This documentation is for Taxamo v1. If your account is with Taxamo v2 use the documentation at integrate.taxamo.com/doc.
If you are uncertain of your version please contact support@taxamo.com for assistance.

What do the dashboard features mean?

Here we briefly explain what each element of the dashboard represents, for a more detailed overview please refer to our portal guide.

  1. Compliance Map: This map represents the countries where your customers are located. The dots represent the scale of the transactions in each country and the colour represents your Alert Status. The Alert Status is affected by your known transactions against sales thresholds in the supported countries. The alert status of each country reflects your monitored annual sales to date with the yearly threshold of the country in question.

  2. Tax Summary: This table shows your sales in every Taxamo supported country and your liability for enabled regions. It also shows when your next action is due and the alert status for supported countries. Click on ‘Configure’ in the dashboard to view more information about supporting any region. You can toggle between the reporting periods of monthly, quarterly, and yearly. The threshold monitoring reflects these periods.

  3. Threshold Monitor: Many countries have transaction thresholds, under which you will not have a tax liability in that country. The threshold monitor compares your known transactions against the country’s transaction threshold on a month by month basis. This should alert you if you are trending toward breaching a threshold, giving you time to decide on how to manage your compliance. This is purely indicative and you should consult a tax advisor to ensure your business is compliant.

  4. Tax Liability Comparison: This shows current and past tax liabilities.