Navigating the Numeral Dashboard: Features, Setup, and Tips

Your Business Profile(s)

Setup

Home

Sales Date Settings (i.e., how your sales are assigned to tax periods)

Jurisdictions

Filings

Connections

Exemption Certificate Management

Settings

Sales – Only relevant to clients who manually upload their sales data

Developers – For clients using our Tax Engine

Autoregister – Enables our team to begin the registration process automatically as soon as nexus is triggered, so you don’t need to manually initiate registrations after onboarding.
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If Autoregister is turned off, Numeral will send you an email when you’re approaching nexus, prompting you to start the registration process from your Numeral dashboard.

Exposed – See states where you’ve triggered physical or economic nexus.

Processing – View registrations that are currently in progress. Contact our team to check status or resolve any issues.

Registered – Review states where you have active registrations, including nexus details on each state’s page and login credentials.

All – Display all jurisdictions, regardless of status.

View Active Registrations and/or Login Credentials:
Navigate to Jurisdictions > Registered and click into individual state pages to view nexus details or view credentials.
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To view account or sales tax ID numbers for states where you are registered:
Go to Jurisdictions > Registered, then open the individual state page. Your account number will be listed under Credentials.
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Initiate or Manage Registrations/Transfers:
Navigate to Jurisdictions > Exposed. You can either click Register on an individual state page or select Manage Registrations in the top-right corner to initiate registrations or transfers for multiple states at once.

Enable or Disable Auto-register
Navigate to the Jurisdictions tab, and toggle Auto-register on or off. You’ll find the toggle in the top-right corner of the page.

Autofile – Allows our team to submit your filings earlier and automatically by skipping client review, so your team doesn’t need to manually approve them.
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If Autofile is off, you’ll have more time to review filings before they’re submitted. Numeral will still approve and file them on time to ensure nothing becomes delinquent.

Current – See all filings being prepared, ready for review, approved, or filed within the last 30 days, including total balances for each category.

All – View all historical filings, prepayments, and tax totals handled by Numeral. Filter by region, jurisdiction, tax type, status, or period.

Access individual filing details, including payment confirmations, copies of returns, totals (tax collected, tax due, penalties, discounts, etc.) by clicking into the filing.
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Export or view sales tax liability data as a CSV for reconciliation or review:

Connect new stores: Select Add Connection in the top-right corner, choose your platform, and follow the workflow.
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Custom integrations: Access information about the Numeral Tax API by selecting Add Connection > View docs under “Want to calculate and collect tax in your custom checkout flow?”
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Shopify Users – Manage Products: View categorized and uncategorized products by navigating to Connections > Manage (under Settings) > Products. Click All Products to see everything, or Uncategorized to see uncategorized items. ⚠️ Important: To ensure accurate tax collection, all products must be categorized. Numeral will review and categorize your products once during onboarding. After that, it’s your responsibility to categorize any new products you add—though our team can assist upon request.
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Shopify Users – Manage Sales Channels: Go to Connections > Manage (under Settings) > Sales channels to manage your sales channels. Be sure to set the correct type for each channel to ensure accurate tax remittance. ⚠️ Important: All sales channels must be categorized correctly to ensure proper tax remittance. If not, you risk remitting tax on wholesale orders or double-remitting tax for marketplace orders in which tax was already collected and remitted.

Update Company Information: Go to Settings > Details under Company and select Edit next to the section you’d like to update (Company information, Company officer, Formation documents, etc.).
⚠️ Important: If you are undergoing an entity or FEIN change, please contact our team before making any changes. Additional requirements may apply. See our article on EIN and Business Entity Changes for details.
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Update Bank Account for Tax Remittance: Go to Settings > Bank Account under Company and select Edit next to Bank account.
⚠️ Important: If you’re updating your bank account, please review our guide on Setting Up Your Bank Account for Tax Remittance to help avoid failed or bounced payments.
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Update Physical Presence Information: Go to Settings > Physical presence under Company. Select Add to create a new physical presence, or Edit next to an existing one to change or remove it. Keeping this updated ensures accurate nexus tracking.

Assign a Default Product Category for Nexus Studies: Add a default category to ensure your nexus studies return accurate results. Navigate to Settings > Product categories under Tax and select Edit to make changes.
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⚠️ Note: Product-specific categories are managed in your sales platform or by our team on the back end, depending on your setup. This default category is used solely for running nexus studies. If you have questions about categorizing products for your specific situation, contact support via the message widget in the bottom-right of your Numeral dashboard.
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View or Update Tax Portal Login Credentials: Navigate to Settings > Credentials under Tax, then click View details next to the jurisdiction whose credentials you want to view, copy/paste, or update.
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Run Your Own Nexus Studies: With the ability to adjust sales channels and set a default category, you can now generate your own nexus studies. Go to Settings > Reports under Tax and click Generate.

Update Account Details: Change your business display name or primary point of contact by going to Settings > General and selecting Edit under Account Details.
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⚠️ By default, the Company Officer is the Primary Point of Contact, so update this if you want correspondence sent to a specific team member.
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Manage Organizational Email Domain: Control how new users join your organization by navigating to Settings > General, toggling Automatic provisioning on, and setting your email domain. New users signing up with that domain will automatically be added to your organization.
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Add Users: Go to Settings > Users under Account and select Add to invite a new user.
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Resend Invites to Pending Users: In Settings > Users, under Pending Invites, select Send Invite Again next to the user to resend their invitation.
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Remove Users: Navigate to Settings > Users, then click the X next to a user to remove them.
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Manage Numeral Billing: To update payment methods or review invoices, go to Settings > Billing and select Manage Payment Details to access your Stripe billing portal. Here you can update payment info, review past invoices, and download receipts.
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View Historical Invoice Details: In Settings > Billing, select View next to the invoice you want to review. You’ll see line-item charges, including state or filing period details.

Verify tax calculations – Ensure taxes are computing correctly by navigating to Developers > Logs, where you can review historical calculation logs

Review product categorization – See how your products are categorized for tax purposes by going to Developers > Products