FAQ

Find key information to ensure a smooth and efficient onboarding experience with Sphere. For further assistance, our support team is available to help.

Onboarding

I have multiple billing providers - should I connect them all?

You should connect the billings system that is your source of truth for invoices / transaction history. You may have multiple sources of truth (e.g. invoicing for self serve vs invoicing for enterprise), in which case, you should connect both systems. Please be sure that there is no duplicate invoices across systems otherwise this will lead to double counting of transactions in your exposure analysis.

What are the permissions granted to Sphere?

Sphere is granted a number of 'read-only' permissions that allows us to extract all relevant transaction history to accurately analyze your global tax exposure. We are also granted 'write' permissions which are used if you use us for real-time tax calculation. This allows us to push the relevant tax into your invoices / at checkout in real-time.

What data do you access from our HRIS system?

We access employee name, status and work address data so that we can accurately analyze your physical presence across tax jurisdictions

What should I do if my payroll provider is not supported?

If your payroll provider is not supported, you can provide us with an export of your employee data which we can upload into your account. You need to provide us with employee name / ID, work address, start date, status (active, not active) and employee type (FTE, contractor). You can send this to us via email or your shared slack channel.

Can I do this later?

We recommend you do this now as you need to assign product tax codes to a.) accurately analyze your global tax exposure and b.) to calculte tax on invoices / at checkout. If you're unsure about what code to apply to a product, you can come back to it later.

I see many different products being listed!

This is likely due to your billing provider creating one-off products for each of your customers. Note that once you assign a tax code to one product, you can bulk apply that code to other products OR you can use a default tax code to apply one code to all products (this is only recommended if you have ONE product). Reach out to a Sphere representative via email or your shared slack channel if you still need assistance.

What is the default tax code?

The default tax code allows you to apply one product tax code to all your products. This is only recommended if you have ONE product. Different categories are taxed very differently so setting a default can be risky in this case.