Sales tax automation for WooCommerce
TaxJar Professional is a paid plan for the TaxJar – Sales Tax Automation for WooCommerce plugin. It connects a WooCommerce store with TaxJar so sales tax can be calculated at checkout, sales data can be organized for reporting, and filing tasks can be managed through one workflow. The plan is designed for stores that need detailed sales tax handling across locations, products, and order activity.
Real-time checkout calculations
At the cart and checkout pages, TaxJar uses the store address, the customer’s address, order line items, shipping details, and configured TaxJar account information to calculate sales tax. The calculation can include state, county, city, and special taxes. It also considers nexus locations, origin-based or destination-based sourcing laws, shipping taxability, product exemptions, itemized coupon discounts, and sales tax holidays.
TaxJar Professional provides real-time sales tax calculations through the TaxJar API. A Professional account is required for this API-based calculation when a business exceeds 1,000 orders per month. The plugin requires a business address so tax can be calculated according to the store and customer locations.
Reporting and compliance workflow
TaxJar organizes sales data into exportable, return-ready reports at the jurisdiction level. These reports can help store owners review activity by state and prepare sales tax filings. Economic nexus insights let you import sales data to determine where sales have met or exceeded an economic threshold and receive guidance on beginning compliance in a new state.
TaxJar AutoFile can automatically submit returns in the US states where the business is registered. Plans include filings, with additional filings available for purchase. The source information states that filing can be provided in any US state.
Product and channel support
- Configure exemptions for non-taxable products.
- Use built-in sales tax categories for products such as clothing, food, and software.
- Bring sales tax data from other marketplaces or platforms together with WooCommerce data.
- Use the same pricing approach whether nexus is present in one state or multiple states.
Getting started
Onboarding is described as simple, with setup typically taking place within seven days. Pricing is based on the number of WooCommerce orders imported into TaxJar, and the supplied pricing information states that TaxJar Professional starts at $99 per month. There are no setup fees, connector fees, or service filing fees according to the provided product information.
Installation and setup
- Install and activate the TaxJar – Sales Tax Automation for WooCommerce plugin in WordPress.
- Connect the plugin to a TaxJar account and provide the business address.
- Configure nexus locations, product exemptions, and relevant store settings.
- Review the checkout calculations and reporting workflow before using the integration for regular orders.
For stores with more than 1,000 monthly orders, select TaxJar Professional to enable real-time calculations through the TaxJar API.
