Your Numeral dashboard is packed with tools to help you stay compliant and save time. Our team put together this high-level overview of the key features in your dashboard—with links to more detailed resources throughout—so you’ll know exactly where to go to manage registrations, filings, and other essential tasks with confidence.
This article will walk you through your dashboard’s left-hand menu from top to bottom, summarizing each tab and highlighting:
Features – Functionality currently available in that section
Views – Different ways to view information in that section
Actions – Tasks you can complete within each tab
Additional resources you can refer to for more detailed guidance
🔒 Other Tabs
🔒 Other Tabs
These tabs are only enabled for specific use cases, either because they’re not relevant to all clients or are still in development. Each section explains the tab’s purpose, when to use it, and how it can help you manage your account.
Sales – Only relevant to clients who manually upload their sales data
Exemptions – Currently in beta testing
Developers – For clients using our Tax Engine
Your business profile(s)
Your business name will be displayed in the top-left corner. If you have multiple Numeral profiles, you can switch between them here.
Setup
This tab is especially important during onboarding. It provides an overview of your onboarding checklist, showing your profile completion percentage and the next steps needed to reach 100% completion.
Home
This tab provides a snapshot of your Numeral account, including key details such as tasks to complete for your company profile, current or upcoming filings, an overview of exposed states and active registrations, and quick links to our Help Center.
Tasks
Tasks
Displays any remaining company information that needs to be added or updated, with a quick link to manage your registrations.
Activity
Activity
Tracks recent activity in your account.
Filings
Filings
Provides on overview of current and upcoming filings.
Jurisdictions
Jurisdictions
Shows the total jurisdictions where you are registered, exposed (triggered economic or physical nexus), and not exposed.
Connections
Connections
Lists the stores or platforms currently linked to your dashboard and their status.
Resources
Resources
Provides links to useful Help Center resources.
Jurisdictions
View active registrations, manage registrations or transfers, and access nexus details and login credentials for individual state portals.
Features
Features
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.
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.
⚠️ Important: Turning Autoregister on will not retroactively start registrations for states where you’ve already crossed nexus. You’ll need to request those manually, but future states will trigger automatically.
Viewing Options
Viewing Options
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.
Actions You Can Take
Actions You Can Take
View Active Registrations or Access/Update Login Credentials:
Navigate to Jurisdictions > Registered and click into individual state pages to view nexus details or access/update credentials.
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.
💡 Additional resources with more detailed guidance:
Managing or Initiating Transfers in your Dashboard
Filings
Use this tab to manage your filings with Numeral—view and approve current filings or review historical ones. Access full tax details, including return copies and payment confirmations, and export sales tax data as a CSV using your chosen filters.
Features
Features
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.
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.
⚠️ Please note that all filings will be auto-approved and submitted before the deadline to prevent penalties or interest. If you do not want a filing submitted, reject it in your dashboard and contact our team via the message widget for support.
Viewing Options
Viewing Options
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.
Actions You Can Take
Actions You Can Take
Access individual filing details, including payment confirmations, copies of returns, totals (tax collected, tax due, penalties, discounts, etc.) by clicking into the filing.
Export or view sales tax liability data as a CSV for reconciliation or review:
Navigate to Filings > All.
Apply filters (e.g., status = filed, period = 2024).
Select Export.
The CSV will include: (1) Filing ID, (2) Time period, (3) Jurisdiction, (4) Taxable sales, (5) Non-taxable sales, (6) Tax collected, (7) Tax due, (8) Interest, (9) Penalty, and (10) State discount
💡 Additional resources with more detailed guidance:
Connections
Use this tab to you view and manage connected stores in your dashboard. You can connect new stores, check sync status, disconnect existing stores, or adjust settings for different platform types here.
Please note that all sales should flow through Numeral to ensure accurate nexus tracking—including sales from marketplaces like eBay or Amazon that collect and remit tax on your behalf, as many states count marketplace sales toward nexus.
Actions You Can Take
Actions You Can Take
Connect new stores: Select Add Connection in the top-right corner, choose your platform, and follow the workflow.
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?”
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.
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.
💡 Additional resources with more detailed guidance:
Settings
The Settings tab is where you can manage all the key information tied to your Numeral dashboard. This includes company details (like banking information for tax remittance), tax details (such as login credentials and historical nexus reports), and other important information (like your primary point of contact and billing information for Numeral services).
We recommend reviewing your settings regularly to ensure everything stays current. Settings are organized into three sections: Company, Tax, and Account.
Company Settings
Company Settings
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.
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.
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.
Tax Settings
Tax Settings
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.
⚠️ 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.
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 or update.
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.
Account Settings
Account Settings
Update Account Details: Change your business display name or primary point of contact by going to Settings > General and selecting Edit under Account Details. By default, the Company Officer is the Primary Point of Contact, so update this if you want correspondence sent to a specific team member.
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.
Add Users: Go to Settings > Users under Account and select Add to invite a new user.
Resend Invites to Pending Users: In Settings > Users, under Pending Invites, select Send Invite Again next to the user to resend their invitation.
Remove Users: Navigate to Settings > Users, then click the X next to a user to remove them.
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.
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.
💡 Additional resources with more detailed guidance:
🔒 Sales
Use the Sales tab to manually upload sales data if some or all of your sales come from platforms not currently integrated with Numeral. If your sales are automatically imported from connected stores (e.g. Shopify, Stripe, etc.), you won’t need this tab.
⚠️ Important: This tab is only made available to clients as needed to avoid confusion. If you need to upload sales data manually, notify our team so the feature can be enabled for you. The deadline for manual uploads is the 7th of each month. If you do not plan to upload data for a given month, please let us know to avoid delays.
💡 Additional resources with more detailed guidance:
For step-by-step instructions, see our guide on Manual Data Uploads.
🔒 Exemptions
🧪 Currently in beta testing – features and functionality will be limited.
Exemption Certificate Management is still in development and currently limited in scope. You can create customer profiles and store certificates for easy access and review, but any customers or exemptions added here will not sync automatically with your sales platforms. You’ll still need to manage wholesale and tax-exempt settings directly in your respective sales platform.
If you’d like early access to explore this feature, let us know and we can enable it for you.
💡 If you just need to provide an exemption certificate to a state, 38 states (listed within) will accept this Uniform Sales & Use Tax Resale Certificate. All you need to do is fill out the form completely and include your sales tax account number for each state.
Note: To stay compliant, make sure you also keep exemption certificates on file for any customers who claim a sales or use tax exemption. This helps protect your business in case of an audit.
🔒 Developers
This tab is available to clients using the Numeral tax engine. It provides the tools you need to complete your initial setup and ensure taxes are being calculated and collected correctly, including:
API Keys – Authenticate and connect to the tax engine
Calculator – Preview tax collection for different products
Logs – Review completed calculation requests and responses
Transactions – View all transactions included in your filings
Products – See your products and their assigned categories
Default Addresses – Set default addresses for jurisdictions to use when no origin address is provided in a calculation request
Actions You Can Take
Actions You Can Take
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
💡 Additional resources with more detailed guidance:
Numeral API Quickstart Guide + Additional resources for setup and troubleshooting