus Threshold Calculations

How do I confirm a rate with TaxCloud?

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What Services Does TaxCloud Provide?

What happens if I go over my allotment of orders?

What is a voluntary seller?

What is an order in TaxCloud?

Can TaxCloud help with my State Income Taxes?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

How to Speak to a member of each state's DOR

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Understanding the Minnesota Delivery Fee

General

What is an Exemption Certificate?

How to Upload Exemption Certificates in Bulk

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Exemptions and Certificates

How to contact TaxCloud?

TaxCloud Audit Support Overview

Support and Resources

Michigan - Business Taxes Registration Summary of Changes

Rhode Island - Failure to Renew

Colorado SUTS Filing Reminder Notices

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Florida - Credit Memo

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

Arkansas - Excise, Waste Tire or Withholding Wage Tax

Louisiana State Sales Tax Rate Update

Does TaxCloud Handle Sales Tax License Renewals?

How to register in a new state and obtain my Sales Tax License

Indiana - Notice of Proposed Assessment

Nebraska - Enforcement of Lien Notice

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Tennessee - Notice of Overpayment

When To Forward a State Notice to Taxcloud

Wyoming - License Certificate

Connecticut - Delinquency Notice

California - CDTFA Statement of Account

State Notices and Licenses

Navigating Your Tax Dashboard

Understanding the Dashboard in Your <PERSON> Account

Navigating the TaxCloud Portal

Uploading Historical and Marketplace Transactions via CSV

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

What is TaxCloud's policy regarding Transaction import timing?

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

Uploading Transactions via CSV

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Transactions: Import and Export

Can I edit a transaction?

How to Locate a Transaction URL in TaxCloud

Managing your transactions

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

How to manually return a transaction in TaxCloud?

Setting the Transaction Shipping Destination

How to Manually Add a Transaction

How to View and Share Transaction Details

Transactions: Overview

Using the Download Center for Reports

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Reporting

Transactions and Reporting

Is shipping taxable?

Managing Product TIC Mapping with Product Catalog

Sales Tax Holidays & Product Codes (TICs)

TaxCloud Taxability Information Codes (TIC)

Taxability and TICs

Calculating sales tax on Digital Goods

Calculating sales tax on P.O. Boxes

Does TaxCloud Calculate Sales Tax for International Orders?

Guidelines on When TaxCloud May Cover Penalties and Interest (P&I) for Sales Tax Fiilings

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Understanding the difference between sales tax and use tax

What is Sales Tax Sourcing?

What is Streamlined Sales Tax (SST) and do they cover TaxCloud services?

How do I know if I've reached Economic Nexus in a state?

What is Nexus?

What is Washington B&O Tax?

Tax Concepts

Building a custom API connection with TaxCloud

Building a direct API integration with TaxCloud

Reviewing and Submitting an Exemption Certificate

How to Add and Manage Integrations in TaxCloud

Video: How to add or disable an integration

General Integrations

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Managing Exempt Customers in TaxCloud for QuickBooks Online

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error