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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.
Kintsugi AI is a leading sales tax solution that automates sales tax compliance for all kinds of businesses. From nexus determination to tax calculations, registrations, and filings - we’ve got you covered.

Quick Setup

1

Connect Your Data

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.
Have CSV files with historical transactions? Use our File Upload functionality to import them.
2

Configure Your Business

Specify jurisdictions where you have a physical presence:
  • Offices or warehouses
  • Remote employees
  • Inventory storage
  • Sales representatives
Don’t worry if you’re unsure - our system will help you identify nexus requirements based on your business activities.
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
Provide bank details for tax remittance:
  • Bank account for tax payments
  • ACH information
  • Payment preferences
This information is encrypted and stored securely. We only use it for tax remittance purposes.
3

Set Up Products & Tax Rules

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.
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

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.
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:

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?

  • 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