Sales Tax 101 Sales Tax Filing TaxJar

How to File a Sales Tax Return Using TaxJar

by Jennifer Dunn

How to file sales tax with TaxJar

We built TaxJar to make it simple for eCommerce sellers to report and file sales tax. Read on for how to use TaxJar to file your sales tax returns.

Step 1: Login to TaxJar

Login to your TaxJar account. If you don’t currently have a TaxJar account, you can sign up for a no-risk 30-day free trial today!

Step 2: Find your State Report

Scroll down your dashboard and find the state where you want to file your sales tax return. Click the “Sales Tax Report” button corresponding to that state.

TaxJar Dashboard 2017
Step 3: Choose Your Filing Period

Your state generally requires you to file monthly, quarterly or annually (and in some rare cases, semi-annually.) In this step, be sure that you are looking at the correct filing period. If the filing period isn’t correct, you can click “change” in the top right-hand corner to change it.

Choose Sales Tax Filing Frequency in TaxJar

At the bottom of the report, if you are not enrolled in AutoFile, you’ll see the “File Manually” link. Click the link and follow the filing instructions you see on the next page.

Unsure whether to use the “Actual Sales Tax Collected” or “Expected Sales Tax Due Tab”? You will usually use the “Actual Sales Tax Collected” tab unless, for some reason, you weren’t collecting sales tax for the entire period. You can read more about the Expected Sales Tax Due report here.

TaxJar State Pages

Step 4: Fill Out Your Sales Tax Return

The next page will contain links to paper (if available) and electronic sales tax returns forms for the state. You’ll also see filing instructions that will walk you through some of the basics of filling out the return forms for the state. We also have step-by-step filing instruction for some states here.

If you have an unusual situation, such as that you weren’t collecting sales tax in the state but still need to file, or started collecting sales tax in the middle of a filing period, read here for more on using TaxJar’s “Expected Sales Tax Due” report to file your sales tax returns.

NOTE: If the state asks you to provide a Gross Sales Total for all states, we show you how to get that total in the Detailed Sales Tax Analysis.

TaxJar Sales Tax Filing Instructions

Step 5: Record Your Payment

When you’ve finished submitting your return, fill out the details under Record Your Payment.

Record a Sales Tax Payment TaxJar

Be sure to check the box to “Mark Period as Closed and Paid in Full.” We talk about why you should do this here.

Then, click the “Record Payment” button to save the details of your payment. You’ll be able to view the record on the Payment History page.

And that’s it! You’re done and can move on to the more rewarding parts of running your business!

Have questions about filing? Check out this article for answers to more of your sales tax filing questions.

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