Dashboard Overview

You can use the service's User Interface, called the Dashboard, to operate and configure the service.

Tax Regions UI

The Tax Regions UI provides useful at-a-glance information about the activity on your global sales. The areas highlighted in green indicate where you have sales. To access this overview for the US with details per state, select US Sales Tax from the left navigation.

Tax Regions UI

Tax Regions UI


On the left navigation you can also access the Reports available for your enabled regions. There is a link to Settings which provides access to various account configuration options

Settings

To access the Settings, click the Settings icon. The Settings UI is displayed:

Settings UI

Settings UI

Account Settings

See Account Settings UIs.

Invoice Settings

See Invoice Settings UIs.

In this Section

TopicDescription
Account Settings UIsThese UIs help you to set account details like passwords and API access tokens.
Invoice Settings UIsUse these UIs to adjust you invoice settings.
Audit ReportThe Audit report details the liability per line item and shows the relevant tax rates, shipping information and other transactional data provided by the Marketplace.
B2B ReportsUse the B2B reports to provide information about B2B transactions to the Tax Authorities who require it.