TaxJar by Maxmel Tech

taxjar is a cloud based platform that automates sales tax calculations, reporting, and filing for businesses integrating it with make com streamlines tax compliance workflows, enabling automated tax management within broader business processes and reducing manual effort for users 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 taxjar account and an api key, 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 key,bearer token api key instructions you need to generate your api key login to your taxjar account using your credentials navigate to the account section go to the api access area generate a new api token note the generated api key bearer token instructions you need to generate your api key login to your taxjar account using your credentials navigate to the account section go to the api access section generate a new api token note the generated api key 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 for a specific amount by determining how much tax should be added based on the provided value create a customer adds a new customer to your account, allowing you to store their details and manage their information for future transactions or communications create a refund transaction creates a new transaction to process a refund for a previous payment create an order transaction creates a brand new order transaction, allowing you to record and manage a purchase or sales order 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 taxes to apply based on address or region get summary rates this module fetches detailed summary rates for every individual region or state, giving you a clear overview of rate information across different areas get a customer fetches detailed information about a specific customer get a refund transaction fetches detailed information about a specific refund transaction get an order transaction fetches detailed information about a specific order transaction list customers fetches and displays a list of all your customers, allowing you to view their details in one place list nexus regions fetches a list of available nexus regions, allowing you to see all the regions where your resources can be managed or deployed list order transactions retrieves and displays all order transactions that have been created via the api, allowing you to view a list of your existing transactions list refund transactions retrieves a list of all refund transactions that have been created via the api, allowing you to view details of each refund processed through your system make an api call allows you to make a custom api request to the service using your own parameters and authorization, giving you flexibility to access features or data not covered by 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 customer data update a refund transaction allows you to update the details of an existing refund transaction, such as modifying the refund amount or adjusting other related information update an order transaction allows you to modify the details of an existing order transaction, such as updating payment information, order status, or other transaction related fields validate an address checks and verifies whether a provided address is accurate and exists, 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 modified, helping you stay up to date with any changes in your customer database watch order transactions triggers whenever a new order transaction is created, allowing you to automatically respond or take action each time a customer places an order watch refund transactions this module activates whenever a new refund transaction is processed, allowing you to automatically respond or take action whenever a refund is issued 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 //startintegrate com/apps/finance trading/tax jar v74eiw https //www make com/en/hq/app invitation/2cf4b4345dc466c223c937f0ca529938 https //www make com/en/integrations/taxjar community