
:::info
## __[Register for an Onboarding Webinar here](https://yfhf13qvonn.typeform.com/to/pOteuiHX)__

:::

### What is TaxCloud’s Onboarding Webinar? 

TaxCloud holds free periodic onboarding webinars that enable new TaxCloud users to learn from our Onboarding Specialists the steps to easily, quickly, and accurately set up your TaxCloud account with integrations to your online store or data platform, and how to navigate the dashboard.

### Who should attend this webinar?

The webinar is great for merchants who have just self-signed up with one of our plans **or even the free trial.** Everyone is welcome, it’s the best way to quickly ensure you know what to do to get yourself up and running with TaxCloud.


:::info
*Please note: there are 2 different webinars, make sure you attend the one that’s right for you, see below.*

:::

### Which webinar should I attend?

TaxCloud has 2 different webinars, based on the type of integration you’re using to integrate your data with TaxCloud. Below is a list of the integration types, Basic & Premium, locate the platform you’re using and attend the corresponding webinar.

| Option 1 | Option 2 |
|----|----|
| **Basic Integrations** - These are compatible with customers on **TaxCloud’s Starter Plan or Free Plan** | **Premium Integrations** - These integrations are only available with **TaxCloud’s Premium Plan.** They **access TaxCloud’s API and enable real time calculation and/or data importing.** |
| • Shopify \n• Square (Squareup) \n• Stripe \n• Manually upload CSV file | • BigCommerce \n• WooCommerce \n• Odoo \n• Magento / Adobe Commerce |

### When is the next Webinar?

Webinars are held weekly, alternating between Basic & Premium integrations, so your integration type will have webinars every other week.


:::info
## __[Register for an Onboarding Webinar here](https://yfhf13qvonn.typeform.com/to/pOteuiHX)__

:::

| Option 1 | Option 2 |
|----|----|
| **Basic Integrations** - These are compatible with customers on **TaxCloud’s Starter Plan or Free Plan**, and use **integrations listed in option 1 above**. | **Premium Integrations** - These integrations are only **available with TaxCloud’s Premium Plan**. They access TaxCloud’s API and enable real time calculation and/or data importing. |
| Oct 30, 2025, 01:30 PM CT \nNov 13, 2025, 01:30 PM CT \nDec 11, 2025, 01:30 PM CT \nJan 08, 2026, 01:30 PM CT \nJan 22, 2026, 01:30 PM CT \nFeb 05, 2026, 01:30 PM CT \nFeb 19, 2026, 01:30 PM CT \nMar 05, 2026, 01:30 PM CT \nMar 19, 2026, 01:30 PM CT \nApr 02, 2026, 01:30 PM CT \nApr 16, 2026, 01:30 PM CT \nApr 30, 2026, 01:30 PM CT \nMay 14, 2026, 01:30 PM CT \nMay 28, 2026, 01:30 PM CT \nJun 11, 2026, 01:30 PM CT | Dec 04, 2025, 01:30 PM CT \nDec 18, 2025, 01:30 PM CT \nJan 01, 2026, 01:30 PM CT \nJan 15, 2026, 01:30 PM CT \nJan 29, 2026, 01:30 PM CT \nFeb 12, 2026, 01:30 PM CT \nFeb 26, 2026, 01:30 PM CT \nMar 12, 2026, 01:30 PM CT \nMar 26, 2026, 01:30 PM CT \nApr 09, 2026, 01:30 PM CT \nApr 23, 2026, 01:30 PM CT \nMay 07, 2026, 01:30 PM CT \nMay 21, 2026, 01:30 PM CT \nJun 04, 2026, 01:30 PM CT |

## Is there anything I should do before attending the webinar?

**Yes!** Below are some quick 1-2 min videos from our Onboarding team that walk you through the initial account set up. **Watch these videos and complete the action items** in each that apply to you. This will help you make the most out of the webinar time.

|    |    |    |
|:---|:---|:---|
|    | **Mini Videos for Setup** | **Complete tasks from each mini video** |
| 1 | [Register](https://www.loom.com/share/fac9c54fdaf149e58aed60fdef9835e1?sid=b8f84432-4486-4aaf-8fa7-f65f0379815d) | Register your TaxCloud account. (skip if already logged into TaxCloud) |
| 2 | [About My Business](https://www.loom.com/share/fbcb28225e0a4f6aa7e8805a0e7229c6?sid=b32298fb-8ab0-44d2-980e-3bd949077929) | Enter your location and tell us more about your sales tax needs. |
| 3 | [Account Details](https://www.loom.com/share/4897b3711f4c463bb30de6d41f232e37?sid=1d7eadb7-7190-47c6-ad0f-d288dffacc5f) | Enter your legal name, EIN, and state incorporated. |
| 4 | [Integration Setup](https://www.loom.com/share/b03d019891ec46b3a475c66515bf15ac?sid=deac7187-e60d-429a-9a91-1d30540b5b4f)\* | Create an integration to obtain API credentials and connect to TaxCloud. (see guides below) |
| 5 | [Enable States](https://support.taxcloud.com/) | Turn on tax collection in states where you have economic nexus. |
| 6 | [Payment Method](https://www.loom.com/share/c8835992dcd74bcbb9ebdbf8fb581a57?sid=82ab4e92-df56-459c-aa31-dfd3bab64424) | Enter a payment method. |
| 7 | [Select Your Service Plan](https://www.loom.com/share/230337fd379b4ca4b8b6edaade4925b4?sid=787312b1-72ff-41ee-9ff6-ebfc75801669) | Select your subscription plan. |

### Integration Guides

\*Select your integration type below for a set up guide to **connect that specific integration during video #4 Integration Setup.**

|    |    |
|:---|:---|
| Basic Integrations Guides |    |
| • [Shopify](https://support.taxcloud.com/) |    |


:::info
IMPORTANT- If you have a **BigCommerce integration**, please note that you will have to download the TaxCloud app in BigCommerce in order to create your account. Please do not create your account by navigating to TaxCloud.com, as your APIs will not be connected to an account created this way.

:::

| **Premium Integrations Guides** |    |
|:---|:---|
| • [BigCommerce](https://www.loom.com/share/d8bf0e2a44b2405dbe96a03f48a89ea2?sid=25da3940-1561-4524-aca4-1e4dd8e36926) | • [Odoo v 17](https://support.taxcloud.com/) |
| • [WooCommerce](https://support.taxcloud.com/) | • [Magento / Adobe Commerce](https://support.taxcloud.com/) |
| • [Miva](https://app.brainfi.sh/doc/miva-QnBaWPgj54) | • [Quickbooks Online Realtime Calculations](https://support.taxcloud.com/) |

## I've tried setting up my account & attended the webinar, but I need more 1-on-1 onboarding assistance.

For merchants with complex integrations, or simply require 1-on-1 guidance, TaxCloud offers a paid onboarding program with a dedicated onboarding specialist. To review pricing and secure a slot with our dedicated onboarding team, contact our sales team here to get you started.

### Already using TaxCloud?

If you are currently on your 30-day free trial or already using TaxCloud and have any questions, reach out to us at [service@taxcloud.net](/doc/servicetaxcloudnet-OKjkTEoqlP) or click the button below.

**[Contact Support](https://support.taxcloud.com/article/182-taxcloud-onboarding-webinars#)**

### New to TaxCloud?

If you’re new to TaxCloud, contact our Sales team to get answers to all your questions. We’ll help you determine if TaxCloud is the right fit for your needs.

**[Talk to Sales](https://taxcloud.com/talk-to-sales/)**

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

How to Take Your Integration Live

Preparing For Onboarding

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

I have a new EIN. How does that impact my TaxCloud account?

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.

Verify Your TaxCloud Account is Complete for Calculations

Video: How to complete your TaxCloud Business Profile

How do I reset my Password?

How to Enable & Disable Tax Collection in a State

How to Update My New Business Address With The States?

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?

How do I find my Merchant Number?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

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

What are Home Rule States?

What is a multi-state id or sstid?

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

Understanding the Minnesota Delivery Fee

General

What is an Exemption Certificate?

How to Upload Exemption Certificates in Bulk

How to Add an Exemption Certificate to TaxCloud

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

How to Upload Transactions via CSV

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

Managing Your Tax Thresholds

South Dakota - Sales & Use Tax Return Paper Form

Does TaxCloud File in Louisiana?

Filing: State-Specific Workflows

Enabling Filing in TaxCloud (via Thresholds Page)

How can TaxCloud assist with Filing?

How do I confirm my filings have been submitted in SST / Streamline member states?

How do I know if TaxCloud is filing for me in a state?

I just got a filing frequency change notice, what should I do?

Understanding TaxCloud's Filing Costs & Filing Subscription

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.

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

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

How does New York handle sales tax on apparel under \$110?

How does TaxCloud round sales tax?

Is the plus 4 zip code extension (9 digit zip) required to calculate sales tax?

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