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 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.

In the picture the Shipping State matches the State on the Tax Status named ILLINOIS. When this Quote is saved with TaxJar enabled it will switch to this Tax Status and lookup sales tax with TaxJar.

To disable Smart Tax:
1. Go to the Company Card to the Advanced tab
2. Click the checkbox for Disable Smart Tax
3. Click OK to save changes.
You must restart Big Business Clients for this change to take effect.



Related:

(Up) Chapter 41
TaxJar Fixes