How do I create an account and get started with TaxJar?

Getting Started with TaxJar

This guide provides a step-by-step process for creating a TaxJar account and setting it up to manage your sales tax obligations. It's designed for business owners looking to streamline their sales tax compliance.

Create a TaxJar Account

Visit the TaxJar website to start the account creation process. You'll need to provide your email, create a password, and enter basic business information.

Go to the TaxJar website (taxjar.com) and click on the “Sign Up” or “Start Free Trial” button. Enter your email address, create a password, and provide some basic information about your business, such as your business name and location.

Verify Your Account

After registration, confirm your email to activate your account. This step is crucial to access your TaxJar dashboard.

After submitting your information, you’ll receive a confirmation email. Click the link in the email to verify your account and complete the registration process.

Access Your TaxJar Dashboard

Log in to your TaxJar dashboard to manage your sales tax activities. The dashboard is your main tool for handling sales tax calculations and reports.

Once your account is verified, log in to your new TaxJar dashboard. The dashboard is your central hub for managing sales tax calculations, filings, and reports.

Connect E-commerce Platforms

Integrate your sales channels with TaxJar to automate sales data import. This ensures accurate sales tax calculations.

Connect your e-commerce platforms or marketplaces to TaxJar. TaxJar integrates with popular platforms like Shopify, Amazon, WooCommerce, BigCommerce, Walmart, and others. To connect, go to the “Linked Accounts” or “Integrations” section in your dashboard, select your platform, and follow the prompts to authorize the connection.

Set Up Nexus States

Identify states where you have sales tax obligations. This setup is essential for accurate tax liability tracking.

Set up your nexus states. Nexus is the connection between your business and a state that requires you to collect sales tax. In the “Nexus” or “State Settings” section, indicate the states where you have sales tax obligations. TaxJar will use this information to track your sales tax liability in each state.

Enter Business and Tax Details

Provide your business address and tax registration details. This information is used for accurate tax calculations and reporting.

Add your business and tax registration details. Enter your business address, tax ID numbers, and any state-specific sales tax registration information. This ensures TaxJar can accurately calculate and report your sales tax.

Review Imported Transactions

Check the accuracy of your imported sales data. Ensure all transactions are correctly categorized.

Review your imported transactions. TaxJar will automatically pull in your sales data from connected platforms. Review the transactions to ensure everything is accurate and categorized correctly.

Calculate Sales Tax

Use TaxJar's tools to automatically calculate sales tax rates. This is based on your nexus settings and current tax rates.

Use TaxJar’s tools to calculate sales tax. TaxJar will automatically calculate the correct sales tax rates for your transactions based on your nexus settings and the latest tax rates.

Prepare and File Tax Returns

Enroll in AutoFile or generate reports for manual filing. TaxJar simplifies the filing process with automated options.

Prepare and file sales tax returns. TaxJar offers automated filing (AutoFile) in many states. You can enroll in AutoFile or use the platform to generate sales tax reports, which you can use to file manually with state tax agencies.

Explore Additional Features

Discover TaxJar's advanced tools for sales tax reporting and compliance. These features help streamline your tax management.

Explore additional features. TaxJar provides tools for sales tax reporting, economic nexus tracking, and alerts for filing deadlines. Familiarize yourself with these features to streamline your sales tax compliance.