Chapter 41 TaxJar Connect
This chapter describes TaxJar Connect tools and features, which are found in System toolbar and tools. (6863)
(Up) Chapter 41
(Next) TaxJar Connect
TaxJar Connect
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar.
Ths Solution provides details. (6830)
(Up) Chapter 41
(Next) TaxJar Registration
Load Addresses
TaxJar Setup
TaxJar Registration
This Solution describes Registering the TaxJar Connect Add-On. (6854)
(Up) Chapter 41
(Next) TaxJar Setup
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.
Ths Solution provides details. (6838)
(Up) Chapter 41
(Next) TaxJar Lookup
Load Addresses
From Addresses
Use TaxJar
Use TaxJar is an optional setting on Tax Status to automatically look up taxes using TaxJar Connect.
This Solution provides details. (6857)
TaxJar Lookup
TaxJar Lookup is an optional button that appears on the Expanded tab of Quote, Order, or Invoice. Click to connect to TaxJar and it will fill in Tax.
This Solution provides details. (6855)
(Up) Chapter 41
(Next) TaxJar Error
Hide/Show
TaxJar Error
TaxJar will respond with an Error if there are any problems with a request.
"No to zip" means the Shipping Zip Code is blank, or not a recognized two-letter code, on the current transaction. Turn on Load Addresses, and that should fix it.
Ths Solution provides details. (6843)
(Up) Chapter 41
(Next) Tax State
Load Addresses
Update Maps
Tax State
Tax State is an optional Field on Tax Status which can be used to automatically select the correct Tax Status by matching the Shipping State entered on a Quote, Order, or Invoice.
This Solution provides details. (6862)
(Up) Chapter 41
(Next) Exempt States
Exempt States
Exempt States limits an Exempt customer to specific States. For example, a Wholesale customer would be marked Exempt and list their Exempt States, where they have a resale certificate or license. If you leave Exempt States blank the customer will be Exempt for all states, which might be the case for a Government customer.
This Solution provides details. (6856)
(Up) Chapter 41
TaxJar Reports
TaxJar Report
TaxJar Connect is an Add-On that automatically connects Big Business to the sales tax system, TaxJar. TaxJar Reports let you Export or Print the data you get from TaxJar--like State, County, and City results--for auditing and reporting.
Ths Solution provides details for the report, TaxJar Sales Tax Collected (Detail). (6890)
(Up) Chapter 41
TaxJar Fields