Using TaxJar

Automatically Calculate Sales Tax for Each Invoice

Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Tax can be calculated automatically in one of two ways. The first is to manually enter the sales tax and labor tax rates for each location. To do so, click the Admin -> Locations tab.

Then click the desired location, and head to the 'Pricing & Scheduling' Tab. From there you may enter the specific tax rates for that location. 

NOTE: Tax rates for mobile jobs depend on the location that the service is performed, and may not be the same as those rates set for your Locations.

For this reason, if you wish to automatically calculate tax, we recommend using TaxJar.
If you have a TaxJar API token you can get sales tax automatically calculated for each location, and each invoice. 

Simply navigate to Admin -> Company Profiles:

From there, click the row corresponding to your account.
Then enter your API Token in the appropriate field, and we'll take care of the rest!

New to TaxJar? Create an account here, and then on the welcome screen, click where it says "do it yourself with SmartCalcs API."

Step 1.

Then click "Generate API Token."

Step 2.

And you're ready to go! 

If you already have a TaxJar account, simply sign in, click the "Account" tab, and then the SmartCalcs API button on the left. Then follow step 2 above. 

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