> Let TaxJar work out US and Canadian sales tax on every Plandalf checkout, and record it on the invoice. Source: https://plandalf.com/platforms/taxjar 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. [Start your 14-day free trial](https://admin.plandalf.dev/signup)[How it works](#setup) No credit card required. No coding required. **Stripe** **Plandalf** **TaxJar** - `address entered` - `tax calculated` - `invoice.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. 1 ### Connect TaxJar Settings, Payments and Tax Integrations, then Connect TaxJar with your account credentials. 2. 2 ### Make it the tax provider Settings, Tax: choose TaxJar and the regions you collect in. 3. 3 ### Run a test checkout Use addresses in the regions you collect in and check the totals and the invoice before going live. 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. Integrations ## Keep your site. Upgrade how it sells. Plus a fully documented REST API and webhook layer for whatever’s not in the list. - ![Stripe](https://plandalf.com/images/integrations/stripe.svg) - ![PayPal](https://plandalf.com/images/integrations/paypal.png) - ![Klaviyo](https://plandalf.com/images/integrations/klaviyo.png) - ![Mailchimp](https://plandalf.com/images/integrations/mailchimp.png) - ![ConvertKit](https://plandalf.com/images/integrations/convertkit.png) - ![ActiveCampaign](https://plandalf.com/images/integrations/activecampaign.png) - ![MailerLite](https://plandalf.com/images/integrations/mailerlite.png) - ![Drip](https://plandalf.com/images/integrations/drip.png) - ![Flodesk](https://plandalf.com/images/integrations/flodesk.png) - ![Beehiiv](https://plandalf.com/images/integrations/beehiiv.png) - ![Customer.io](https://plandalf.com/images/integrations/customer_io.png) - ![Postmark](https://plandalf.com/images/integrations/postmark.png) - ![SendGrid](https://plandalf.com/images/integrations/sendgrid.png) - ![HubSpot](https://plandalf.com/images/integrations/hubspot.png) - ![Intercom](https://plandalf.com/images/integrations/intercom.png) - ![Kajabi](https://plandalf.com/images/integrations/kajabi.png) - ![Teachable](https://plandalf.com/images/integrations/teachable.png) - ![Circle](https://plandalf.com/images/integrations/circle.png) - ![Ghost](https://plandalf.com/images/integrations/ghost.png) - ![MemberPress](https://plandalf.com/images/integrations/memberpress.png) - ![Webflow](https://plandalf.com/images/integrations/webflow.png) - ![Framer](https://plandalf.com/images/integrations/framer.png) - ![Shopify](https://plandalf.com/images/integrations/shopify.png) - ![WordPress](https://plandalf.com/images/integrations/wordpress.png) - ![Squarespace](https://plandalf.com/images/integrations/squarespace.png) - ![Wix](https://plandalf.com/images/integrations/wix.png) - ![Next.js](https://plandalf.com/images/integrations/nextjs.png) - ![React](https://plandalf.com/images/integrations/react_app.png) - ![Vue](https://plandalf.com/images/integrations/vue_app.png) - ![Avalara](https://plandalf.com/images/integrations/avalara.svg) - ![TaxJar](https://plandalf.com/images/integrations/taxjar.svg) - ![Slack](https://plandalf.com/images/integrations/slack.png) - ![Zapier](https://plandalf.com/images/integrations/zapier.svg) - ![Tolt](https://plandalf.com/images/integrations/tolt.png) - [\+ more](https://plandalf.com/integrations "All integrations") 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. ![Aarogorn](https://plandalf.com/images/faces/aarongorn.png)![Bilbert](https://plandalf.com/images/faces/bilbert.png)![Buildo](https://plandalf.com/images/faces/buildo.png)![Foundo](https://plandalf.com/images/faces/foundo.png)![Legoli](https://plandalf.com/images/faces/legoli.png) 15\+ years testing every pricing model under the sun. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves. [Start your 14-day free trial](https://admin.plandalf.dev/signup) No credit card required. Nothing to migrate.