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  2. Anrok Basics

Anrok Basics

Getting started

  • How do I prepare to charge tax?
  • How do I communicate tax changes to my customers?
  • Why does Anrok ask for my SSN?
  • Business summary dashboard

Backfill historic transactions

  • How can I work with missing customer address information?
  • What is historical backfill?
  • Complete the Anrok backfill template
  • How do I resolve an error detected on my transaction?
  • How do I manually add a transaction in Anrok?
  • What address information is required for my transactions?

User management

  • How do I see who has access to my Anrok account?
  • How do I add a team member to my Anrok account?
  • How do I remove team members who should no longer have access?

Product IDs

  • What are product IDs?
  • Set up your product IDs
  • Select a tax configuration
  • How can I archive a product ID?
  • Set up a default product ID

Unprocessed Transactions

  • Resolve unprocessed transactions

Reconciliation

  • Reconciling tax balances
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