Tax integration
Connect TaxJar to Plandalf
Let TaxJar work out US and Canadian sales tax on every Plandalf checkout, and record it on the invoice.
No credit card required. No coding required.
StripeTaxJaraddress enteredtax calculatedinvoice.paid
Overview
How TaxJar and Plandalf split the work
Plandalf runs the checkout and the invoice. TaxJar works out the tax for the buyer's address at the moment of sale.
Direct connection available
TaxJar is connected under Settings, Payments and Tax Integrations, then chosen as the tax provider under Settings, Tax. At checkout Plandalf asks for the buyer's address, TaxJar returns the rate, and the tax lands on the invoice.
TaxJar owns
- Rates and jurisdictions
- Nexus and registrations
- Filing
Plandalf owns
- Asking for the address
- Showing the right total at checkout
- Recording tax on the invoice
Set it up
Connect TaxJar in three steps
The short version. No code unless you want it.
- 1
Connect TaxJar
Settings, Payments and Tax Integrations, then Connect TaxJar with your account credentials.
- 2
Make it the tax provider
Settings, Tax: choose TaxJar and the regions you collect in.
- 3
Run a test checkout
Use addresses in the regions you collect in and check the totals and the invoice before going live.
- Browse TaxJar connections →
Triggers and actions
Start with the sale. Build whatever comes after.
Any checkout event can start an automation with the whole order in hand. Stack the steps, wait between them, branch on what was bought.
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Checkout completedOrder #4821 · Maya Chen · $249.00Fired
Send receipt emailPostmarkDoneEmails Maya her receipt the moment she pays, from your domain.
Integrations
Keep your site. Upgrade how it sells.
Plus a fully documented REST API and webhook layer for whatever’s not in the list.
Questions
Common questions about TaxJar and Plandalf
The short answers. The docs have the long ones.
How does Plandalf connect to TaxJar?
Connect TaxJar under Payments and Tax Integrations, then select it as the tax provider. Test the checkout total and invoice before going live.
What does Plandalf send to TaxJar?
Plandalf sends the address and taxable items for a calculation, then records the returned tax on the checkout and invoice.
When is tax calculated?
At checkout, once the buyer's address is known, using TaxJar. The total the buyer sees is the total they pay.
Does the tax show on the invoice?
Yes. The invoice records the rate, the amount and the jurisdiction TaxJar returned.
Do I need a TaxJar account?
Yes. Plandalf connects to your TaxJar account; your nexus and registrations live there.
Can I test the calculation?
Yes. Run a test-mode checkout with addresses in the regions you collect in and check the totals before going live.
The team
Built by a team obsessed with conversion.
15+ years building SaaS businesses together. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves.
No credit card required. Nothing to migrate.