Managing Nexus

The Nexus Management page allows you to add nexus jurisdictions and override sourcing.

You can toggle between the US and Canada maps to see the details for each. The states/provinces on the map display as follows:

  • Green if all jurisdictions are active.
  • Orange if there are one or more jurisdictions that are active.
  • Gray if they are inactive.
  • Blue if you are nearing the economic nexus threshold mandated by the state.
  • Purple if the economic nexus threshold has been exceeded.

If a state has no active nexus but has reached a threshold for economic nexus, hovering over it shows you the percentages of revenue and transactions, respectively, reached in that state toward those thresholds.

ClosedAdding a Nexus Jurisdiction

  1. Select Menu > Configuration > Nexus Management and click under Map Details or click in the upper right and select Nexus. The Add Nexus dialog displays.
  2. The Nexus ID field is automatically populated. Click if you need to enter a new Nexus ID.
  3. Select whether Sourcing override will apply to Sales, Use, or the Default.
  4. Select the Effective date and End date.
  5. Select whether the nexus is in the US or Canada.
  6. Select the state where the nexus resides from the State list.

    7. Note: You can select All States if you want the Nexus to apply to all states.

  7. Select whether to turn on the nexus for all or some jurisdictions:
    • All On - This option turns on the nexus for all states and jurisdictions.
    • Some On - This option allows you to select one or more jurisdictions to be turned on from the Select jurisdictions list.
  8. Click Save.

ClosedViewing Nexus Revision History

To view the revision history of nexus, do the following:

  1. Select Menu > Configuration > Nexus Management. The Nexus page displays.
  2. Click below the map and to the right.
  3. A grid displays the detailed revision history.
  4. On the revision history page, you can filter the details by selecting in the upper right. You can also export the results by selecting in the upper right.

ClosedImporting Nexus

To import nexus authorities, do the following:

  1. Select Menu > Configuration > Nexus Management. The Nexus window displays.
  2. Click below the map and to the right.
  3. You can now choose to download a CSV template with the information pre-arranged by clicking Download Template, or prepare the CSV file yourself.

    4. Note: If preparing the CSV file yourself, arrange the nexus in a CSV file with the following headers, in this order:

    Field Notes
    NexusId Required. Provide alphanumeric value with max length of 50.
    TaxAuthorityID

    Required. Provide numeric value.

    If you want Nexus applied to all tax authorities, Enter “-1”.
    Country Required. Provide alphanumeric value with max length of 50.
    State Required. Provide alphabetic value with max length of 2.
    County Optional. Provide alphanumeric value with max length of 75.
    StartEffectiveDate Required. Required. Provide date in MM/DD/YYYY format.
    EndEffectiveDate Required. Required. Provide date in MM/DD/YYYY format.
    SourcingOverride

    Required. Provide one of the following values:

    Use

    Default
  4. Once the CSV file is prepared, click My File is Ready.
  5. Drag the CSV file to the drop-box, or select Browse..., locate the file, and click Open.

    Note: The file format must be CSV, XLSX, or XLS.

  6. Click Next.
  7. Verify that your Source File Header and Row 1 Data match the Map To column, then click Next. The Summary displays.
  8. Click Finish.

ClosedViewing the Nexus Jurisdiction Import History

To view the nexus jurisdiction import history, and view whether each import was successful or failed, do the following:

  1. Select Menu > Reports > Import Logs. The Import Log list displays.
  2. Select Imports.

Note: For any import, the far left column shows an check mark icon that indicates success, or an alert icon that indicates failure. See the far right column for details.

ClosedExporting Nexus

To export nexus authorities, do the following:

  1. Select Menu > Configuration > Nexus Management. The Nexus window displays.
  2. Click below the map and to the right.
  3. A CSV file is downloaded with the nexus authorities.

ClosedEditing Nexus

  1. Select Menu > Configuration > Nexus Management.
  2. Click the nexus jurisdiction you want to edit. The All Authorities dialog displays.
  3. Edit the fields as necessary. The Sourcing Override, Start Effective Date, and End Effective Date fields can be edited.
  4. Click in the top right.

ClosedDeleting a Nexus Authority

  1. Select Menu > Configuration > Nexus Management.
  2. Double-click the nexus jurisdiction. The Edit Nexus dialog displays.
  3. Click .
  4. Click Delete on the confirmation dialog.