Welcome to Kintsugi! This guide will help you set up automated sales tax compliance for your business. You’ll be up and running in just a few minutes.
Quick Setup
Get started in 5 minutes with our guided setup
API Reference
Build custom integrations
Support
Get help when you need it
FAQ
Answers to your frequently asked questions
Quick Setup
1
Connect Your Data
Connect Existing System
Connect Existing System
Click Connect in the Data Sources section to integrate with your current platform.
- Direct Integration
- Custom Integration
- Manual Upload
Kintsugi offers dozens of prebuilt integrations to various shopping carts, ERP’s, and more.
Import Historical Data
Import Historical Data
Have CSV files with historical transactions? Use our File Upload functionality to import them.
2
Configure Your Business
Physical Presence
Physical Presence
Specify jurisdictions where you have a physical presence:
- Offices or warehouses
- Remote employees
- Inventory storage
- Sales representatives
Organization Details
Organization Details
Add your business information so we can register and file in the right jurisdictions:
- Business name and address
- Tax ID numbers
- Business type and industry
- Contact information
Banking Information
Banking Information
Provide bank details for tax remittance:
- Bank account for tax payments
- ACH information
- Payment preferences
3
Set Up Products & Tax Rules
Product Classification
Product Classification
Approve your products so we can apply accurate tax rates:
- Bulk Approval
- Kintsugi Intelligence
- Manual Review
Use our bulk approve functionality to approve all products at once.
Address Validation
Address Validation
Ensure all addresses are valid and complete:
- Check the Tasks section for invalid addresses
- Use Kintsugi Intelligence to automatically add missing addresses
- Review and correct any flagged addresses
Valid addresses are crucial for accurate tax calculations!
4
Review & Launch
Nexus Review
Nexus Review
Check your nexus exposure:
- Navigate to the Nexus section
- Review the exposure map on your dashboard
- Understand your filing obligations
Our system continuously monitors your nexus status and alerts you to new requirements.
Exemption Management
Exemption Management
Set up tax exemptions:
- Navigate to the Exemptions section
- Configure customer exemptions
- Set up product exemptions
- Manage exemption certificates
Next Steps
Once you’ve completed the setup, you can:Review Customers
Manage your customer database and tax exemptions
View Transactions
Monitor all your sales transactions and tax calculations
Handle Registrations
Register in new jurisdictions and manage existing ones
Registration Management
1
Register in New Jurisdictions
Click Register on the Nexus page to register in jurisdictions where you have nexus.
2
Import Existing Registrations
If you’re already registered somewhere, import your existing registrations so we can generate filings for you.
3
File and Remit
Check your filings on the Filings page and click Approve to file and remit taxes in each jurisdiction.
Need Help?
Common Questions
Common Questions
- Setup Issues
- Account Management
- Technical Support
- Can’t connect your integration? Check our troubleshooting guide
- Data not syncing? Verify your API keys and permissions
- Tax calculations seem wrong? Review your product classifications