{"id":518618,"date":"2025-12-24T10:06:35","date_gmt":"2025-12-24T10:06:35","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=518618"},"modified":"2025-12-24T10:50:33","modified_gmt":"2025-12-24T10:50:33","slug":"odoo-taxjar-connector-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-taxjar-connector-documentation\/","title":{"rendered":"User Guide for Odoo TaxJar Connector\u00a0"},"content":{"rendered":"\n
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Introduction<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n

Odoo TaxJar Connector<\/a> connects Odoo with TaxJar API to manage U.S. sales tax using imported categories and nexus regions.<\/p>\n\n\n\n

Odoo TaxJar Connector calculates accurate tax on sales orders in real time, while avoiding the creation of any TaxJar transactions.<\/p>\n\n\n\n

Accordingly, the connector creates TaxJar transactions during invoicing based on the selected workflow timing, such as posted or paid invoices.<\/p>\n\n\n\n

At the same time, the connector automatically updates or creates refunds for invoice changes, cancellations, and credit notes, ensuring smooth compliance.<\/p>\n\n\n\n

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Features<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n
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  1. Calculates sales tax instantly on orders using delivery address and TaxJar category.<\/li>\n\n\n\n
  2. Applies TaxJar taxes only for deliveries within active imported nexus regions.<\/li>\n\n\n\n
  3. Allows choosing TaxJar transaction creation on posted or paid invoices.<\/li>\n\n\n\n
  4. Automatically updates or deletes TaxJar transactions on invoice changes.<\/li>\n\n\n\n
  5. Syncs refund creation, updates, and deletions from Odoo to TaxJar.<\/li>\n\n\n\n
  6. Enables full control over automated tax transaction actions.<\/li>\n<\/ol>\n\n\n\n
    \n

    Installation<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n
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    1. Once you purchase the App from Webkul store, you will receive a link to download module’s zip<\/strong> file<\/strong>.<\/li>\n\n\n\n
    2. Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018wk_odoo_taxjar_connector’.<\/li>\n\n\n\n
    3. Copy and paste this folder inside your Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n
    4. Now, open Odoo App<\/a> and click on the Settings menu. Here, click on Activate Developer Mode<\/strong>.<\/li>\n\n\n\n
    5. Then, open Apps menu and click on \u2018Update Modules List<\/strong>.\u2019<\/li>\n\n\n\n
    6. In the search bar, remove all the filters and search \u2018wk_odoo_taxjar_connector.\u2019<\/li>\n\n\n\n
    7. You will be able to see module in the search results. Click on \u2018Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n
      \n

      Workflow<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n

      1. After installation, open the Odoo backend and access the main application menu from the top-left corner.<\/p>\n\n\n\n

      Next, from the list of available apps, click TaxJar Connector<\/strong> to open the TaxJar dashboard inside Odoo.<\/p>\n\n\n\n

      \"navigate-to-taxjar\"<\/figure>\n\n\n\n

      2. At the same time, the connector automatically updates or creates refunds for invoice changes, cancellations, and credit notes, ensuring smooth compliance.<\/p>\n\n\n\n

      \"new-connection\"<\/figure>\n\n\n\n

      3. On the connection form, first<\/strong> enter a suitable Name<\/strong> to identify the TaxJar connection.<\/p>\n\n\n\n

      Next<\/strong>, paste the API Token<\/strong> generated from your TaxJar account into the API Token field. Then<\/strong>, switch the connection status to Active<\/strong> so Odoo can use the TaxJar configuration.<\/p>\n\n\n\n

      \"add-crdentials\"<\/figure>\n\n\n\n

      4. Finally, click Test Connection<\/strong> to verify the entered TaxJar credentials. Odoo validates the details and displays the message \u201cConnection successful !!!\u201d<\/strong> on the screen.
      <\/p>\n\n\n\n

      \"connection-successful\"<\/figure>\n\n\n\n

      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.<\/p>\n\n\n\n

      From here, you can import TaxJar Categories and Nexus Regions directly into Odoo for further tax configuration.<\/p>\n\n\n\n

      6. Next, under the Configuration<\/strong> tab, you can manage real-time TaxJar transaction behavior for invoices and credit notes.<\/p>\n\n\n\n