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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?
  • What address information is required for my transactions?
  • How can I work with missing customer address information?

Dashboard

  • Check your Data management & Tasks tabs
  • Evaluate your Business summary
  • Review your Exposure map
  • Assess your Taxed sales

Backfill historic transactions

  • What is a historical backfill?
  • Complete the Anrok backfill template
  • Manually backfill your historical transactions
  • Resolve errors detected in a historical backfill
  • Manually add a transaction

Product IDs

  • What are product IDs?
  • Set up your product IDs
  • Select a tax configuration
  • Archive your product IDs
  • Set up a default product ID

Unprocessed Transactions

  • Resolve unprocessed transactions
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