Exploring Kintsugi App Functions and App Features

Kintsugi

Kintsugi

Getting Started

Registrations & Filings

Subscription & Billing

Frequently Asked Questions

Troubleshooting

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Exploring Kintsugi App Functions and App Features

Overview of the Kintsugi App: Functionalities, Key Sections, and Customization

Dashboard Tab Guide

Overview of your tax compliance status and key metrics at a glance

Understanding Your Dashboard Pending Tasks Section (Dashboard)Review Your International Tax Exposure

Monitoring Tab Guide (previous known as Nexus Tab)

Track and manage your economic and physical nexus thresholds

How to Track EU VAT Exposure and Start Registration in Kintsugi Ways to Check Your EU Nexus Status in Kintsugi How to Disregard a Nexus Recommendation Understanding and Resolving 'Collected Tax' Nexus Anomalies Monitor Use Tax Exposure and Register for Use Tax

Registrations Tab Guide

Monitor and update your sales tax registration details

Updating Your Registration Login Credentials in the Kintsugi App Why Can't I Submit a Registration Request?How to Find Your Sales Tax ID in Kintsugi How to Troubleshoot a Missing ‘Eye’ Icon When Viewing Credentials How to Retrieve Your Forgotten State Tax Credentials in the Kintsugi App Understanding the ‘Awaiting Clarification’ Warning on Registrations

Filings Tab Guide

View and manage your sales tax filing history and statuses

How to Pause a Filing to Prevent Auto-Approval How to Check Filing Schedules and State Filing Activity Where to See Your Filed Amounts Manually Approving Unfiled Filings in the Kintsugi App (and What Happens to the Payment)How to Export Multiple Filings at Once Filing Statuses Explained: Unfiled, Filing, Filed, and More

Customers Tab Guide

Manage customer records and statuses

Viewing and Managing Customers in Kintsugi

Exemptions Tab Guide

Track exemption certificates for tax-exempt customers

How to Automate Exemption Certificate Reminders in Kintsugi How to Bulk Upload Exemption Certificates How to Request an Exemption Certificate From a Customer How to Review Uploaded Exemption Certificates How to Use ECM Bulk Upload in Kintsugi How to Import a Single Exemption Certificate in Kintsugi

Transactions Tab Guide

Review, validate, and troubleshoot transaction data

Using the Transactions Tab in Kintsugi How Kintsugi Optimizes Invalid and Blank Addresses How to Download Transaction Reports in the Kintsugi App How to Archive Transactions How to Bulk Export Transactions and Filings Across All States Ship From Addresses and US Tax Origin

Products Tab Guide

Categorize and manage products for accurate taxability

How to Choose Category and Subcategory For Your Products in Kintsugi Updating Product Category and Subcategory How to Update Product Categories and Approval Status in Bulk Bulk Product Update Reference Why were some rows skipped after my bulk product update?

Data Sources Tab Guide

Connect and sync your integrations for data import

How to Archive an Entire Integration and All Associated Transactions and Customers How to Mark Jurisdictions as Collecting Sales Tax How to Mark Your Integration as Marketplace Review a CSV Upload in Upload History How to Upload Purchase Transactions in Kintsugi How to Upload Sales Transactions in Kintsugi

Presence Tab Guide

Understand where your business has tax presence obligations

How to Add a Physical Presence in Kintsugi Texas Origin-Based Sales Tax: Setting Up Your Physical Business Location

Analytics Tab Guide

Learn how to use Kintsugi's Analytics Tab to monitor your tax compliance work, track filing progress, and gain insights into your automation performance

Introducing Kintsugi Analytics Building Custom Analytics Reports and Dashboards

Tools Tab Guide

Access helpful tools (Tax Rules table and Tax Estimator) for compliance support

Using the Tax Estimator for Accurate Sales Tax in Kintsugi

Configuration Tab Guide

Customize Organization/Billing/Bank Details and other Settings

Connect Your Marketplace to Kintsugi Setting Up Sales Tax Payment for Filings and Registration How to Set Up Your Organization Details in Kintsugi Customizing Your Kintsugi Account & Automation Settings Creating a Test Organization How to View and Change Your Kintsugi Subscription Plan

Profile Tab Guide

Manage user account settings and team permissions

Set Up Two-Factor Authentication For Your Kintsugi Account

General App Guide

Learn how to navigate and use core features across the Kintsugi platform

How to View Jurisdiction-Specific Currency Support Exporting Reports in Kintsugi App Where to Find Your Organization ID

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