Sales Tax Autofile is the sales tax autofiling service provided by Sidr Tax. We use the sales tax reports generated from your Shopify transactions and file the state returns for you. Enroll in each state separately, and rest assured that your sales tax filing will happen on time.
How to setup Sales Tax Autofile
Activate Sales Tax Autofile
First, go to the Sidr Tax Autofile page. If this is the first time you access the Sales Tax Autofile feature, you need to activate it first. The autofile feature is available to all plans, including the free plan. The feature activation requires authorization to charge a maximum of $1000 monthly. This is not an estimate of how much you will pay. The cost of autofiling varies from $35 to $45 per file depending on your plan, and you will only be charged after a successful file. The increased maximum charge is to ensure that Sidr Tax can continue to file for you if the number of your autofiling states increases.
Select Nexus States
Your business is required to collect and file sales tax once you reach the Nexus status in a state. Each state has different requirements for reaching the Nexus status. To understand those requirements, you can visit this help article here. If you need help registering with a state, we can also provide you with assistance. Please reach out to us at firstname.lastname@example.org.
Once you have registered and started collecting tax in a state, you can add the Nexus info into Sidr Tax. Click on the Add New Nexus State button, and choose the state and filing schedule. Sidr Tax uses this information to determine when you need to file, and keep you on schedule.
Enable State Autofile
Once you have chosen your Nexus states, you can start providing the necessary information for autofiling. Each state has different requirements to enable autofiling, and Sidr Tax will guide you on what to provide. All the fields are required to finish the setup, and if you are unsure what to provide for a field, please chat with us in the app or send us an email at email@example.com. We are happy to assist you.
After you finish providing Autofile information, the Sidr Tax team will start validating the information. We will reach out to you if there are additional steps needed. For example, certain states require granting third-party access to your Department of Revenue account, and we will walk you through how to set it up. We will typically reach out to you within 24 hours if there are additional steps needed.
Provide Payment Information
You will also need to provide payment information. This payment account is used by the state government to collect sales tax. Sidr Tax will never use this payment account to collect service charges, since all Sidr Tax payments go through Shopify. Please click on the Add Payment Information button to add the payment information.
Power of Attorney Form
Most states also require a Power of Attorney Form so that Sidr Tax can file sales tax on your behalf. You will receive an email with a link to the IRS Form. If you can't find that email, you can also download the form from this link. Please complete the 1st question (Taxpayer Information) and the 7th question (Signature). Once you are done, send the form to firstname.lastname@example.org.
You are almost done at this point! The Sidr Tax team will go over all the information you provided and make sure you are properly set up. We will reach out to you if there is any additional information we need from you. You can also go to theSidr Tax Autofile page to check your Autofile status.
How much does Sidr Tax Autofile cost?
Sidr Tax Autofile cost varies from $35 to $45 per file depending on your plan. We will only charge you after successful files. You have access to your filing history as long as your account is active. Shopify controls the billing cycle and will collect fees from you once a month.
When will you Autofile?
Autofile typically happens on the 10th of the filing month. For example, if your filing due date is on August 15th, we will file for you on August 10th.
Can I see the report before you Autofile?
Absolutely! You can access your report at any time. Simply go to theSidr Tax Autofile page, and there is a report button for each state. This will bring you the latest report that will be filed.
What if I have orders outside of Shopify?
Unfortunately, Sidr currently only supports Autofile with Shopify. You can provide us with additional data, such as wholesale CSV files, by chatting with us or emailing email@example.com. Our team will try our best to simplify your filings.
If you have additional questions, you can always chat with us in-app, or email us at firstname.lastname@example.org.