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 TaxJar and go to Account > TaxJar API, and copy your 'Live Token'. Then in Billsby, head to Configuration > Taxes > 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.
After you integrate with your TaxJar account, you can add your tax registration number which will appear on your customers' invoices. 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.
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 your 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'.
Updated 4 months ago