As part of your onboarding and ongoing partnership with Numeral, you may need to initiate new registrations—either during onboarding or later as your business grows and triggers nexus in additional states.
States where you have nexus will be flagged as exposed, meaning you’ve either exceeded that state’s economic threshold or established a physical presence there. By selecting a state page, you can view details such as your exposure date, total exposed sales, and applicable thresholds. The overview below walks through the dashboard process to help your team anticipate costs, timelines, and make informed decisions.
Initiating a New Registration
Navigate to Jurisdictions > Exposed.
From here, you can either:
Click Register within an exposed state’s page, or
Select Manage Registrations (top right) to initiate registrations or transfers for multiple states at once.
You can then choose to:
Initiate a new registration ($150.00 per registration)
Transfer an existing registration
Mark a registration as externally managed
Once you initiate a new registration, you’ll be prompted to select from two options:
First month of exposure (requires backfiling)
Some clients choose to register and backfile returns if nexus was established in a prior period. Example: If nexus began in November 2024, you may register and file retroactively to that date. This aligns your registration with the date your crossed nexus and is considered the most compliant approach.
💡 Considerations:You will be responsible for remitting any uncollected tax from past periods out of pocket
States may assess penalties and interest for late filings
Numeral charges $150 per backfiled return
Start when my registration is approved
Other clients choose to file prospectively, beginning with period they became aware of nexus. Numeral handles the registration process and will enable tax collection in the relevant platform on or just before the liability start date. If nexus was established in the current filing period, this will be your only option.
💡 Considerations:Avoids paying tax out of pocket for past periods.
States may still audit earlier periods and could require backfilings anyway
📌 Additional resources so your team can make an informed decision:
Review our State-by-State Sales Tax Guide for information on state-specific fees, nexus rules, penalty/interest information, etc.
See Numeral's Fee Structure for registration and backfiling costs.
Registration Processing and Timeline
Before Numeral can process your registration requests, your business profile must be complete and your virtual mailbox fully set up.
To keep things moving smoothly, please have the following ready:
Federal EIN Letter
Articles of Incorporation
Valid ID for a company officer
These documents allow us to register your sales tax accounts on your behalf. The virtual mailbox ensures Numeral receives all official letters and forms sent from state tax offices. Once both are complete, our team will begin registrations for the states you’ve selected.
Processing timelines
Most states require physical mail to complete registration.
Expect 1–3 weeks (sometimes longer) to receive and process.
You can check the status of your registrations—or see new jurisdictions where you may have triggered nexus—anytime in your Numeral dashboard under the Jurisdictions tab.
Tax Collection Settings
Tax collection is enabled on or just before your liability start date. You can find this date for a specific jurisdiction by going to Jurisdictions > Registered in your Numeral dashboard and checking under liability start.
💡 Important: The liability start date is not the same as your first filing date. Your liability start date determines when you must begin collecting tax, while your first filing date determines when that tax is reported to the state.
Examples:
Liability start date: Jan 1, 2025 | Filing frequency: Monthly → You must begin collecting tax on Jan 1, 2025. Your first filing covers January and is submitted in February.
Liability start date: Jan 1, 2025 | Filing frequency: Quarterly → You must begin collecting tax on Jan 1, 2025. Your first filing covers Q1 2025 (Jan–Mar) and is submitted in April.
Depending on your sales platform and store connection type (e.g., Shopify, Stripe, etc.), this process may happen automatically or may need to be completed manually. If you have questions about pending registrations or tax settings, contact us via the messaging widget in the bottom-right corner of your dashboard.
Viewing Active Registrations
To view states where you already have active registrations—or to update or access login credentials:
Navigate to Jurisdictions > Registered.
Select the state page to view nexus details or manage login credentials.