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Select the desired settings:
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Field | Description |
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API Token | Paste your TaxJar API token here. |
Active | Slider button actives and deactivates Tax Jar. |
Use Distribution Center Location as the From Address When Calculating Taxes | If on, UltraCart will send your Distribution Center address as the 'from' address for tax calculations. |
Estimate Tax Only | |
Send test orders through to TaxJar | Allows test orders to be sent over to TaxJar. This is useful for initial testing of the integration. |
Send orders outside your nexuses to TaxJar | Sending orders outside your nexuses will result in more API calls (and possibly higher TaxJar bill), but will allow TaxJar to create new nexuses for states where your orders exceed their minimum threshold for reporting. |
Do not send channel partner orders to TaxJar | If enabled, orders coming in from channels partner integration will not be sent to TaxJar. |
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You may provide a tax code for a customer profile by editing a customer, scrolling to the bottom, and providing codes. The tax section is located at the very bottom of the customer screen.
Tax Exemption Configuration
For Tax Exempt Customers, choose the appropriate Tax Exemption Type from the drop-down list.
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| Info |
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ATTENTION: In order to apply customer specific tax settings (such as non taxable customers) you’ll need to log into TaxJar and create the customer there, then copy and paste the TaxJar Customer Code (TaxJar customer identifier) into the Taxes tab of the customer profile editor, as displayed above. |
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