TaxJar Professional

Checkout tax follows store and order details

TaxJar Professional is a paid plan for the TaxJar integration with WooCommerce. At the cart and checkout, the integration uses the shop and customer addresses, order line items, shipping details, and TaxJar account options to calculate sales tax. A business address is required, including the city and ZIP code from which products ship.

Calculations can include state, county, city, and special taxes. They can account for nexus locations saved in the TaxJar account, origin-based or destination-based sourcing laws, shipping taxability, configured product exemptions, itemized coupon discounts, and sales tax holidays. Real-time calculations use the TaxJar API and are available on upgraded plans. Businesses with more than 1,000 orders per month need a Professional account for these API calculations.

Order data supports reports and filing

When order downloads are enabled, WooCommerce sales data can be sent to TaxJar and organized into exportable, return-ready reports by jurisdiction. Imported sales data also works with economic nexus review, showing where sales have met or exceeded an economic threshold and providing guidance on compliance in a new state.

AutoFile can submit returns in US states where the business is registered. Plans include filings, with additional filings available for purchase. Pricing is based on the number of WooCommerce orders imported and starts at $99 per month. The pricing information lists no setup, connector, or service filing fees; the price does not change based on the number of states where the business has nexus.

Products and marketplace data

Store owners can configure exemptions for non-taxable products and use built-in tax categories for entries such as clothing, food, and software. Sales tax data from other marketplaces or platforms can be brought together with WooCommerce data.

Setup and order threshold

1. Install and activate the TaxJar sales tax add-on for WooCommerce.
2. Connect it to a TaxJar account and provide the business address.
3. Configure nexus locations, product exemptions, and relevant store options.
4. Review checkout calculations and the reporting workflow before using the integration for regular orders.

For more than 1,000 monthly orders, select TaxJar Professional to enable real-time calculations through the TaxJar API. Onboarding is typically completed within seven days.