TaxJar Integration
Setting Up TaxJar
Purpose:
The purpose of this walkthrough is to help you set up your TaxJar account in the Webforce system. You will need to have access to both your TaxJar account and Webforce account.
Pre Requisites:
WF account
TaxJar account
Token and Test Token
Set up various integrations with ease.
Click on Integrations on the left side menu. Here you can view all your current integrations.
Click the blue plus sign to add additional integrations
As you can see there are many different types of integrations to add. If you are looking for something specific like Taxes you can search by name or categories
You can either create a new TaxJar account from here or configure it if you already have the information.
Every integration will require a key
Here is TaxJar:
Open a new tab and log into your TaxJar account:
Click Account
Click TaxJar API
Copy each key and go back into your WebForce account
Optional fields:
Provider: This could be used to separate TaxJar transactions by provider. This is a function of TaxJar not WebForce
Prefix: Identify the transactions on TaxJar
Example: wfhq
Only calculate taxes: If you mark this option, the integration only will be used to calculate taxes, but it won’t report any transaction to TaxJar. So, be very careful when you enable it.
Make sure to hit save after you enter the information.
Once completed, you will be able to see TaxJar with your other integrations.
Once you see TaxJar in your integration you will go to "Gateways" under "Settings"
Click on the 3 dots of the top right corner of the gateway that you want to integrate with TaxJar
Click on "edit"
Click on "Taxes"
Towards the bottom of the page you will see the TaxJar integration. Click on the 3 dots on the right side
Click "Select"
Your gateway will now be integrated with TaxJar. Make sure you click Save once you are finished
Fixing API not toggled in certain states
Go to app.taxjar.com and log in to your account.
Go to Account Settings.
Under Account settings locate State Nexus Settings.
Choose state with the API not toggled.
Scroll down to Advanced calculating settings, and hit edit to enable or disable API for that state.
Save Changes.
How to verify if the gateway/ integration is working:
After saving the Taxjar integration setting follow these steps.
Go to the Settings tab on your instance.
Go to down to Gateway.
On the Gateway that you are you using, click on the three vertical dots and click on edit.
On the window that opens, we will go to taxes.
At the bottom of the window you will see your Taxjar Integration. Click on the three dots on the right side and click on select.
Click save.
Checklist:
Log into WF
Log into TaxJar account
Go to integrations
Fill out all the information needed
Make sure to select the integration for your payment gateway
Save changes