Portal

Transactions - Reviewing & Importing

Learn how to navigate & review transactions processed in CereTax, including how to import batch files.

Learn how to run and mange reports.

Set-up guides and how-to articles for custom rules.

Get answers on available tools.

Get answers on Administrative settings.

Frequently Asked Questions

Get answers and insights on various topics.

Recently Updated

Address Validation and Troubleshooting

Portal 2.0: Users and Roles

Portal 2.0: Transaction Detail

Portal 2.0: Tax Calculator

Portal 2.0: Taxability

Portal 2.0: Reports Overview

Portal 2.0: Messaging

Portal 2.0: Address Validator

Portal 2.0: Tax Rate Override

Portal 2.0: How to Set-up Product Mappings

Portal 2.0: How to Set-up Customer Exemptions

Portal 2.0: How to Set-up Allocations & Product Bundles

Portal 2.0: How to Override Safe Harbor Rates Based on Traffic Study Results

Portal 2.0: How to Override a Tax description

Portal 2.0: How to Upload the Default Transaction Import Template

Portal 2.0: How to Disable Tax Within Ceretax

Portal 2.0: How to Disable Nexus

Portal 2.0: How to Create a Rule

Business Type and Customer Type Definitions

Update a Rule Criteria List

Troubleshooting CereTax Calculation in NetSuite

Tax Rate Override

Why is my rule not applying as expected?

Passthrough Prohibited Taxes

How to Override a Tax Description

Essential Reports

Adding New Users

How Shipping is Calculated in CereTax

Utilizing the Transactions Screen

How to Upload the Default Transaction Import Template

How to Populate the Default Transaction Import Template for Telecommunications

How to Populate the Default Transaction Import Template for General Sales

Granting My Compliance Partner Access

Why is the calculation base higher than the invoice revenue amount?

What is the Federal NANPA Fund?

What is the Federal Cost Recovery Fee?

May 2024 CereTax Portal Release

How to Disable a Tax

How to Override FCC Safe Harbor Rates Based on Traffic Study Results

How to Set-Up Allocations & Product Bundles

How to Disable Nexus

How to Set-Up Customer Exemptions

How to Set-Up Product Mappings

Reports Overview

Featured Articles

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Contact by email

support@ceretax.com