company logo

Help center

Go to CartGenie
App DashboardCartGenie Website[email protected]
All collectionsSettingsTaxesIntegrating CartGenie with TaxJar for automatic sales tax calculation

Integrating CartGenie with TaxJar for automatic sales tax calculation

Let TaxJar automatically calculate the correct tax for your customers at checkout

By connecting your CartGenie store with TaxJar, you can automatically calculate the correct sales tax for every order based on your customer’s location and your store’s tax settings. This saves you time, reduces the risk of errors, and keeps you compliant with local tax laws – whether you sell in one state or across multiple regions.

Countries Supported by TaxJar

As of now, TaxJar calculates and manages sales tax only for the United States 🇺🇸.

  • For US-based stores selling internationally, TaxJar will apply tax to US orders only.

  • If you need to calculate sales or VAT taxes for other regions, we suggest using the “Custom” tax calculation method in CartGenie instead.

Step 1: Connect CartGenie to TaxJar

In CartGenie, go to Settings > Taxes and click the “Connect” button on the TaxJar card.

Open Tax Settings

Enter your TaxJar API key.

You can find your TaxJar Live Token API key by going to https://app.taxjar.com/account#api-access

While you’re on the TaxJar API page, be sure to enter your Nexus address(es) if you haven’t already. This is required for TaxJar to calculate your taxes accurately.

Learn about what constitutes a nexus here.

Step 2: Switch Tax Calculation Method to TaxJar

Go to your CartGenie Settings > Taxes page and switch Tax Calculation Method drop down to “Auto”.

Change Tax Calculation Method

Set Default TaxJar Tax Class

Tax classes determine what rate a product is taxed at. Each U.S. state charges a different rate for sales tax depending on these classes. (Example: fresh groceries are often tax exempt in most states). So it is important that you set the tax class that most accurately represents your products.

Click the “Default TaxJar Class” drop down to set your preferred default TaxJar class that will be applied to all products. You can then modify this tax class for each individual product later.

You can click in the dropdown to directly search all available options or you can search on TaxJar’s website here.

info icon
By default, CartGenie sets the default tax class to “Tax Exempt” so be sure to change this to the correct category of the majority of your products or else no taxes will be calculated at checkout.

Step 3: Modify TaxJar Tax Code to Each Product

If you have a variety of products that require a different tax class than your default, you will need to set that manually on each one. Go to your products list in CartGenie.

Go to Products

Open each product and navigate to the Billing & Shipping tab. You’ll now see a new box for “TaxJar Tax Code”.

Click into the TaxJar Tax Code dropdown and select the appropriate class for each product. Be sure to Publish the product once done.

info icon
If you disable the “Only show TaxJar tax classes when editing products” option in your tax settings, you will see both the custom tax calculation class and the TaxJar Tax Code.

Only the active calculation method is used at checkout for determining tax rates. It can be useful to have both methods visible in case your site is live with a custom method and you want to set up TaxJar method in the backend simultaneously (or vice versa).

Done! Your TaxJar set up is complete. If you go to your live site and initiate a checkout, you should be able to enter a shipping address and see the live tax rate calculated at checkout.

Note: Most of the time sales tax is only charged in the same state as your nexus, so enter an address in the same state as your business to see sales tax at checkout – or enter a different state to see if sales tax is hidden correctly.

How Auto Tax Calculation Works

Once integrated, CartGenie sends order details (like shipping address and order total), product details (like tax classes), and shipping price to TaxJar. TaxJar then returns the correct sales tax amount in real-time, which is applied at checkout.

You’ll get:

  • Accurate tax rates for every supported region

  • Automatic updates when tax laws change

  • Peace of mind knowing your rates are always up to date

Notes

In order to send an accurate rate, TaxJar requires your customers enter the Country, State, and Zip (all of which must match - zip cannot belong to a different state than selected).

  • CartGenie has address validation in order to help prevent this from happening; however, a customer might still confirm an incorrect address zip for their state

  • To prevent this error from not charging tax on the order, CartGenie will silently send TaxJar an accurate zip for the state to get an estimated tax rate to charge on the order. (this silent zip is not displayed on the customer’s order)

If a user selects a country other than the United States, TaxJar will send back a tax rate of 0%.

Did this answer your question?
😞
😐
😁