TaxJar Setup


TaxJar Setup lets you enter your API Token, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.

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TaxJar Setup lets you enter your API Token, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.

Go to System toolbar, Company card, Company Prefs tab, and click the TaxJar button (pictured) and you find the following entries (and more).

Endpoint:
Automatically filled in with: "https://api.taxjar.com/v2/"
Sandbox ("https://api.sandbox.taxjar.com/v2/") does not work unless you purchase a Plus-level subscription.

API Token:
Go to your TaxJar.com Dashboard, to Account, SmartCalcs API.
Copy your "Live Token".
Paste or enter it here.

Test:
Click the "test" button and it will tell you to the Tax Rate for your Zip Code.
Demo File response is "Combined rate for SAN FRANCISCO is 8.5%".

Quote Taxes:
Set to "Automatic".

Order Taxes:
Set to "Automatic".

Invoice Taxes:
Set to "Automatic".



Related:

Load Addresses
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