Zip-Tax Setup


Zip-Tax Setup lets you enter your API Key, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.

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Zip-Tax Setup lets you enter your API Key, 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 Zip-Tax button (pictured) and you find the following entries (and more).

Endpoint:
Automatically filled in with: "https://api.zip-tax.com/request/v40?"

API Key:
Go to your email for Your Zip-Tax.com API Key. Copy and Paste 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:


Chapter 41 TaxJar Connect