Whether you’ve never filed a Texas sales tax return before, or are looking for a quicker way to take care of this obligation, TaxJar has you covered.
This step-by-step video will walk you through logging in at the Texas Comptroller’s website, getting started, and using your Texas state report from TaxJar to quickly and easily finish your Texas sales tax filing before your deadline.
What You’ll Need
2) Your Texas Comptroller Username
3) Your Texas Comptroller Password
4) Your bank account number & routing number or your credit card number
How to File your Texas Sales Tax Return
1) Login to TaxJar – If you don’t have a TaxJar account, don’t worry. You can sign up for TaxJar today and we’ll import your transactions from the platforms and shopping carts you sell on (including Amazon, Walmart, eBay, PayPal, Square, Shopify, and many more). No more compiling clunky sales tax reports from multiple shopping carts and trying to compile them by hand before filling out your Texas return.
2) Open your TaxJar Texas Sales Tax Report.
3) Decide whether to use your Actual Sales Tax Collected Report or Expected Sales Tax Due report. (Note: In most cases, we recommend using the numbers from your “Actual Sales Tax Collected Report,” but you may want to use your “Expected Sales Tax Due Report” if you were not collecting sales tax and need to report sales tax you should have collected. Read more about Expected and Actual sales tax reports here.)
4) Login at TxComptroller eSystems with your username and password. Then click “Webfile/Pay Taxes and Fees” at the top right of the next screen.
5) Choose your account – The next screen will take you to a list of your taxpayer accounts. Unless your business is complex, you will likely only have one account. Choose the account for which you wish to file sales tax.
6) Choose the return you want to file – In most cases, you will choose “File Original Return.” Choose “File amended return” if you are making changes to a past return, or choose “Make a payment only” if you have already filed your return and just need to make a payment. Click “Continue” after you’ve made your choice.
7) Select the filing period – This screen allows you to select the filing period for which you with to file. In most cases, you will choose the most recent closed filing period. (Be sure to not choose a period that has not yet closed. You’ll file that later.) Click continue.
8) Choose any credits you wish to take – This next page will ask you if you are eligible for any filing credits. This is uncommon, and will be specific to your business. If you are unsure whether you can take credits, we recommend speaking with a vetted sales tax expert.
9) Choose your location – Most sellers will only have one location on this page. However, if you have multiple Texas locations then take note that you are required to fill out your sales tax filing information for each individual location.
10) Enter your overall sales data – Once you have chosen your location, on that same screen you’ll be required to enter your Total Sales, Taxable Sales and Taxable Purchases. You can find this information on your TaxJar Texas state report.
- Total sales = Gross sales on your TaxJar report
- Taxable sales = Sales subject to state tax on your TaxJar report
- Taxable purchases = this number won’t be found in TaxJar. Enter an amount here if you did not pay sales tax on an item, but ended up using it in such a way that you should have paid sales tax. (Example: You bought a piece of furniture tax free because you intended to resell it, but then decided to keep the piece of furniture and use it for your home instead, making it taxable. This is where you pay the sales tax you owe on that piece of furniture.)
Note that Texas’s online sales tax filing form requires that you enter whole dollar amounts, so you may have to round these numbers up or down.
11) Enter your local sales tax collected – Texas requires that you break your sales down by city, county and other local jurisdiction. This is where sales tax gets complicated. Fortunately, you can find this information broken down for you on your TaxJar Texas state report!
You’ll see a list of jurisdictions to which you’ve previously made sales in your Texas sales tax filing.
Simply enter the information from your TaxJar Texas state report under “Taxed Sales” (if you are using your “Actual Sales Tax Collected” tab) or “Expected Taxable Sales” (if you are using your “Expected Sales Tax Due” tab) to your Texas sales tax filing. Depending on your sales volume and the number of cities, counties and special taxing districts where you made sales, this could take quite some time.
Texas also requires that you round these numbers to the nearest whole dollar amount, but TaxJar provides these numbers already rounded for you.
12) Add new jurisdictions (if applicable) – You may notice that some jurisdictions listed on your TaxJar Texas state report are not present in your Texas sales tax filing form. If that’s the case, you simply need to click “Add Jurisdiction” at the on your Texas sales tax filing.
You’ll need to look up each jurisdiction up by code, but this number is provided on your TaxJar Texas sales tax report to make this simple. Don’t be surprised if you need to add 10, 20 or even 30 new jurisdictions when you file your Texas sales tax return.
Once you have added all of your new jurisdictions, enter your sales data and then continue with your Texas sales tax filing.
13) Continue – Once you have entered all of your local sales tax data on your Texas sales tax filing, click “Continue.” This will take you to a summary of your Texas sales tax return.
Take note here that if you filed your return on time, you’ll be eligible for a timely filing discount. Some states allow you to keep a small portion of the sales tax you collected as a reward for filing on time.
14) Review your sales tax filing – Double check that you have entered your numbers correctly. If everything looks good, click “Continue.”
15) Make a payment – This next screen will allow you to make a payment. You can choose to pay with a credit card or electronic check, or to file without paying. (Just be sure that you pay your sales tax owed by the due date or you’ll be subject to late fees and interest!)
16) Record your payment in TaxJar – Login to TaxJar and record the payment in your Payment History.
And you’re done with your Texas sales tax return! Would you rather not have to deal with this again? You can sign up for TaxJar AutoFile and we’ll file your Texas sales tax return for you for an additional fee per filing.
Have questions or comments about filing your Texas sales tax return? Start the conversation in the comments, or ask other sellers and sales tax experts over at SalesTaxCommunity.com.