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When to use this — HOST will prepare and remit your returns and you need to hand over a state; the Dashboard's Enroll in filings tile lists things to complete; or a state under Pending review shows Action Needed.

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Before you start

• [ ] You're a managed-filing client — the Filings page shows content, not Sign up for managed filings
• [ ] Company Profile is Complete
• [ ] You're a Manager of the organization (only managers can set up filings, add states and add locations)
• [ ] Bank account details: bank name, account type, 9-digit routing number, account number
• [ ] A card for the filings subscription
• [ ] For each state: sales tax account number, filing frequency, nexus date, and the state portal username and password (plus a PIN if the state uses one)

Steps

A. Filings bank account (once)

1. Sidebar → Compliance → Filings → Add bank account.
2. Fill in all four fields and click Save. You'll see "Filings bank account saved."

B. Filings payment method

1. Click Add payment method → Continue to Stripe.
2. Enter the card on Stripe's page. You're brought back automatically: "Filings payment method saved."

C. Add a state

Add a state to filings with Texas chosen: the Filing details the state needs, and Verify the login below.

1. Click Add a state to filings and choose the State.
2. Fill in every field under Filing details. Match any format hint shown for the account number.