Commerce
TaxJar by Maxmel Tech
22 min
taxjar automates sales tax calculations, reporting, and filing for e commerce businesses integrating taxjar with make com lets users automate sales tax compliance tasks, sync transaction data, and trigger filings based on sales activity across multiple platforms this is ai generated content based on official taxjar documentation the content may still contain errors—please verify important information if you have questions, contact https //taxjar com directly how to get support on taxjar taxjar is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=taxjar\&app slug=taxjar community\&app unique id=tax jar v74eiw requirements to use the taxjar app in make, you must have an active paid account and an api token, https //taxjar com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/taxjar community/ click the install button follow the on screen instructions to complete the setup connect taxjar and {{product name}} to get started, you must first create a connection between taxjar and {{product name}} , allowing the two services to communicate you can connect using the following method api token api token instructions you need to generate your api token login to your taxjar account using your credentials navigate to the section where api tokens can be managed or generated generate a new api token if one does not already exist copy and securely store the generated api token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=taxjar\&app slug=taxjar community\&app unique id=tax jar v74eiw create the connection in {{product name}} https //www make com/en/register , add the taxjar module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your taxjar account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page taxjar modules after connecting to the taxjar app, you can choose from a list of available modules to build your {{scenario plural lowercase}} calculate a sales tax calculates the sales tax based on a specific amount you enter, helping you determine the exact tax to add to your sale create a customer adds a new customer to your system, allowing you to store and manage their information for future interactions or transactions create a refund transaction creates a new refund transaction, allowing you to return funds to a customer for a previous purchase create an order transaction creates a brand new order transaction, allowing you to record and process a customer's purchase within your system delete a customer permanently removes a selected customer from your records delete a refund transaction permanently removes a specific refund transaction from your records delete an order transaction permanently removes a selected order transaction from your records get location tax rates fetches detailed tax rates applicable to a specific location, helping you determine the correct tax amounts for that area get summary rates this module fetches detailed summary rates for every region or state, giving you an overview of rate information specific to each area get a customer fetches detailed information about a specific customer get a refund transaction fetches detailed information about a specific refund transaction, allowing you to view all the relevant details for that particular refund get an order transaction fetches detailed information about a specific order transaction list customers fetches and displays a list of all customers from your account, allowing you to view their details list nexus regions fetches and displays a list of available nexus regions, helping you see which geographic areas are supported for your resources list order transactions retrieves and displays all order transactions that have been created using the api, allowing you to view detailed records of your past orders list refund transactions retrieves a list of all refund transactions that have been created using the api, allowing you to view details of each refund processed make an api call allows you to make any authorized api request to the service, enabling you to interact with endpoints and access features that may not be available in the standard modules update a customer updates the details of an existing customer, allowing you to modify information such as their name, contact details, or other relevant data update a refund transaction allows you to modify the details of an existing refund transaction, such as updating the amount, reason, or other related information update an order transaction allows you to modify the details of an existing order transaction, such as updating payment information, status, or other transaction related fields validate an address checks and confirms whether a given address is accurate and valid, helping ensure your address information is correct watch customers this module activates whenever a new customer is added or when details of an existing customer are changed, helping you stay updated on all customer record activities watch order transactions triggers whenever a new order transaction is processed, allowing you to automatically take action each time an order is completed watch refund transactions triggers whenever a new refund transaction is processed, allowing you to automatically take action each time a refund happens templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} taxjar resources you can have access to more resources related to this app on the following links https //taxjar com https //support taxjar com/category/235 getting started https //developers taxjar com/ https //www make com/en/integrations/taxjar community