The TaxJar Online Tax Lookup integration simplifies sales tax compliance by automating tax calculations directly within the CoreBridge platform. With TaxJar, users can instantly apply accurate tax rates to orders based on customer locations and product types. This integration helps ensure compliance with changing tax laws, reduces manual errors, and saves time, allowing users to focus on business growth.
TABLE OF CONTENTS
- Benefits of Integrating with TaxJar
- How to Integrate CoreBridge with TaxJar
- Integration Settings
- Notifications
Benefits of Integrating with TaxJar
- Automated Tax Calculations: Instantly applies accurate tax rates based on location and product type, reducing manual errors.
- Efficient Compliance: Keeps up with changing tax laws and ensures accurate tax application.
- Time-Saving: Streamlines tax management and reduces the time spent on manual tax calculations.
How to Integrate CoreBridge with TaxJar
To integrate TaxJar with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
2. Select TaxJar.
3. Select Install.
4. Once installed, select View/Edit Settings to connect your TaxJar account to your CoreBridge System.
Note: This will redirect you to Settings / Integrations / Installed Integrations where all integration settings can be managed with TaxJar automatically being selected.
5. To configure your TaxJar account you will need to fill in your API Token. This is found by navigating to the TaxJar website. After creating your account and logging in, navigate to the dropdown in the top right corner of the screen labeled Account. Select TaxJar API. You will be redirected to a screen with a Live Token. This is the number that should be entered in this field.
6. Select Test Connection.
Note: When your account has been configured, you will see the words Success, Account Verified underneath Test Connection.
Integration Settings
There are multiple ways you can select TaxJar as the default tax option.
To set TaxJar as the default on a Location level navigate to Settings / My Business / Locations and select the desired Location.
1. Select the Location Details tab.
2. Use the Default Tax Group dropdown to select Online Tax Lookup.
To set CoreBridge Tax Lookup as the default on a Company level navigate to Sales / Customers / Companies and select the appropriate company from the list.
1. Select the Company Details tab.
2. Under the Accounting Details heading, use the Tax Group Dropdown to select the Online Tax Lookup option.
Selecting TaxJar on an Individual Order Basis
TaxJar can be applied on a per order basis by accessing the Line Items tab or, alternately, through the Order Details tab.
Navigate to Sales / Orders and select the appropriate Order.
Using the Line Items tab:
1. Select Line Items tab.
2. Select the word Tax. This will open a popup.
Note: This link will only be visible if the balance information on the order has been expanded by clicking the upwards arrow.
3. Use the dropdown menu to select Online Tax Lookup.
4. Select Save.
Using the Order Details tab:
1. Select the Order Details tab.
2. Under the Sales Details heading, click on the Tax Group dropdown and select Online Tax Lookup.
Note: With Online Tax Lookup selected, the tax will show as To Be Determined while you are editing the Order. Once the system has detected that you have completed making changes on the order, it will automatically save. This triggers the online tax lookup. The order will then display the appropriate taxes for the customer’s location and product type.