TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar.
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TaxJar Connect is an Add-On for Big Business to automatically connect to the sales tax system TaxJar.
So far it works two ways:
TaxJar Lookup puts a button on the Expanded tab of Quote, Order, and Invoice
Use TaxJar puts a checkbox on a Tax Status to automatically perform the lookup when you save Quote, Order, or Invoice
To set up:
1. Go to Company card, Upgrade, TaxJar and enter Registration. Email to email@example.com if you'd like a Trial code for your Data File. The Trial Code for the Demo File is 9216. Click OK to save.
2. Re-open the Company card, Company Prefs tab, and click TaxJar Setup button. Enter your API Token found in your TaxJar.com Dashboard by going to Account, SmartCalcsAPI. Choose Automatic for Quote Taxes, Order Taxes, and Invoice Taxes. Click OK to save.
3. Go to Customer Prefs and turn on Load Addresses.
Restart Clients to load the new settings and on the Expanded tab of a Quote, Order, or Invoice click the TaxJar Lookup button when ready.