After installation, go to Taxjar Connector >> Create >> Test Account.

When you Fetch Nexus Location from taxjar, it will create that location as fiscal position in the system. For further tax calculation purposes, we have added new fields for location.

You can see the Categories will appear here on this menu.

Here When you click the Fetch Tax Rates button based on zip code from here. Here you will have two options to fetch tax.

- 1) By using Zip code

- 1) By using State

Here you can see the option for fetch tax rates by using state.

When you fetch tax by State it will start the process in the background. You can see system notify that process started in background.

When tax fetched for all zip code for state it will notify you to check it out

Then go to the Tax Rates, it provides all the fetched tax rates list in the list view.

Here you can see more detail about tax

Then after go to, the contacts and create contact and to sync this contact to the taxjar. Whenever you create any order for this customer, it will automatically set the reference to taxjar.

When clicking the sync to taxjar, it will create a customer to taxjar, And Also you can update details to taxjar using Update details to Taxjar button.

You need to set perfect location for the company

This is the test customer for location california

So here we have selected customer for california and it will automatically select fiscal position of that. e.g. Nexus location

Now you can select the multiple products for in the invoice line.

When you click on CALCULATE TAX button it will fetch taxes form taxjar and set to the lines.

When You click on the ORDER TAX DETAIL link, it will show the Tax Summary for each line

Also, you can see the Tax details for Order.

When you click on the validate invoice, it will create an invoice to taxjar. Also, create a history table to track taxjar transaction history.

Here You can see the taxjar transaction history.

When you create a credit note and validate, at that time it will create refund transactions to taxjar.

Go to the Invoices/Refund History menu here You can see the all invoice refund history in the list view.

Then After Go to the Customer menu when you create invoices/credit notes and validate then it will create a transaction to taxjar and create/update customers to taxjar. So you can track customer wise transaction in the taxjar.