TaxJar by Codex Solutions International

taxjar is a cloud based platform that automates sales tax compliance, offering real time calculations, reporting, and filing across jurisdictions integrating with make com streamlines tax workflows, reduces manual effort, and ensures accurate, compliant sales processes for businesses 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 //support 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=taxjar 2hvyvw requirements to use the taxjar app in make, to use the api you must have an active taxjar account and an api key, https //www 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 from your taxjar account log in to your taxjar account using your credentials navigate to the section where you can manage or generate your api token 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=taxjar 2hvyvw 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}} create customer adds a new customer to your taxjar account by sending their details through the taxjar api create order transaction easily create a new order transaction in taxjar by providing all the necessary details, including the order amount, tax collected, shipping costs, and a detailed breakdown of each item in the order create refund transaction creates a new refund transaction in your taxjar account by sending the necessary details through the taxjar api this module helps you record refunds for previous sales, ensuring your tax records stay accurate and up to date delete customer permanently removes a specific customer from your taxjar account using the taxjar api delete order transaction removes a specific order transaction from taxjar by using the transaction id you provide this helps you keep your taxjar records up to date by deleting transactions you no longer need delete refund transaction removes a specific refund transaction from your taxjar account using the taxjar api this module helps you delete refund records that are no longer needed get order transaction fetch comprehensive details about a particular order transaction that was processed using the taxjar api, including all relevant order information get refund transaction fetches comprehensive information about a particular refund transaction that was processed using the taxjar api, allowing you to view all relevant details associated with that specific refund list customers fetches and displays a list of all customers that have been added to your taxjar account using the taxjar api list order transactions fetches a detailed list of your existing order transactions that were created using the taxjar api you can also specify a date range to narrow down the results to transactions from a particular period list refund transactions retrieves a list of all refund transactions that have been created using the taxjar api, allowing you to view details of each refund processed through your account list tax categories fetches a comprehensive list of all tax categories from taxjar, providing you with each category’s product tax code and a detailed description this helps you easily identify and understand the different tax classifications available in your taxjar account show customer fetches comprehensive information about a specific customer from your taxjar account using the taxjar api 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 //www taxjar com/ https //codexsolutionsint com/taxjar https //www make com/en/hq/app invitation/75fbea4f47eec628eed216000edfef9f https //www make com/en/integrations/taxjar community