United States

Integrate with your own TaxJar account

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 > United States 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.

When you integrate with your TaxJar account you can choose whether you want to add your tax registration number to your customers' invoices, or not. You can also 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.

Make sure to hit 'Save' after you've made any changes.

Automatic Tax Calculations by Billsby

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.

As stated, in order to qualify for our automatic tax calculations offer, you must only have one nexus. So this option wouldn't be suitable if you have more than one nexus, or if you use Fulfilment by Amazon for example. To complete the automatic tax calculations process just type in your nexus address and click 'Confirm'.


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