All CollectionsNumeral 101Getting startedGetting startedYour first steps with Numeral: the onboarding roadmap and setting up your dashboard.By Sadie1 author¡4 articlesYour Roadmap From Onboarding to AutopilotA stage-by-stage map of your Numeral journeyâonboarding, your nexus study, registrations, first filings, and autopilotâwith links to the detail on eachTransitioning to NumeralWhat happens to past filings, existing registrations, and your historical data when you switch to Numeral from another sales tax provider.Setting Up Your Numeral DashboardA section-by-section walkthrough of the Numeral Setup checklist â what each step needs, why it matters, and what finishing it unlocks.Transferring Existing Registrations and Managing Tax Portal CredentialsWhat Numeral needs to transfer your existing state registrations, why we're set as your default 2FA contact, and what to do if any of that changes.
