TaxJar Professional for WooCommerce

TaxJar Professional is a paid plan for the TaxJar sales tax integration with WooCommerce. The plugin connects a store to a TaxJar account, where sales data can be reviewed for reporting and filing. For stores with more than 1,000 orders per month, a Professional account is required for real-time checkout calculations through the TaxJar API.

How checkout tax is calculated

At the cart and checkout, TaxJar uses the store and customer addresses, order line items, and shipping details to calculate state, county, city, and special taxes. Calculations can account for nexus locations saved in the TaxJar account, origin-based or destination-based sourcing rules, shipping taxability, configured product exemptions, itemized coupon discounts, and sales tax holidays. A business address is required.

Reports, nexus review, and returns

TaxJar organizes sales data into exportable, jurisdiction-level reports for reviewing state activity and preparing returns. Importing sales data also offers economic nexus insights, including where sales have met or exceeded a state threshold and guidance on beginning compliance in a new state.

TaxJar AutoFile can submit returns in US states where the business is registered, and filing is available in any US state. Plans include filings, with additional filings available for purchase. Pricing is based on the number of WooCommerce orders imported into TaxJar; the listed starting price is $99 per month. The product information states there are no setup, connector, or service filing fees. Pricing is the same whether nexus applies in one state or multiple states.

Products and sales channels

• Configure exemptions for non-taxable products.
• Use built-in sales tax categories for products such as clothing, food, and software.
• Combine sales tax data from other marketplaces or platforms with WooCommerce data.
• Apply coupon discounts and shipping taxability rules in checkout calculations.

Connect and configure the integration

1. Install and activate the TaxJar sales tax plugin in WordPress.
2. Open WooCommerce > TaxJar, select Connect to TaxJar, and sign in to or make a TaxJar account.
3. Enter the city and ZIP code from which products ship. The integration detects the country and state from the WooCommerce configuration.
4. Add applicable nexus states to the TaxJar account, then sync nexus addresses to WooCommerce.
5. Configure product exemptions and store settings, then enable TaxJar calculations. If using TaxJar for reporting or AutoFile, also enable order downloads.
6. Save the settings and review checkout calculations and reporting before processing regular orders.

Onboarding is described as typically taking place within seven days. Stores exceeding 1,000 monthly orders need TaxJar Professional for real-time calculations through the API.