Integration Configuration
Where to enter a TaxJar API token?
- How to get an API token from TaxJar.
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To get an API token from TaxJar, go to Account > TaxJar API > TaxJar API Token.
If you’re new to TaxJar, Contact us to get started with TaxJar. Otherwise, log in and go to Account > API Access to generate a new API token. 
- Enter the API token in the TaxJar Account on Odoo.
- You can find the TaxJar account menu from invoicing/Accounting > Configuration > TaxJar > TaxJar Account.
Here are some configuration Details :
Apply Tax Breakdown : If checked, a sales tax breakdown will apply separate taxes on the order or invoice. e.g. Special District, City, State, and County taxes.
Refresh Rate : This configuration is added in order to avoid unnecessary API calls. For example, only calling for calculations every 5 hours after refreshing rates if you have used the same location.
Default Invoice Tax Account : Receive every invoice tax amount on this account.
Default Credit Note Tax Account : Deduct every refund invoice tax amount on this account. 
- Enter the API token in the TaxJar Account on Odoo.
How to enable/disable sales tax calculations & transaction sync.
- Sales Tax Calculations
- Enable Sales Tax Calculation : Enter the API token after clicking on the confirm button to check whether the API token is valid. If valid, then the status will move the draft to confirm the changes.
- Once the confirm button is clicked, you can see if the connection is successful. Otherwise, you will receive a warning that the API token is invalid.
Disable Sales Tax Calculation : If you need to disable the TaxJar API within Odoo, you can click on the “Reset to Draft” button. It will change the status to “Confirm to Draft” and the TaxJar integration’s sales calculation feature will be disabled.
- Transaction Sync
- The “Transaction Sync” option will allow you to enable or disable transactions from being synced to TaxJar. If you need to upload/export every transaction into your TaxJar account, you just need to check the transaction sync option. When confirming any invoice or refund/credit note, it will be automatically exported from Odoo to TaxJar.
How do you sync or review nexus states?
- Nexus States in TaxJar.
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In order to calculate sales tax correctly, you must set up your TaxJar State Settings in your TaxJar account. In our example below, we have added some states where we actually need to collect taxes from customers. 
- Nexus States in Odoo.
- Clicking on the “Sync States” button will retrieve all of your nexus states from TaxJar. This list will allow you to quickly see which states you will have sales tax calculations for with Odoo.
Where to review API request logging, as applicable?
We are storing every request and response API call within Odoo in full detail. You can find it under Invoicing/Accounting > Configuration > TaxJar > Logs
Exemptions
How and where to configure Product Tax Codes on products, services, or inventory.
Product Exemptions are a way to flag certain types of products as exempt from sales tax or being taxed at a special rate. With this plugin, you can manage your TaxJar exemptions by mapping Odoo categories with TaxJar Product Tax Codes. A user can also configure the TaxJar category at the product level.- Category Configuration
Product Configuration-
How and where to configure customer exemptions, as applicable.
Configure the customer exemption in the customer screen You can configure the TaxJar Exempt Type in the Sale and Purchase tab.
Sales Tax Calculation
What events trigger a Sales Tax Calculation request.
- 1. Add the TaxJar Account in the Fiscal Position. When you add the TaxJar Account, the plugin will detect automatically and fill up the Country and Federal States. The states come from the TaxJar account.
- 2. Customer Address
3. Creating a sale order or invoice with the customer as Azure Interior, The fiscal position will automatically filled in order based on the customer’s state and country. Whenever you selecting any product in the order the tax directly comes in the TaxJar. Make sure you have configured the TaxJar account in the fiscal position.- * How to calculate taxes in the Sale Order.
- * How to calculate taxes in the Sale Order.
Transactions
When and what event triggers an order or refund to be sent to TaxJar.
- Click on "Confirm" button, The invoice will automatically export/upload in the TaxJar.
- Confirm the invoice after you receive the acknowledgement from TaxJar. Your transaction will be uploaded when the invoice finalized.
- An example of an exported Invoice from Odoo to TaxJar.
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- Here is an example of a credit note. It will automatically create a refund transaction to be uploaded/exported into the TaxJar account.
- Exported Refund Invoice Odoo to TaxJar.
