TaxJar Connector

Go to Settings > Users & Companies > Users, then enable the TaxJar Connector option.

TaxJar Module

Once access rights are enabled, users can access the TaxJar module from the Odoo dashboard and use it easily.

TaxJar API Token

The TaxJar API Token section, where user can copy the Live or Sandbox token to connect TaxJar with Odoo for real-time tax calculations.

Go to TaxJar > TaxJar Configuration, create a new record, and enter the required integration credentials. Then click Test Connection with TaxJar to authenticate the connection.

When the user clicks Test Connection and the credentials are valid, the status will change to Verified. After verification, click the Sync States button to synchronize state data from TaxJar.

Here, the user can see that the states have been successfully imported or updated in Odoo.

TaxJar Nexus States in Odoo

The TaxJar Nexus States synced from TaxJar into Odoo, listing state-wise tax nexus details such as State Name, State Code, Country, and the associated TaxJar Configuration.

The TaxJar dashboard also displays a list of TaxJar Nexus States, allowing users to view the states where they have tax obligations.

Sync Categories

In the TaxJar Configuration, the user can click the Sync Categories button to import product categories from TaxJar into Odoo.

Here, the user can see that the categories have been successfully imported or updated in Odoo.

TaxJar Categories in Odoo

The TaxJar Categories synced from TaxJar into Odoo, listing state-wise categories details such as TaxJar name, TaxJar ID, and the TaxJar Configuration.

This is the Product Category Library section from the TaxJar dashboard, where users can look up and review various product categories along with their corresponding codes and descriptions.

On the product detail page, under the General Information tab, there is a field for the TaxJar Category. Users can use this field to assign the appropriate TaxJar category to the product.

When a category is assigned to any product, that product will automatically appear under the 'Associated Products' tab in the corresponding TaxJar Category form.

In the Fiscal Position configuration under the Invoicing module, users can assign a TaxJar account, specify the country, and configure tax mappings to apply specific taxes on products based on the selected fiscal position.

In the Sales Quotation form, under the "Other Info" tab, users can assign a Fiscal Position—such as "Browseinfo Taxjar"—which will apply the corresponding tax rules configured in the Fiscal Position settings.

TaxJar Sales Tax Calculator

The TaxJar Sales Tax Calculator displays the sales tax calculation for a customer's location, indicating a total sales tax rate of 9.250%, which includes state, county, and district tax rates.

Now the user can add the product to the order line, and the California tax calculated by TaxJar is automatically applied to that product. Afterward, the user can proceed to add the shipping.

Now that the shipping method with tax has been added, the user can confirm the order by clicking the Confirm button.

Delivery Order

The sales order has been confirmed, and the user can now create the invoice by clicking the Create Invoice button.

In the Other Info tab of the invoice, the user can see BrowseInfo TaxJar selected in the Fiscal Position field. The user can now proceed to confirm the invoice.

The user has now confirmed the invoice, and it is in the Posted stage. The Exported to TaxJar boolean is enabled, and the Transaction ID for TaxJar is visible.

The user can now copy the TaxJar Transaction ID, navigate to the TaxJar transactions page, and search for that ID. There, the user can see that the transaction has been successfully updated in TaxJar, along with the complete transaction details.

The user can now reset the invoice to draft by clicking the Reset to Draft button.

Since the invoice has been reset to the Draft stage, the TaxJar Transaction ID has been removed from the invoice. As a result, the corresponding transaction has also been deleted from TaxJar.The invoice can now be confirmed again by clicking the Confirm button.

Now that the invoice is in the Posted stage, the user can see the TaxJar Transaction ID displayed on the confirmed invoice.Then user can click the Credit Note button to create a credit note.

The user can now enter the reason displayed on the credit note and click the Reverse button.

The invoice is now in the Draft stage, so the user can click the Confirm button again to confirm the invoice.

Our invoice is now in the posted stage , with the TaxJar transaction ID updated along with the customer credit note.

Now, by going to the TaxJar transaction ID and searching for that ID, the user can see the transaction along with all its details.

TaxJar Tax Rates

TaxJar Transactions

TaxJar Logs