Kintsugi Portfolio Pages and Columns Explained

Summary tiles

Total Clients, Total Filings, Total Pending Filings, and Total Liability across all clients you have access to

Client list

Every client organization you have access to, 10 per page by default, up to 100 per page

Portfolio filter

If you belong to more than one portfolio, switch between them or view across them

View Client

Opens that client's overview: Total Sales, Total Transactions, Outstanding Liability, Collected Tax, pending tasks, and exposure map

Kin

The Kintsugi AI agent, available across your clients. Ask a plain-language question such as "Which client has the greatest exposure risk?"

Status labels

Exposed, Registered, Approaching, and Not Exposed

Filters

Client, status, region, and client owner

Sales and Transactions

Revenue and order count per jurisdiction, the two measures used for economic nexus

Threshold progress

How close the client is to the jurisdiction's economic nexus threshold

Threshold Met Date

The date the client crossed the threshold

Type

Economic or physical nexus

Lookback period

The measurement window that jurisdiction uses, shown per jurisdiction

KPI tiles

Total: completed, in progress, and deregistered registrations across the portfolio

Filters

Region, jurisdiction, client, status, and client owner. Clear Filters resets all.

Columns

Client, jurisdiction, filing frequency, registration date, registration email, fees, and status

Actions

Start a registration for a client without leaving the portfolio

Tabs

Current (upcoming), Back (missed past periods), and History (completed)

Filters

Jurisdiction, client, and client owner

Country

The national territory, for example US or CA

Jurisdiction

The state, province, or local authority requiring the return

Frequency

Monthly, Quarterly, or Annually

Due Date and Period

The reporting window and its deadline

Total Liability

Amount owed for the period

Status

Where the filing is in the Kintsugi workflow, for example Unfiled or Filing

Filing details

Period, due date, transaction count, tax calculated, adjustments, fees, credits, amount remitted, confirmation IDs, and attachments

Actions

Approve filings for a client, download one filing's report, or export all current filings

Customer list

Your clients' own customers, across clients, with the client filter to narrow to one

Use

Reviewing exemption status and customer records without opening each client organization

Transaction list

Imported transactions across clients, with the client filter to narrow to one

Use

Checking what has imported, and tracing a liability figure back to the transactions behind it

Client selection

Which client's connections you are viewing. Every data source belongs to one client and is never shared.

Connections

Each connected platform with its status and last sync

Actions

Connect, Disconnect, Reauthorize, and Upload file, all from the portfolio

Upload history

Each file, its row counts, and any failed rows with reasons

Physical presence list

Offices, warehouses, employees, and other presence records for each client

Actions

Add a record, edit its end date, or remove it

Address validation

Suggested corrections for addresses Kintsugi could not verify, with Accept All for bulk approval

Client list

Every client in the portfolio, with the team members who have access to each

Add user

Grant a team member access to that client

Assigned owner

The team member who owns that client. Portfolio pages can be filtered by this value.

Default Billing Mode

The billing mode that applies to every client unless that client has its own override, for example Partner Managed. Partner Managed means your firm controls all billing decisions and clients cannot upgrade or change plans on their own.

Per-Organization Overrides

Each client and who manages its billing (Partner or Client), along with the client's plan

Change Billing Mode

Requests a different billing mode, either for the portfolio default or for one client

Add Override

Sets a billing mode for a client that is not yet listed

Pending

A requested change that has not taken effect yet, for example Pending: Client Managed. The client keeps its current mode until then.

Cancel request

Withdraws a pending change

Default Notification Recipients

Who receives email notifications for every client in the portfolio, unless that client has its own override

Client Overrides

Each client that uses a different setting from the portfolio default, with its own Notification Recipients value, for example Partner & Clients

Add Override

Opens a form where you choose a client and its notification recipients, then click Save

Delete (trash icon)

Removes a client's override, so that client follows the portfolio default again

User Management

Who can sign in to the portfolio, and their role (Owner, Admin, or Member). This is portfolio access, not client access. Client access is granted under Client Management.

API Keys

Portfolio API keys you have created. See Automate Your Portfolio with the Kintsugi Partner API.