Guides
CRM, ERP & Tax Integrations

Tax Integrations

6min

Tax integration

📘 Steps to enable tax integration

  1. Obtain tax product code for your business.
  2. Configure account to enable tax integration.
  3. Add address to the customer record.
  4. Call the Tax API to compute sales tax for a customer with the invoice amount.

Tax Product Codes

Get a list of all tax product codes and pick one for your business. View API Reference

Curl


Response from API

JSON


Account Configuration

Enable tax integration at the account level.

Document image

Curl


Customer Setup

Update customer record with address. View API Reference

Curl


Compute Tax for Invoice Amount and Customer

Call Tax API for a customer with the invoice amount. View API Reference

Curl


Response below:

JSON