Before you begin using TrustFile, verify your company, user, and payment settings. The company address settings are particularly important since TrustFile uses them to report on tax.
These are all found in the top right corner of your screen under Settings:
Once you select the settings page you want to work with, you can use the tabs at the top of the page to navigate to other settings.
The items on the Company tab affect how TrustFile reports sales tax. By default, TrustFile uses your business address as the origin and destination address. TrustFile uses the default address when a transaction doesn't have an origin or destination address. Changing these addresses changes the way TrustFile reports sales tax.
Change or view the following information on the Company tab:
- Federal Employer Identification Number (FEIN)
- Business address
- Default ship from address
- Default destination address
Change your email address, password, and time zone on the User tab. Due dates for returns are displayed in the local department of revenue's time zone.
Payment & Remittance
Before we go any further, let's make a quick distinction.
- Remittance accounts are used to pay your sales tax remittance with each state in which you file.
- For TrustFile Standard users the credit card we have on file covers your subscription cost as well as the payment for the returns you file through TrustFile.
View, add, and delete a remittance account on the Payment & Remittance tab:
- To add a remittance account, click Add a Payment Account and provide your banking information. The account funds the liability owed to the state for the corresponding sales tax return prepared by TrustFile.
- To delete a remittance account, click the garbage icon.
View transactions that have debited your accounts in the Remittance Transactions window.
Now that you've verified settings, import or sync transactions.