Certification Quickstart

Table of Contents
  1. Introduction
Guidelines

    To expedite the certification review process, you may follow the instructions below once initial development on the integration is complete.

    By performing specific calculations and transactions from within the platform you’re integrating with TaxJar, our Integrations team will more quickly be able to test that the integration is utilizing the SmartCalcs Sales Tax API properly and satisfies the Certification Guidelines as well as the Certification Checklist.

    Prerequisites

    • Create a shipping coupon of a fixed amount that equals the cost of shipping for the product set up earlier with product tax code 20010.

    Calculations & Transactions

    Perform the following calculations/transactions from within the platform:

    1. Ship-to Address

      certify taxable order
      New York, NY 10019
      US

      Ship-from Address

      123 Fake Street
      Los Angeles, CA 90210
      US

      Add any fully taxable item and discount it by $5.00.

      Include any non-zero amount for shipping.

    2. Ship-to Address

      certify product exempt order
      New York, NY 10019
      US

      Ship-from Address

      123 Fake Street
      Los Angeles, CA 90210
      US

      Add the item mapped to product tax code 20010 that is priced at $109.00 or less.

      Include any non-zero amount for shipping and apply the shipping coupon created earlier.

    3. Ship-to Address

      certify discounted order
      New York, NY 10019
      US

      Ship-from Address

      123 Fake Street
      Los Angeles, CA 90210
      US

      Add two or more different items that are fully taxable.

      Apply the 50% off order-level coupon created earlier.

      Include any non-zero amount for shipping.

    4. Ship-to Address (New Address)

      certify non-nexus order
      Portland, ME 04102
      US

      Ship-from Address

      123 Fake Street
      Los Angeles, CA 90210
      US

      Add any taxable item and complete the order.

    5. Create a tax-exempt customer who is exempt from sales tax in NY. The exemption type should be government, wholesale, or other.

      Check out / complete an order to that customer with the following details:

      Ship-to Address

      certify customer-exempt order
      New York, NY 10019
      US

      Ship-from Address

      123 Fake Street
      Los Angeles, CA 90210
      US

      Add any item and complete the order.

    6. Update the first order (certify taxable order) by adding a different taxable item so that the total line items included in the order is more than the original order.

      Also, update the ship-to street address to certify update order.

    7. Update the same refund by fully refunding the shipping cost.

    Other Tests

    All finished? 🎉
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