Releventful's TaxJar integration option is available for calculating specific taxes on your invoices. With this feature, you can allow for specific tax rates to be pulled into Releventful for your package and add-on offerings as provided by TaxJar for the various rates across physical locations.
This integration is designed primarily for mobile companies that travel to various locations to conduct business services. Instead of applying your own tax rates as set up in Releventful, the TaxJar integration will allow you to calculate tax rates based on specific locations where events are taking place, as set by TaxJar.
TaxJar Tutorial from Feature Release Notes | November 2023
Setup the TaxJar Integration
Follow the steps below to turn the TaxJar feature on within your account:
Select the settings gear in the left-hand navigation bar.
Expand the “Integrations” menu.
In the integration’s menu, select “TaxJar Setup.”
If you would like to use the TaxJar integration, toggle the setting labeled “Use TaxJar for Tax Processing” to on.
When enabling this feature, you will see a pop-up appear asking if you would like to adjust your TaxJar setting for all your Package and Add-On Templates to match the setting on this page.
Select “Yes,” if you would like TaxJar to be used for the calculated tax rate for all packages and add-ons added to invoices. If “Yes” is selected in the pop-up window, all existing packages and add-ons will now have Tax Jar enabled.
TaxJar Package and Add-On Setting
The TaxJar setting is visible within the settings menu of your package and add-ons. For example, navigate to your packages by selecting the “Templates” icon in the left-hand navigation bar and selecting “Package Templates.” Open one of your existing packages from the list that appears.
The TaxJar feature is listed as a toggle underneath the package description with the label, “Use TaxJar Rate.” To enable or disable the TaxJar rate for this package, toggle this setting on or off.
TaxJar for Package Fees
If you want the TaxJar tax rate to be used for fees included inside of a package, you will need to go into the packages and turn TaxJar ON for those fees. To do this, select the “Fees” tab at the top of a package and edit the fee applied to the package in the list that appears.
In the pop-up window containing the fee details, select the toggle for "Use TaxJar Rate” if you need the rate applied to the fee, and save your changes.
Helpful Tips About the TaxJar Integration
If TaxJar is OFF for any packages, add-ons, or fees, Releventful's tax engine will be used for calculating tax. Please refer to existing tax articles & tutorials for properly setting up tax calculations within Releventful.
If you have some items that you do not want to use TaxJar for, the TaxJar rate setting can be adjusted in the packages, package fees, and add-ons as needed. Additionally, the TaxJar setting can be adjusted inside of every line item included with your invoice to turn it on or off as needed.
Once your TaxJar settings are in place for your packages and add-ons, you can see them appear on your invoices based on the location of a particular event. It is important that the location of your event is correct so that the TaxJar integration can apply the correct tax rate.
When using the TaxJar integration on your packages and add-ons, ensure that the Tax Rate field is set to any option besides "No Tax" (as shown in the screenshot below).
If "No Tax" is selected in the Tax Rate field, the TaxJar integration understands this as no tax needs to be applied. To ensure your TaxJar percentage is applied properly, make sure to set the Tax Rate field to "Other," or another tax option.