User Guide for Odoo TaxJar Connector 

Odoo TaxJar Connector connects Odoo with TaxJar API to manage U.S. sales tax using imported categories and nexus regions.

Odoo TaxJar Connector calculates accurate tax on sales orders in real time, while avoiding the creation of any TaxJar transactions.

Accordingly, the connector creates TaxJar transactions during invoicing based on the selected workflow timing, such as posted or paid invoices.

At the same time, the connector automatically updates or creates refunds for invoice changes, cancellations, and credit notes, ensuring smooth compliance.

1. Calculates sales tax instantly on orders using delivery address and TaxJar category.
2. Applies TaxJar taxes only for deliveries within active imported nexus regions.
3. Allows choosing TaxJar transaction creation on posted or paid invoices.
4. Automatically updates or deletes TaxJar transactions on invoice changes.
5. Syncs refund creation, updates, and deletions from Odoo to TaxJar.
6. Enables full control over automated tax transaction actions.

1. Once you purchase the App from Webkul store, you will receive a link to download module’s zip file.
2. Extract the file on your system after download finishes. As a result, you will be able to see a folder named- ‘wk_odoo_taxjar_connector’.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo App and click on the Settings menu. Here, click on Activate Developer Mode.
5. Then, open Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘wk_odoo_taxjar_connector.’
7. You will be able to see module in the search results. Click on ‘Install’ to install it.

1. After installation, open the Odoo backend and access the main application menu from the top-left corner.

Next, from the list of available apps, click TaxJar Connector to open the TaxJar dashboard inside Odoo.

2. At the same time, the connector automatically updates or creates refunds for invoice changes, cancellations, and credit notes, ensuring smooth compliance.

3. On the connection form, first enter a suitable Name to identify the TaxJar connection.

Next, paste the API Token generated from your TaxJar account into the API Token field. Then, switch the connection status to Active so Odoo can use the TaxJar configuration.

4. Finally, click Test Connection to verify the entered TaxJar credentials. Odoo validates the details and displays the message “Connection successful !!!” on the screen.

5. After the connection is validated, the connection status changes to Active and shows as Connected. On the same screen, you can access the TaxJar Import Operation section.

From here, you can import TaxJar Categories and Nexus Regions directly into Odoo for further tax configuration.

6. Next, under the Configuration tab, you can manage real-time TaxJar transaction behavior for invoices and credit notes.

• Automatically Create TaxJar Transaction
  Enable this option to create a TaxJar transaction automatically when an invoice or credit note is confirmed. You can also choose the state at which the transaction is created, such as Posted.
  
• Automatically Update TaxJar Transaction
  This option automatically updates an existing TaxJar transaction when you reconfirm an invoice or credit note and the transaction already exists.
  
• Automatically Delete TaxJar Transaction
  Enable this option to delete the related TaxJar transaction automatically when an invoice or credit note is cancelled in Odoo.

7. While configuring a product in Odoo, Select a TaxJar Category on the product form.

This selection is required because Odoo TaxJar Connector calculates sales tax accurately only when a TaxJar category is assigned to the product.

If no TaxJar category is selected, the system cannot apply the correct TaxJar tax rules during tax calculation.

8. Then, enable Use TaxJar Taxes on the quotation or sales order to compute taxes in real time.

Once enabled, Odoo TaxJar Connector automatically calculates the applicable sales tax based on the customer’s delivery address and the selected TaxJar product categories.

9. Once Use TaxJar Taxes is enabled, the system calculates sales tax automatically on the quotation in real time.

Accordingly, the calculated tax appears on each order line and updates the total amount based on the customer’s delivery address and the assigned TaxJar product categories.

10. Once an invoice reaches the posted or paid state, you can manually create a TaxJar entry if required.

From the invoice screen, open the TaxJar Transaction option, choose Transaction or Refund Transaction, select Create, and confirm. This action sends the invoice or refund details to TaxJar.

11. If a TaxJar entry already exists and the invoice or refund changes after it is posted or paid, you can update the TaxJar record manually.

Open the TaxJar Transaction option, choose Transaction or Refund Transaction, select Update, and confirm. This keeps TaxJar data aligned with the latest changes.

12. When a refund is no longer required, you can delete the related TaxJar refund record manually.

From the invoice or credit note, open the TaxJar Transaction option, choose Refund Transaction, select Delete, and confirm. This removes the refund entry from TaxJar.

13. After importing nexus data, you can view all active Nexus Regions linked to the selected TaxJar connection.

Accordingly, these regions define where the Odoo TaxJar Connector applies TaxJar tax rules based on the customer’s delivery location.

14. You can also view the imported TaxJar Product Categories along with their product tax codes.

Then, you select these categories on products to ensure accurate tax calculation using the Odoo TaxJar Connector.

View Transaction Details in TaxJar

Here, the Transactions page in TaxJar displays a list of synced invoice transactions with the date, ship-to state, amount, tax collected, and total.

Clicking a transaction opens Transaction Details, showing shipped-from and shipped-to addresses, item lines, quantities, unit prices, sales tax, and order total.

View Refund Transaction Details

Additionally, refund entries appear separately in the Transactions list.

When you open a refund, the system shows Refund Transaction Details, including refunded items, negative amounts, refunded sales tax, and updated order totals.

Check Synced Transactions List

The Transactions screen lists both invoice and refund entries together.
Additionally, it presents all related records in a single, unified view.

Here, each entry clearly displays the transaction ID, date, state, taxable amount, tax collected, and total value.

View Nexus States in TaxJar

The Your States with Nexus page displays all states where an active nexus applies.

Additionally, for each state, the page clearly shows the nexus status, filing frequency, and API availability.

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