Retail

Initial Setup of Retail

1min

When you first go to Retail (at the top of your account) -> Dashboard, you will be brought through the initial setup process for Retail.

1

First, you will be brought to the Get Started page. If you select Get Started here, you will go through the next setup steps.

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2

Once selected, you will be brought through the Tax Setup screen.

If you are selecting YES, you will be accepting Taxes, you will see a pop-up below depending on which payout method you have.

Note - Currently tax can ONLY be turned on and used with Retail if you are on Direct Deposits.

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If you select NO for Tax, you will see the following screen:

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Once you select the Tax option, you will click Next.

3

Finally, you will be brought to the last page of the setup.

From this page, you can select to Get Started or take a Guided walk through Retail.

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