Kintsugi: automating Shopify's global sales tax processing

General Introduction

Kintsugi is a website that helps businesses automate their sales tax processing. It primarily serves e-commerce and software companies around the world, especially those businesses that have to deal with complex tax rules. The site uses artificial intelligence technology to automatically calculate taxes, track tax nexus, and complete registrations and filings.Kintsugi is simple to use, and connecting to platforms like Shopify and QuickBooks allows businesses to leave their taxes in its hands. It not only saves time, but also reduces errors and ensures compliance. The site offers a free starter program for companies just starting out, while paid services are flexible and on-demand. Currently, over 300 businesses trust Kintsugi to manage their sales tax.

Function List

• Automatically calculate sales tax: Based on the location and amount of the transaction, the tax due is calculated in real time.
• Tracking tax nexus: Monitor where businesses are subject to tax and provide reminders.
• Tax enrollment and filing: Automate state-by-state enrollment and tax document submission.
• AI Tax Assistant: Answers tax questions and gives compliance advice.
• Multi-Platform Integration: Supports Shopify, Stripe, QuickBooks and other tools to connect.
• Address validation: batch check addresses to ensure accurate tax rates.
• Tax exemption management: processing of tax exemption applications and records.
• Real-time notifications: reminders of tax deadlines and compliance requirements.

Using Help

Kintsugi is very easy to use, there is no need for a complicated installation, just sign up on the website and get started. Below is a detailed procedure to help you get started quickly.

Registration and Login

1. Open your browser and type https://trykintsugi.com/, go to the official website.
2. Click the "Sign Up" button in the upper right corner to go to the registration page. https://auth.trykintsugi.com/The
3. Enter your e-mail address, set a password and click "Register". After a few seconds, you will receive a confirmation e-mail.
4. Click on the link in the email to verify your email and log in. After logging in, go to the main screen.

Connecting to a data source

Kintsugi needs to be connected to your business platform to work. Here's an example from Shopify:

1. Once logged in, click on the "Integrations" option on the main screen.
2. Find Shopify and click Connect.
3. The system will redirect you to the Shopify login page to enter your Shopify account information.
4. To authorize Kintsugi to access your sales data, click "Allow".
5. After a successful connection, Kintsugi will automatically import your transaction history within minutes.

In case of QuickBooks or Stripe, the steps are similar, just select the corresponding platform and authorize it. Once connected, Kintsugi synchronizes data in real time.

Setting up tax automation

After connecting to the data source, you can enable the Auto Tax feature:

1. Click on "Platform Overview" in the main screen.
2. Select "Automated Sales Tax Calculations" and click "Enable".
3. The system will calculate the tax for each state or territory based on your sales history. You can view the results in the Dashboard.
4. If you need to adjust rates or rules, click on "Settings" to manually enter special requirements.

Tracking tax links (Nexus)

Kintsugi automatically analyzes your sales data and tells you where you need to pay taxes:

1. Click on "Nexus Tracking" in the left menu.
2. The system displays a map indicating the states or regions where you have sales.
3. Kintsugi will light up with a red alert if a state's transaction volume reaches the tax threshold.
4. Click on Alerts to view a detailed report, including the number and amount of transactions.

Completion of tax registration and filing

When it's time to register or file, Kintsugi will help you step by step:

1. On the Nexus Tracking page, click on the state you want to register.
2. Select "Register Now" and fill in basic company information (e.g. name, address).
3. Kintsugi generates registration documents for submission to the corresponding state tax authorities.
4. When you have finished registering, go back to the "Filings" screen and click "AutoFile".
5. Based on your sales data, the system will generate the return and submit it. The whole process is usually completed within 3-5 days.

Using AI Tax Assistants

When it comes to tax issues, you can use an AI assistant:

1. Click the "TaxGPT" icon at the bottom right corner of the main interface.
2. Enter a question such as "What is the sales tax rate in California?" or "How are returns handled for tax purposes?" .
3. The AI will answer immediately and provide an official link or suggestion. If the question is complex, it will suggest contacting customer service.

View reports and notifications

Kintsugi provides detailed tax reports:

1. On the Reports screen, select a time frame (such as this month or this quarter).
2. Download a PDF or Excel file to view tax details for each transaction.
3. On the Notifications screen, check for upcoming filing deadlines to make sure you don't miss them.

tip

• For first-time users, it is recommended to try the free Starter program to familiarize yourself with the features.
• If you sell on multiple platforms, make sure all of them are connected to Kintsugi.
• If you have questions, contact the customer service e-mail help@trykintsugi.com, they replied quickly.

By following these steps, you can easily hand over your sales tax to Kintsugi and save time to focus on your business.

application scenario

1. Small e-commerce stores
   A small store owner selling handmade jewelry on Shopify with a small monthly volume of transactions involving multiple states, Kintsugi helped him automatically calculate his taxes, alerting him to the states where he needed to register and saving him the hassle of manually checking his tax rates.
2. Cross-border software companies
   A SaaS company sells subscription services in the U.S. and Europe with complex tax rules. kintsugi connects their Stripe account to automatically track tax contacts and complete filings across the region.
3. Fast-growing startups
   An e-commerce startup that just got funded and saw a surge in orders. kintsugi provides real-time tax reporting to ensure they stay compliant as they expand.

QA

1. Does Kintsugi require software installation?
   No. Kintsugi is a cloud-based service, use it directly in your browser, sign up and you're ready to go.
2. What can the free program do?
   The free plan includes basic data connectivity, address verification and tax contact calculations for small businesses just starting out.
3. What platforms are supported?
   Shopify, Stripe, QuickBooks, Chargebee and more are currently supported, with more integrations to be added in the future.
4. What if I miss the filing deadline?
   If the problem is with Kintsugi, they will compensate for penalties and interest. If you forget it yourself, we recommend contacting customer service as soon as possible to deal with it.