With TaxJar, you can automate sales tax reporting and filing for various regions. You can sign up to TaxJar in just a couple of minutes.
To begin the process of integrating your TaxJar account with Billsby, head to your TaxJar account page. Next, scroll to the bottom of the page and look for the 'API Token' section. Select the button that says 'Generate API Token' and then copy the token when it appears. Head to Configuration > Taxes > Tax Rates > Canada and click 'Integrate with your own TaxJar account' and this will open up a modal where you can paste the API token.
Once pasted, you'll need to specify the product category as well as your auto-file preference.
After you have integrated your TaxJar account you'll need to present your tax registration number. You will also need to specify whether you want your customers' tax registration number collected during the checkout journey or not. To do this, either hit the toggle on or off.
Subsequently, you will need to let us know whether customers who provide a tax registration number are exempt from paying tax or not. To do this, either hit the toggle on or off.
If you're unsure what sales tax to charge your customers, don't worry. Here at Billsby we offer you an additional service to calculate your sales tax for only $0.02 per transaction. This cost is not included in the $5000 free trial, however.
With the Automatic Tax Calculations we still require your tax registration number. Once we have validated this address you will need to specify the product category and consent to the $0.02 transaction fee for the service.
You will also need to specify whether you want your customers' tax registration number collected during the checkout journey or not. To do this, either hit the toggle on or off.
Updated about 2 months ago