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Feature Request: Auto-Generate Tax option

Andrew Garcia

It would be very useful for there to be a setting to turn on an auto-generated tax amount based on the location of the contact making the purchase so that it's not necessary to manually add every different tax rate I may run into.

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Hi Andrew! Today we released our second tax integration with Stripe Tax.

With our new Stripe Tax integration:

  • Your order forms will automatically calculate the correct tax based on the customer’s location and what they buy
  • Your invoices will dynamically display the exact amount of tax paid
  • Your tax reports will stay accurate and up to date

Learn more here!

Product Team
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Many states in the US are passing legislation that now require online businesses to collect and remit sales tax. Resulting in 14,000 different taxing scenarios. 
Quickbooks now has two options 1) collect sales tax based on business location (for brick and mortar businesses) and collect based on buyers location (which tells the business owner who to send the sales tax to and how much)
QuickBooks now offers this service for free to it's clients but the problem is it's too late. Once Quickbooks tells me how much to send and to who, I've already charged the customer the incorrect amount.  
See Wayfair vs South Dakota to learn more about why this has become such a big problem for online businesses. And it's only gonna get worse. Any help from Ontraport would be greatly appreciated.

David Roemer 0 votes
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Hi! We just released our integration with TaxJar, making this possible. I've pasted our feature announcement below:

Collect taxes based on your buyer’s location 💵

New integration with TaxJar makes it easy

You can now easily collect the correct taxes based on your buyer’s location using our new TaxJar integration. 

Once you follow a few simple steps to integrate with TaxJar, the correct tax amount and total cost for each buyer will dynamically be updated on your order forms in Ontraport. You’ll be able to:

  • Collect taxes based on city, county, state and country automatically, without needing to keep up with multiple tax laws
  • Open up opportunities to sell in more places
  • Easily track your sales tax data for reporting
  • Reduce the risk of fines or penalties

This integration is available for Plus plans and above. 

Learn more in our Support Center article: https://ontraport.com/support/integrations/integrating-tax-services/ 

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