Your Galvix Set-Up Guide
Hey there, and a big welcome to Galvix! :)
We're so excited to have you on board. Our goal is to make sales tax management simple and straightforward for you, so that we can give you back time to focus on running your business.
This guide is your starting point. Think of it as a checklist that will walk you through the first few steps of setting up your account. We've broken down the process into easy, bite-sized articles so you can get up and running without any stress. Ready?
In this guide, we cover:
Step 1: Setting Up Your Galvix Profile
Step 2: Adding Your Business Information
Step 3: Adding Physical Presence
Step 5: Managing Your Registrations
Step 6: Adding Bank Details for Scheduled Returns
Step 7: Adding Scheduled Returns
Step 9: Managing Products and Tax Categories
Step 10: Updating 2FA Emails in State Portals
Firstly, you must have received a username and password from support@galvix.com for logging into your Galvix account. You can use these details to get into the account and just follow these steps in order, and you'll be on your way to a smoother sales tax process. Let's go!
Step 1: Setting Up Your Galvix Profile
First things first, let's make sure your personal information is all set. This guide will show you how to update your profile details and change your password if you need to.
-> Steps to Setting Up Your Profile
Step 2: Adding Your Business Information
Next, we'll need to know details about your business. This is crucial for everything from state registrations to filing your returns. This guide will walk you through adding and updating your business information.
-> Steps to Adding Your Business Information
Step 3: Adding Physical Presence
-> Physical presence refers to any location where your business operates, stores inventory, or has employees. This information is vital for determining your tax obligations and ensuring compliance with state and local regulations. You'll need to provide details for each physical location with details mentioned in the following guide:
-> Steps to Adding Physical Presence
Step 4: Connect Your Data
This is the most important step! Galvix needs access to your transaction data to accurately track your sales tax nexus. Depending on what sales channel you use, you can integrate it with Galvix directly.
We’ve made it simple to integrate with the tools you’re already using. Just choose your sales channel, and we’ll walk you through the process.
-> See integration and data connection options
Step 5: Managing Your Registrations
Now that you've got everything set up, you're ready to start actively managing your sales tax with Galvix. For a complete guide on how to handle your registrations, from adding new ones to updating existing details, please check out our detailed article:
-> Managing Your Registrations in Galvix
Step 6: Adding Bank Details for Scheduled Returns
For Galvix to file and pay your sales tax returns, you must provide your bank details.
Without this information, we can't complete the payment on your behalf. We take your security seriously, so all banking data is encrypted and handled with the utmost care. Follow the guide below:
-> Adding Your Bank Details for Scheduled Returns
This ensures a seamless and automated process for your tax payments. Once saved, this information will be used for all future scheduled returns.
Step 7: Adding Scheduled Returns
Once you have added your registrations, the final step in your setup is to schedule your returns. This is what officially tells Galvix your filing frequencies for each state, ensuring we can manage and file your taxes accurately and on time. Follow this guide for the steps to add scheduled returns:
This is the last thing you have to do manually to get your Galvix account fully set up and ready to go.
Step 8: Setting Up Exemptions
You might be selling to customers who are exempt from sales tax, like non-profit organizations or resellers. This step involves identifying those transactions and marking them, ensuring that you don't collect sales tax when it's not required. Our guide will show you how to set up tax exemptions in your respective sales channel so you can keep accurate records and avoid over-reporting tax owed.
You must either set up these exemptions in your sales channel or within Galvix, but never in both places.
-> Setting Up Exemptions in Galvix
-> Steps to Setting Up Exemptions in Shopify
-> Steps to Setting Up Exemptions in QuickBooks
-> Steps to Setting Up Exemptions in Stripe
-> Steps to Setting Up Exemptions in ZohoBooks
Step 9: Managing Products and Tax Categories
We know not all products are taxed the same way. That's why this last step is all about making sure your products are properly categorized. Some states tax certain items differently, and this step helps us ensure we're applying the correct tax rules to your products. Check out the guide below to learn how to properly categorize your products:
-> Steps to Tax Categorization
Step 10: Updating 2FA Emails in State Portals
As part of finalising your setup, you’ll need to update the two-factor authentication (2FA) email in each of your state tax portals to the unique forwarding email provided by Galvix. This allows us to receive login codes required by the states securely and ensures your returns are filed on time without delays. Follow this guide to update your 2FA emails:
-> Updating 2FA Emails in State Portals
After finishing all these steps, you will be ready to use Galvix for your sales tax management!