NEW! How to sync your Tax Settings from Clover

How to: Sync Clover Taxes to Cojilio

Login to your Online Portal

• Click Settings > Company
• Turn ON Clover Product Sync

Any taxes or flat fees created in Clover will sync to Cojilio.

If you are an existing Cojilio Customer that joined Cojilio prior to March 2022, please reach out to [e-mail] for your advanced tax settings to be turned on. If you joined after April 1st, 2022, advanced tax settings will automatically be turned on. 

I" added new taxes in Clover but they didn't sync into Cojilio":

To ensure your taxes that were created in Clover sync to Cojilio:

• Click Settings > Company
• Beside Company Tax Settings, click Refresh Tax Rates

The new taxes created in Clover that are not included in the list will sync and display.