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TaxJar is a sales tax compliance software
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for which we've created an integration
with Infigo.
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This allows our users to calculate sales
tax rates during the ordering process.
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Now, traditionally, this functionality
was only available to our US customers
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who often have to deal with complex sales
tax rates
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between states.
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However,
we're now rolling out this functionality
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to all countries supported by the TaxJar API.
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This covers the EU, Canada,
the US, Australia and the UK.
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If you'd like to take advantage
of the TaxJar integration,
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then you will require
the professional version of their product,
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which then includes
the API lookups at the time of writing.
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TaxJar do offer a 30 day
trial of their professional version,
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which does include API access.
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If you want to give this a try.
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To begin, we're going to navigate
to our tax providers screen.
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If enabled, a TaxJar
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and entry will be displayed
on this tax provider screen.
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If this is your first time
configuring TaxJar with Infigo,
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you'll likely need to enable it
on your platform.
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Please submit a support ticket
under a new module inquiry to request this
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and then we'll let you know
once this has been enabled.
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So we need to mark
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the TaxJar
plug in as the primary tax provider.
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We do this by clicking select
next to the relevant row.
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So by default you'll likely have fixed tax
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rate provider
marked as the primary provider.
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Just locate the TaxJar row
when you've got it activated
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and click on select.
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Next, we need to actually configure
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the TaxJar plugin
with a few additional bits of information.
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So sticking on the same row
go across to the configure
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icon.
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So next
you're going to need to obtain your API
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key from your TaxJar account.
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so begin by navigating to TaxJar
and logging into your account.
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And then you want to identify the TaxJar
API token page.
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Now at the time of writing,
this is located
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under the account section
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and then tax your API.
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But of course this is subject to move.
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Once you've
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access this page, you'll have access
to a live token along with the ability
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to generate and use a sandbox token
which you can use for testing purposes.
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So you want to copy the relevant token.
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You can use this button
on the right hand side and then return
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to the TaxJar
configuration page within Infigo
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it and
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put the copied token into the API
key field here.
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So just copy and paste it
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and then we can
look at some of the other options
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that we have available.
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So the next option down
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is the default tax for invalid address.
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So here you can specify a default
tax value for use if the address is
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classified
as invalid and a price can not be obtained
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from TaxJar itself.
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Next time we have include city
in rates for location code.
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So this allows further
refinement of the rates calculation
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by including the city field.
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So this field is drawn from either
the default customer address
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or the taxed based on setting,
which I'll show in a few minutes,
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which is under the tax settings.
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And this setting allows
the selection of the billing,
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shipping or a default address.
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We then have include street floor
rates for location code.
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This is the same
as the one above but is looking at the
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address one field
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rather than the city
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and then scrolling down again.
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This is where we have the ability
to select
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the TaxJar, plug in to
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be applicable to different countries.
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So by default
we have applied for the United States
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and in the case of my platform,
the United Kingdom,
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you'll see that we have all of the other
available countries within the TaxJar API
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and those can just be activated
by clicking the enable key
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and then make sure we click
Save at the bottom to store
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all of those settings.
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So next
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we want to navigate to our tax categories.
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So products requiring tax calculation
by TaxJar require a tax category
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to be specified so we can create these
on this particular screen.
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So in this case,
make a brand new ones for go and add new
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that I'm just going to type
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in a tax category name.
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So your tax categories
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are the different bands of tax
that can be applied to products.
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So on the tax category screen,
you are specifying
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little more than a category name.
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How this category is used,
such as its rate
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is specified in other areas of Infigo
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Depending on the scenario, a tax
category might relate to particular rates.
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The behavior of a particular country,
or in this case we might simply
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just create a category
specifically to be assigned for TaxJar
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click on
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save to store that tax category.
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Next, I'm going to navigate
to my product management.
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So we must assign a tax category
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to the products we wish
to have the rate calculated by TaxJar
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Joe So these options are defined
in the product variance settings.
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The easiest way to access
these is by clicking on the plus icon
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next to your product of interest.
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And then the table that appears
is the product variance settings.
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So we can click on edit
over on the right hand side of that table.
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We then make sure we're on the info tab
and scrolling quite far down this list,
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you'll see we have a tax section
available.
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One is the options
just to make the product tax exempt.
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So no tax at all.
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Otherwise we can select
from the available list of tax categories.
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So you can have multiple sites here
or you can just have one small select.
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So our newly created tax category
in this case in this case
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and click save.
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Finally to complete this process,
we're going to go to our tax
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settings.
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So I mentioned this a little earlier on.
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We do have this tax based on field here,
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which allows you to choose
whether the billing or shipping
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address of a customer is used for tax
purposes.
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Defaults can also be selected
in this dropdown, at which point
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the following series of default
tax address
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details are utilized.
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So these default details
also act as a fallback should
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the primary option not be available.
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So moving up a little bit,
we also have some tax display options.
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Now, there's no requirement
to modify these for the TaxJar plugin.
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However, it can be useful in order to see
that it's functioning correctly. So
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in this selection, here are
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a number of display options
which will impact how the tax is displayed
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to the end user whilst navigating
the front end of your storefront.
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So you can just select those
as you see necessary
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and then make sure you click save.
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So that's
how configuration completes in this stage.
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We're now going to test
whether or not plug in is working
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so I'm going to go first to my
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customer management screen.
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Now, what I've got in my case
is a few test uses which I've set up
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and all I've done in these test uses.
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So if I go into our California
one for example,
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is I've made sure they've got addresses
specified in different locations.
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In this case, I've done it in different US
states as that's the primary use case
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for the TaxJar plug in up to this point.
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So I'm going to impersonate
one of these users to view the frontend
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of our storefront as they would
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now. Depending on your tax settings,
updated tax
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information will be displayed
as early as the home page itself.
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So you see, for example, in this case,
I've got a few featured products
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where I've got the price being displayed,
including the
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OR including our tax.
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The basket can also be configured
to display the amount of tax calculated
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along with the rate drawn from TaxJar
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So in this particular case, we can see
that I've got my individual products
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in my basket with the VAT included
or the tax included.
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And also on the right hand side,
you can see I've got different
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tax rates
being brought in all two different
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two different sections.
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And in this case, we can see two tax fees
due to they've been different products
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in the basket
being in different tax categories.
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I'm now going to impersonate
to use a case in a different state
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to see if we get a different tax rate
being brought through.
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So I can see that already that I've got
some different prices being shown.
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And if I go back to my basket here,
I can see that the rates of tax
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being brought through differs
from what I previously saw.
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That's because the different rates for
the different states are being brought
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through from TaxJar.