In addition to installing the Numeral app, our Shopify integration requires collaborator access so we can support your business as it grows and you register in new jurisdictions.
To grant access, share the 4-digit collaborator code found under Settings â Users and Permissions â Collaborators. Numeral uses this access to manage filings and monitor nexus using data from your Shopify admin. Shopifyâs native Tax Engine continues to calculate tax rates at checkout based on the shipping location and product category.
During onboarding, Numeral performs a one-time product categorization review. After that, your team is responsible for maintaining product categorization under Connections â Manage â Products in the Numeral Dashboard.
Keeping all products correctly categorized helps Shopifyâs Tax Engine calculate and collect tax accurately. If you have questions about the process or would like Numeral to review your products later, feel free to reach out to our team.
đ” Scope of support â what Numeral can and canât manage
Because the Shopify integration relies on collaborator access and uses Shopifyâs native Tax Engineânot Numeralâs proprietary tax engineâsome settings and troubleshooting remain outside Numeralâs control. Numeral can use Shopify data to support filing and nexus monitoring, but the following items must be managed through Shopify:
Setting or overriding tax rates
Changing a productâs Charge taxes on this product setting
Troubleshooting Shopifyâs fallback Tax Engine, incomplete customer addresses, or unsupported payment methods
For these issues, contact Shopify Support, as Numeralâs collaborator access does not extend to managing or troubleshooting these parts of Shopifyâs tax setup.
đŹ Questions? Reach out to our team anytime via the messaging widget in your Numeral dashboard.