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.

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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.

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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.