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Integrating tax services
Last updated on: June 7, 2023

Simplify tax calculations, automate financial reports, and ensure tax law compliance by integrating your Ontraport account with tax service tools. With tax integrations, you can manage taxes and make informed financial decisions quickly and efficiently.

Note: Ontraport only offers support for built-in integrations. For assistance with an outside integration, please reach out to their support team using the contact information provided below.

Integrations

TaxJar

Managing taxes based on a customer’s location can be difficult due to the varying tax rates across cities, states, regions and countries. This variability can be overwhelming and may restrict you to only selling products to customers in specific locations. By integrating TaxJar’s services, you can accurately collect taxes and open up new opportunities for sales.

Enable and configure your TaxJar integration

  1. Go to your accountAdministrationIntegrationsTaxJar.
  2. Add your TaxJar live token to the “Live token” field.

  1. (Optional) Update your default tax code.
    • TaxJar will use this code if your products don’t contain a tax code. We recommend keeping the default tax code unless you have a good reason to change it. (For example, if you only sell one product type, such as live training services.) Use TaxJar’s tax categories page to locate applicable codes.
  2. Click Save.

Add tax codes to your products

Applying product-specific tax codes ensures you are charging customers the correct rate. Use TaxJar’s tax categories page to look up the codes for your product categories.

  1. Go to your product collection.
  2. Click on your product and add a code into the TaxJar tax code field.

  1. Click the checkmark to save your value.
  2. Repeat steps 1-3 for the products that need codes.

Fields required to calculate taxes

Whether selling products on an order form or logging a manual transaction, you must send your customers’ location information to TaxJar to calculate the taxes. Use the chart below to determine which location fields you must include on your form.

 
 United StatesCanadaAll other countries
Required fields
  • Country
  • Zip Code
  • State
  • Country
  • State
  • Country

Add your products to order forms

You must collect your customers’ location information on your order forms to calculate taxes. Set the location fields to “required” to ensure that you collect the required information.

  1. Add billing and/or shipping address fields to your order form.
  2. Click on the fields that are required to calculate the taxes.
  3. Check the “Required field?” checkbox.
  4. (Optional) Prefill the address fields to make filling out your form easier for your customers.

  1. Click done.
  2. Save and publish your page.

Calculate tax on manual transactions

TaxJar can calculate the taxes on the manual transactions you create, but you must provide the same location information as you do on forms. The difference for manual transactions is that the required location fields are in your customers’ credit card information instead of on your form.

Offline transactions

Since offline transactions don’t have credit card information to pull from, when you log one, Ontraport will ask you to fill in location fields. This allows TaxJar to calculate the taxes.

For assistance integrating TaxJar with Ontraport, contact Ontraport Support or TaxJar Support.

Pro tip

Shipping address fields have precedent over billing address information. If you provide shipping and billing addresses on your forms or manual transactions, TaxJar will calculate the taxes based on your customers’ shipping address.

Discover Other Ontraport Integrations

Integrations Overview >

Know of any tax services tools that integrate with Ontraport that aren’t listed here? Please email pr@ontraport.com to let us know.

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