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A complete, plain-English walkthrough of the HOST Sales Tax Center — from creating an account to approving the returns HOST files for you. Written for new users, HOST customer-success staff, and anyone evaluating the product.

Four ways to use this guide: jump in with Quick start, go straight to a task with How do I…?, follow a step-by-step procedure in 📋 Work Instructions, or browse by section at the bottom.

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What's new — October 2026

Registration is pay-then-create. Nothing is recorded until your payment goes through, so a cancelled checkout leaves nothing behind. Registering in several states? Apply to all selected fills the date and nexus type for every ticked row. → 7. Jurisdictions
Fulfillment locations. The Filings page lists the places you ship or sell from, and managers can add one. Its code is what goes in the LocationCode column of your uploads. → 8. Filings
Officers: "US citizen?" The person officer form asks the question first and takes a Social Security Number, an ITIN or a passport number accordingly. Removed officers are kept on file so HOST can restore them. → 4. People
Approving returns. Each row shows its period dates and total remittance, a rejection needs a reason of at least 20 characters, and returns you did not approve stay listed under Being reworked while HOST corrects them. → 8. Filings
Import has its own page, Import Transactions. The upload window, the wizard (which opens on a mandatory How it works step), Import history with its four-step bar and Remove button, and the review all live there; Transactions is just the table of imported rows. → 9. Transactions
Roles. Viewers see a View only pill and no edit buttons, a Contributor role sits between Viewer and Manager, and managers can change a teammate's role from Settings. → 2. Organizations · 13. Account Settings
Signing in. Clearer login errors, a Resend confirmation email button for unconfirmed addresses, and an email change that must be confirmed from both the old and the new address. → 1. Getting Started
Blank official forms. Where a jurisdiction needs a state form (for example the Utah TC-51), the Documents page and the registration window link to the official blank. → 5. Documents
This guide is in the app. The Support page now opens with a card for every section and work instruction here. → 15. Help & Resources
MFA is authenticator-app only. The Phone (SMS) option is gone; Set up MFA opens the QR code directly. → 14. Multi-Factor Authentication
Also live since September: QuickBooks Online alongside Shopify and Stripe (10. Integrations), the live portal-login check and the registration health check on Filings (8. Filings), referral rewards of a $250 gift card plus $750 account credit (11. Referrals), and API keys with a one-time production data review (12. API Keys). </aside>

🚀 Quick start — from sign-up to your first filing

Sign up with your email and a 12+ character password, then click the confirmation link HOST emails you.
Add your organization — your legal business name and 9-digit EIN.
Complete your Company Profile, add a contact and your officers on People, and upload any Documents HOST asks for.
On Jurisdictions, click Register to have HOST register you in the states where you have nexus — or tell your advisor about registrations you already hold.
If HOST files for you: on Filings, add your bank account and payment method, then Add a state to filings for each state.
From the 1st to the 7th of each month, upload last month's transactions on Import Transactions (or connect Shopify, Stripe or QuickBooks Online), review and submit the import, then read the email HOST sends with the result.
When HOST has prepared your returns, approve them on the Dashboard. HOST files and remits.

New here? Read 1. Getting Started and 2. Organizations in order, then sections 3–5 to finish setup, and keep the rest handy as a reference.

❓ How do I…?

Jump straight to the page you need.

I want to…	Go to
Create an account, log in, or reset my password	1. Getting Started
Add my business, switch between businesses, or claim one HOST already has on file	2. Organizations
Fill in the company details that go on registrations and returns	3. Company Profile
Add contacts, owners and officers, and their ID documents	4. People
Upload a form HOST needs for a registration	5. Documents
Understand the Dashboard tiles, or rearrange them	6. Dashboard
See where I'm registered, or have HOST register me in a new state	7. Jurisdictions
Set up managed filings, add a state, add a fulfillment location, approve returns, or read the filing calendar	8. Filings
Upload last month's sales on the Import Transactions page and submit the import	9. Transactions
Connect Shopify, Stripe or QuickBooks Online	10. Integrations
Refer a business and claim my reward	11. Referrals
Get an API key for my developers	12. API Keys
Invite a coworker, change a teammate's role, change my email or password, or manage billing	13. Account Settings
Turn on two-factor authentication (2FA)	14. Multi-Factor Authentication
Watch tutorials, contact support, or read the FAQ	15. Help & Resources
Follow a step-by-step procedure for any of the above	📋 Work Instructions
Work out why something is greyed out, locked, or won't save	WI-12 · Troubleshooting

📘 What is the Sales Tax Center?

The Sales Tax Center is the client portal for Hands Off Sales Tax (HOST), a managed sales tax compliance service. It's where you keep your business details current, ask HOST to register you in new states, hand states over for managed filing, send HOST your monthly sales data, and approve the returns HOST prepares before they're filed and remitted on your behalf.

Who is this for?

Businesses that use HOST to register for and file sales tax
Accountants and bookkeepers who look after several client businesses