How Do Auto-register and Auto-file Work on the Numeral Dashboard?
Let Numeral put your registrations and filings on autopilot! You can turn either feature on or off at any time.
Autoregister
Auto-register ensures that Numeral will start the registration process as you approach economic nexus in a state you are not currently filing in. No action is needed from you.
To turn Auto-register on, log in to your Numeral dashboard, go to the Jurisdictions tab, and toggle Auto-register on (it’s located in the page’s top right-hand corner).
If you do not turn on Auto-register, Numeral will send you an email when you’re approaching nexus, to prompt you to start the registration process on your Numeral dashboard.
Numeral will also turn on tax collection in your Shopify store once the registration is complete. Please ensure that Numeral always has collaborator access to your Shopify store.
Please note: toggling Auto-register 'ON' after a state has already crossed the nexus threshold will not initiate a registration for said state. You'll still have to request that manually. Any future states that do cross the threshold, however, will have a registration request placed automatically.
Autofile
Auto-file allows your filings to be completed faster. Your filings will skip the approval process and go straight to the appropriate states.
Turn this on by logging in to your Numeral dashboard; then go to Filings > Approvals, and toggle Auto-file on (it’s above the filings on the left-hand side of the page).
If you do not turn on Auto-file, you’ll have more time to review your filings before we file for that period. Numeral will still approve your filings on the automatic approval dates[link to filing calendar]. Not having Auto-file 'ON' will not stop your current filings from being filed. This is to ensure that a filing does not become delinquent and to avoid penalties and interest. Please reject your filings and contact us to cancel the filing for the current period if you do not want Numeral to file at all.
If you have any questions, send us a message from within your Numeral dashboard. Click on the widget on the bottom right-hand side of your screen, and select Contact Support > My Company Is Already Filing with Numeral. Our team will be happy to assist!