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Customize nexus settings in CertCapture

This article applies to:CertCapture

Nexus is the connection or relationship a business has with a taxing jurisdiction in which it sells products and services. This connection obligates the business to calculate, collect, report, and remit taxes. State and local authorities have varying definitions as to what constitutes nexus and who is liable for collecting and remitting sales and use taxes in their jurisdictions. Rules governing what constitutes nexus vary from jurisdiction to jurisdiction. 

Part of the CertCapture account setup process is telling CertCapture where you're registered to collect and remit tax. You should store an exemption certificate to cover every exempt customer transaction. Knowing where you have nexus helps CertCapture alert you when certificates are missing in jurisdictions where you're registered.

To determine your exposure to audit penalties, CertCapture compares where you have nexus to where you have exemption certificates. So check your records, and be sure to configure CertCapture's nexus setting to reflect each jurisdiction where you're registered to collect taxes.

Steps

  1. In CertCapture, go to Content Library > Nexus Settings.
    If you set up more than one company in your Company Hierarchy, you should configure nexus for each company.
  2. Select one of the following:
    • United States: View and manage nexus settings for states in the USA.
    • Canada: View and manage nexus settings for Canada and its provinces.
    • Other: View and manage nexus settings for all other countries.
  3. Select Assign Nexus.
  4. In the Edit Client Nexus dialog, place checks in exposure zone boxes where you have nexus.
  5. Select Update Client Nexus to save the changes.
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