TaxJar Integration
Connect TaxJar for automated sales tax calculation, reporting, and filing.
Overview
The TaxJar integration enables:
- Automatic transaction sync for tax reporting
- Exemption certificate validation
- Nexus tracking across states
- Refund and amendment handling
- Sales tax calculation (optional)
Prerequisites
- TaxJar account (Professional or higher recommended)
- TaxJar API token
- PROIGN tenant with Tax module enabled
- Admin or owner role in PROIGN
Setup Steps
1. Get TaxJar API Token
- Log in to your TaxJar account
- Go to Account → TaxJar API
- Generate a new API token
- Copy the token (shown only once)
2. Configure in PROIGN
- Go to Tax → Settings → TaxJar
- Paste your API token
- Select environment (Sandbox or Production)
- Click "Test Connection"
- Click "Save"
3. Configure Nexus Locations
Set up your nexus states (where you collect sales tax):
- Go to Tax → Settings → Nexus
- Add each state where you have nexus
- Enter your business address in each state
- These will sync to TaxJar automatically
Transaction Sync
Transactions are synced to TaxJar for reporting:
Automatic Sync
When enabled, transactions sync automatically:
- Orders from Fulfillment when shipped
- Manually entered transactions
- Refunds when processed
Manual Sync
Sync transactions on demand:
POST /api/[tenant]/transactions/[id]/sync
// Batch sync
POST /api/[tenant]/transactions/sync
{
"from_date": "2024-01-01",
"to_date": "2024-01-31"
}Transaction Data
Each synced transaction includes:
| Field | Description |
|---|---|
| Transaction ID | Unique identifier (order ID) |
| Transaction Date | Date of sale |
| From Address | Ship from/nexus address |
| To Address | Customer shipping address |
| Amount | Total sale amount |
| Shipping | Shipping charge |
| Sales Tax | Tax amount collected |
Exemption Certificates
Manage tax-exempt customers:
Adding Certificates
- Go to Tax → Certificates
- Click "Add Certificate"
- Enter customer information
- Upload certificate document
- Specify exemption type and states
- Set expiration date (if applicable)
Exemption Types
| Type | Description |
|---|---|
| Resale | Purchasing for resale |
| Government | Government entity |
| Non-profit | 501(c)(3) organization |
| Tribal | Native American tribal exemption |
| Other | Other exemption type |
Refunds & Amendments
Processing Refunds
When an order is refunded, sync the refund to TaxJar:
POST /api/[tenant]/transactions/[id]/refund
{
"refund_amount": 50.00,
"refund_date": "2024-01-15",
"reason": "customer_return"
}Amending Transactions
Correct transaction data after sync:
PUT /api/[tenant]/transactions/[id]/amend
{
"amount": 105.00,
"sales_tax": 8.65,
"reason": "price_adjustment"
}Reporting
Access tax reports from TaxJar:
- State-by-state sales tax collected
- Transaction summaries by period
- Exemption certificate reports
- Nexus threshold tracking
Detailed reports are available in your TaxJar dashboard.
Sandbox Mode
Test the integration without affecting production data:
- Use TaxJar sandbox API token
- Set environment to "Sandbox" in PROIGN
- Transactions won't appear in production TaxJar
- Switch to Production when ready
Troubleshooting
Sync Failures
- Check API token is valid and not expired
- Verify transaction has required fields (addresses, amounts)
- Review error message in sync logs
Missing Transactions
- Verify auto-sync is enabled
- Check transaction date falls within sync period
- Use manual sync for historical data
Incorrect Tax Amounts
- Verify nexus locations are configured correctly
- Check product tax codes are assigned
- Use TaxJar's tax calculator to verify rates
API Reference
# Test connection
POST /api/[tenant]/integrations/taxjar/test
# List transactions
GET /api/[tenant]/transactions
# Sync single transaction
POST /api/[tenant]/transactions/[id]/sync
# Process refund
POST /api/[tenant]/transactions/[id]/refund
# Amend transaction
PUT /api/[tenant]/transactions/[id]/amend
# List certificates
GET /api/[tenant]/certificates