Checkout calculations and the monthly order threshold

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

Calculations can account for nexus locations 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. Stores with more than 1,000 orders per month need a Professional account to enable them.

Reports, nexus insights, and filing

When order downloads are enabled, WooCommerce sales data can be sent to TaxJar and organized into exportable, return-ready reports by jurisdiction. Importing sales data also delivers economic nexus insights, showing where sales have met or exceeded a state's economic threshold and offering guidance on beginning compliance there.

TaxJar AutoFile submits returns in US states where the business is registered. Plans include filings, with additional filings available for purchase.

Products and sales channels

Stores can configure exemptions for non-taxable products and use built-in tax categories for items such as clothing, food, and software. Sales tax data from other marketplaces or platforms can be brought together with WooCommerce data. Pricing follows the same approach whether the business has nexus in one state or several.

Pricing and onboarding

Pricing is based on the number of WooCommerce orders imported into TaxJar, and TaxJar Professional starts at $99 per month. There are no setup, connector, or service filing fees. Onboarding typically takes place within seven days.

Installation and setup

1. Install and activate the TaxJar WooCommerce plugin in WordPress.
2. Open its WooCommerce settings, connect a TaxJar account, and provide the business address.
3. Set up nexus locations in the TaxJar account and sync those addresses to WooCommerce. Configure product exemptions and other relevant shop settings.
4. Enable TaxJar calculations. If using TaxJar reporting or filing, enable order downloads as well, then save the settings.
5. Review checkout calculations and the reporting workflow before using the integration for regular orders.