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TaxJar

Configure TaxJar integration for automated sales tax calculation, collection, and compliance reporting.

TaxJar automates sales tax calculation and compliance reporting for your storefronts. When a TaxJar API key is configured, the checkout calculates tax based on the customer's exact shipping address using TaxJar's API instead of relying on manual tax rate tables. After each order is placed, the transaction is automatically submitted to TaxJar for compliance reporting and filing.

The TaxJar admin page lets you manage your API key and view a history of all transactions sent to TaxJar, with date range filtering and CSV export for reconciliation.

Configure TaxJar

  1. From your Unified Admin, go to Partner Integration > TaxJar.
  2. Enter your TaxJar API key in the API keys field in the page header.
  3. Click Save.

To disconnect TaxJar, clear the API key field and click Save. This removes the key from the database and disables automated tax calculation — the checkout will fall back to manual tax rate rules.

API Key

FieldDescription
API keysYour TaxJar API token. Obtain this from your TaxJar account under API settings. When saved, TaxJar becomes the primary tax calculation method for this storefront, overriding manual tax rate lookups at checkout.

The API key is stored per-storefront. Each storefront can have its own TaxJar account or share the same key.

View Transaction History

When a TaxJar API key is configured, the page displays a filterable grid of transactions synced with TaxJar. These transactions are created automatically when orders are placed through your storefront.

  1. Set the Start Date and End Date to define a date range (defaults to January 1 of the current year through today).
  2. Click Filter to load transactions for that period.
  3. Click Reset to return to the default date range.
  4. Click Export CSV to download the filtered transactions as a CSV file for use in spreadsheets or accounting software.

Transaction Grid Columns

ColumnDescription
DateThe date the transaction was recorded in TaxJar.
DescriptionThe first line item description from the order. If the order has multiple items, the description shows the first item followed by "[+N more]".
LocationThe US state or Canadian province where the order was shipped (the "to" state from TaxJar).
AmountThe order amount sent to TaxJar (order subtotal + shipping - promotions).
Tax CollectedThe sales tax amount calculated and collected by TaxJar for this transaction.
TotalThe sum of Amount and Tax Collected.

Transactions are queried from TaxJar's API using the provider identifier PrintNow-Store-{storeId}, which ensures each storefront only sees its own transactions.

How Tax Calculation Works

When TaxJar is enabled, the checkout tax calculation flow is:

  1. The customer enters their shipping address at checkout.
  2. The storefront calls TaxJar's tax calculation API with the order subtotal, shipping cost, and full shipping address.
  3. TaxJar returns the precise tax rate and amount based on the destination's jurisdiction (state, county, city, and special district rates).
  4. The tax amount is displayed in the order summary and saved to the order.
  5. After the order is placed, the completed transaction is submitted to TaxJar with all line items for compliance reporting.

TaxJar handles US and Canadian addresses with jurisdiction-level precision. For US orders, the full ZIP code is sent. For Canadian orders, the province is used. International orders outside the US and Canada fall back to manual tax rate rules.

Tax Calculation Priority

When TaxJar is configured, it takes priority over manual tax rates but is still part of a broader tax calculation chain. The full priority order at checkout is:

  1. Tax-inclusive pricing — if the store uses tax-inclusive pricing, no additional tax is added
  2. Tax-exempt customer — if the customer or their user group is flagged as tax-exempt, 0% tax is applied
  3. TaxJar — if an API key is configured, TaxJar calculates the tax
  4. State + ZIP code rate — manual rate matching both state and ZIP
  5. State-only rate — manual rate matching state only
  6. VAT rate — manual rate with no state specified
  7. Default tax rate — the fallback percentage from Tax/VAT Settings

Tax Exemptions

TaxJar supports tax-exempt customers. When a customer account or their user group has a tax exemption flag set, the storefront sends wholesale as the exemption type to TaxJar (instead of non_exempt), and TaxJar returns a 0% rate.

Associations

AreaEffect
CheckoutWhen a TaxJar API key is saved, the checkout page uses TaxJar's API to calculate tax based on the customer's exact shipping address. This overrides manual tax rate lookups configured in Tax/VAT Settings.
Order ProcessingAfter a successful order placement, the storefront automatically calls TaxJarHelper.CreateTransactionForOrder() to submit the order to TaxJar for compliance reporting. The transaction includes line items, amounts, and the provider identifier.
Tax/VAT SettingsManual tax rates configured in Tax/VAT Settings serve as a fallback when TaxJar is not configured or when an order ships to a location TaxJar cannot process.
User GroupsTax exemption status is checked at the customer and user group level. Exempt customers receive 0% tax from TaxJar via the wholesale exemption type.
OrdersThe calculated tax amount is stored in the order's taxTotal field. The order grand total is computed as subtotal + shipping + tax - promotions.
  • Tax/VAT Settings — manual tax rates that serve as fallback when TaxJar is unavailable
  • Orders — orders include the TaxJar-calculated tax amounts
  • Users — set tax-exempt status on customers or user groups for TaxJar

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