Chapter 41 TaxJar Connect
This chapter describes TaxJar Connect tools and features, which are found in System toolbar and tools. (6863)
TaxJar Connect
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar.
This Solution provides details. (6830)
TaxJar Registration
This Solution describes Registering the TaxJar Connect Add-On. (6854)
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.
This Solution provides details. (6838)
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)
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.
This Solution provides details. (6843)
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)
Tax Exempt
Tax Exempt makes it simple to override tax calculations for tax-exempt customers.
This Solution provides details. (6855)
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)
TaxJar Report
The TaxJar Sales Tax Collected (Detail) report will provide sales tax totals collected from customers. The report will contain customer, invoice #, taxable amount, and tax received along with TaxJar results including State, County, and City.
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 g
TaxJar Report, Expanded
The TaxJar Sales Tax Collected (Detail) report will provide sales tax totals collected from customers. The report will contain customer, invoice #, taxable amount, and tax received along with TaxJar results including State, County, and City.
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Reports let you Export or Print the data you get from TaxJar--li
TaxJar Fields
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Fields have been added to extend processing to Line Items.
This Solution will provide details. (6891)
TaxJar Rates
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Rates captures rate information for reporting.
This Solution provides details. (6892)
Smart Tax
TaxJar Connect uses Smart Tax to switch the Tax Status on Quotes, Orders, and Invoices by matching the Shipping State on the transaction to the State entry on Tax Status.
Smart Tax can also be used by custom solutions like BizApp for iPad.
This Solution provides details (6765).
TaxJar Fixes
Big Business 13.66 and Big Business 14.23 fix a problem with TaxJar Lookup blocking Created Date on new records.
Big Business 11.27 updates Duplicate for Quote, Order, and Invoice so they clear TaxJar results.
This solution describes TaxJar Connect fixes. (6941)
TaxJar Mappings
You can set TaxJar Connect to Automatic for tax lookup from Quotes, Orders, and Invoices. Or, you create your own Mapping by editing the automatic ones and clicking Save As in the lower right.
Big Business 11.27 and 12.6 update Automatic mappings for TaxJar to use Street and City (instead of just Zip).
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Origin States
These states were listed as origin-based (c. 2017):
Arizona (AZ), California (CA), Illinois (IL), Mississippi (MS), Missouri (MO), New Mexico (NM), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA).
This list may help you understand your results from TaxJar (only). (6944)
Destination States
These states were listed as destination-based (c. 2017):
Alabama (AL), Arkansas (AR), Colorado (CO), Connecticut (CT), District of Colombia (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Nebraska (NE), Nevada (NV), New Jersey (NJ), New York
New States
Big Business lets you immediately use the TaxJar Connect add-on for getting taxes for New States, where you have a new need to file, without disrupting your existing Tax Statuses for your old states. Also, if you are using TaxJar Connect, you can add new New States readily.
This Solution describes using this option. (6999)
TaxJar Response
Big Business uses the Response from TaxJar to record tax details and generate reporting with names of States, Counties, Cities, and Special Districts, along with Rates and Amounts.
This Solution provides details. (7126)
TaxJar Categories
TaxJar maintains a list of product categories for items that are exempt or taxed a reduced rates in some jusrisdictions. With this option, you can assign a Code and have it automatically applied. For example, Food & Grocery has the code 40030 and may be exempt from State tax in some states.
This Solution provides details. (7128)
Tax Code
Tax Code is a new field on Item card, History tab, used to assign a Code for sales tax lookup. Different systems have different code formats so this is simply a text box.
This Solution provides details. (7129)
Nexus States
Nexus States let you list the states you need to collect Sales Tax for. This works with automation to switch the Tax Status on sales, lookup taxes using TaxJar Connect, and so on.
This Solution provides details. (6922)
TaxJar Rollup
Big Business 13.35 fixes the TaxJar Rollup function, which is used in special circumstances to change the Response from TaxJar. The function of TaxJar Connect is to send Taxable Subtotal and Shipping amounts with Address information to get a real-time estimate of the tax to collect based on Nexus information you provide.