8 steps to complete
Taxes are forever. And to run a successful business, you’ll need to apply tax rates accurately to your orders. For this to work, you’ll need to create an account with a integrated tax provider and enter the credentials in Corporate Office. This guide will show you the steps involved in connecting tax providers.
In Corporate Office, navigate to: Administration > Advanced Settings > Tax Providers.
Setup an account with a tax provider.
The tax providers integrated with Corporate Office by default are:
If there’s a tax provider not on the list that you want to use, there will have to be custom development. Contact Customer Success or your services partner for more information.
On the Tax Providers page, scroll until you find your tax provider’s form.
Enter the credentials provided by your tax provider in the form.
In the Tax Calculation section, click the checkbox if you want to calculate taxes after a discount (such as a coupon) has been applied to a total.
In the Tax Behavior section, click the dropdown and select a fallback behavior for when the tax provider errors or isn’t responding.
In the Tax Provider section, click the dropdown and select your chosen tax provider.
When ready, click the Save Changes button at the bottom of the page.
Your credentials are saved in the system. Next, you’ll need to configure the tax class.
Navigate to: Administration > Sales Tax.
Read more: 7.9. Configuring Tax Classes
For each tax class, modify the Tax Code to match your tax provider, if necessary.
You now know how to add tax providers to Corporate Office.