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CMS Max Documentation

AutoFile Sales Tax Returns

Let TaxJar automatically file and pay your sales tax returns so you never miss a deadline.

Overview

AutoFile is a TaxJar feature that automatically prepares and submits your sales tax returns — and pays the amounts owed — directly to each state where you have a tax collection obligation. Instead of logging into each state's tax portal every filing period, TaxJar handles the whole process for you.

Requirements

Before you can use AutoFile, make sure you have:

  • Your own TaxJar account — AutoFile is not available on the free (CMS Max shared) tier. See Switching to your own account.
  • An AutoFile subscription on your TaxJar plan. AutoFile is an add-on that TaxJar enables per state. Log in to your TaxJar dashboard at taxjar.com to add states to your AutoFile subscription.

How AutoFile Works

  1. Throughout the filing period, your completed orders are recorded as transactions in your TaxJar account.
  2. At the end of each filing period, TaxJar compiles the transactions into a return for each state in your AutoFile subscription.
  3. TaxJar files the return and remits payment to the state on your behalf.
  4. You receive a confirmation from TaxJar when each return is filed.

You do not need to take any action in CMS Max for AutoFile to work — as long as your own TaxJar account is connected and orders are being recorded, TaxJar manages the rest.

Setting Up AutoFile

  1. Log in to your account at taxjar.com.
  2. Navigate to AutoFile in your TaxJar dashboard.
  3. Add each state where you want TaxJar to file on your behalf and follow TaxJar's prompts to authorize filing.
  4. Make sure your CMS Max store is connected to your own TaxJar account (see TaxJar Settings).

Once AutoFile is active on a state in TaxJar, no additional configuration is needed in CMS Max.

Reviewing Filed Returns

All filed returns are visible in your TaxJar dashboard under AutoFile. TaxJar also keeps a data archive of previous years' returns so you can access historical records at any time.

Common Questions

Will AutoFile work if I'm still on the free tier?

No. AutoFile requires a paid TaxJar account connected to your store. Switch to your own account first, then enable AutoFile states in your TaxJar dashboard.

What if I collect tax in a state that isn't in my AutoFile subscription?

You are responsible for filing returns in any state not covered by AutoFile. TaxJar provides reports you can use to file manually. Consider adding additional states to your AutoFile subscription if you collect tax there regularly.

Does AutoFile work for all states?

TaxJar supports AutoFile for most US states. Check your TaxJar dashboard or taxjar.com for the current list of supported states.