Setup is the first thing you'll see when you log in, and it's how we collect what we need to start monitoring your tax obligations — and eventually register, file, and remit on your behalf. Until every step is done, skipped, marked not applicable, or handed off to our team, you'll land back on Setup each time you log in instead of your full dashboard. Finishing it unlocks the Go to dashboard button and everything past Setup: Jurisdictions, Filings, and the rest of your account.

These two steps give us the sales and location data we need to run your nexus study — the analysis that tells you where you owe tax.

We need your transaction data to run the nexus study and figure out where you owe tax. Connect at least one store or integration, or upload your sales manually and let the upload finish processing — either one completes this step. If you don't connect a Shopify store here, the Shopify collaborator step further down won't apply to you.

An office, inventory, or employees in a state can create a tax obligation there regardless of how much you sell — that's physical presence. Add at least one location (presence type, state, and start month/year), or connect an HR integration like Finch or Rippling instead of entering locations by hand. You won't be able to continue with zero locations unless an HR integration is connected.

See HR Systems for Physical Nexus Tracking to view a list of providers we support.

This is where you give us your company's identity, contact info, and the account details we need to register and remit on your behalf.

This is the legal identity states will register and file under. We need your legal business name, website, business type (Sole Proprietorship, Partnership, LLC, S Corp, C Corp, or Nonprofit), legal address, mailing address, and EIN in XX-XXXXXXX format. DBA and incorporation date are optional here.

First name, last name, email, and phone for whoever should be our main point of contact. Accountant email is optional.

We monitor state tax mail — notices, prepayment letters, and similar — through a USPS virtual mailbox with our partner Stable. Approving or declining either one completes this step.

This is the account we debit to remit your tax payments to states — separate from however you pay Numeral's own invoices. We need a routing number (9 digits) and an account number (4–17 digits). This step doesn't apply if you're an international company without a U.S. EIN. See Setting Up Your Bank Account for Tax Remittance for the state-by-state ACH Originator IDs you'll want to add once this is connected.

Only shows up if you connected a Shopify store. Enter your Shopify collaborator code for each store you connected.

States need proof of who your business is and who's responsible for it before they'll issue a permit. We need your Articles of Incorporation (or equivalent formation document), a government ID for your company officer (passport, driver's license, or state ID), that officer's email and phone, and their SSN or ITIN — or you can check a box to opt out of providing it at this step. The officer you name here needs to be someone listed on both your Articles of Incorporation and your EIN letter.

Most companies don't need to submit an EIN confirmation letter here. We'll ask for one only if you're registering in California, DC, Michigan, Mississippi, New York, or Puerto Rico, or if we can't verify your EIN automatically. Optional documents that can help if you have them: bylaws, executed meeting minutes, a statement of information, or an operating agreement (for LLCs).

If a document doesn't go through automatically — it's still processing, invalid, or the name doesn't match — our team reviews it by hand. You can keep moving through the rest of Setup while that happens.

Only applies if you chose to transfer an existing registration from another provider. For each state you're transferring, we need your state portal login — usually a username and password.

Shows up only when a state you're registering in needs extra information beyond the standard registration questions. Answering it isn't required to move on to the rest of Setup.

This is where you tell us what to do in each state where you’re exposed. Completing this section unlocks Business verification, Transfer credentials, and Additional info above.

Once you've made your choices, confirm any transfers and check out—registrations are either included in your plan, billed separately, or billed through Shopify depending on your setup.

Finishing every step in Setup and having a "complete" company profile are two different things. You can finish Setup entirely and still see "Finish your company details" on your Home page — that's your company profile, a separate check we run on your company, officer, bank, and document information.

Your company profile checks: legal name, EIN, business type, legal and mailing address, state of incorporation; your company officer's name, email, phone, and SSN; your bank routing and account number; and three documents — Articles of Incorporation, your EIN letter, and your officer's ID.

Fix any of this in Settings → Company → Details (company info, officer, and documents) or Settings → Company → Bank account (international filers: Settings → Tax → Remittance).

Your Home page has a Tasks card that tracks what's still outstanding on your end, both during and after Setup.

When your Tasks list is empty, there's nothing outstanding on your end.

💬 Questions? Reach out to our team anytime via the messaging widget in your Numeral dashboard.