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About

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Geographic coverage

US only — no international calculations for new customers.

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Setup

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Prerequisites

  1. A TaxJar account and API token.

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Connecting your account

  1. Navigate to Settings > Taxes in the Orb dashboard.
  2. Select “Connect to TaxJar.”
  3. Enter your TaxJar API token and default tax code.

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Setting up tax codes

Configure a product_tax_code per Orb Item under Settings > Items > Item name > edit.

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Sample request and response payload

The example below is illustrative of the shape Orb sends to and receives from TaxJar today, based on Orb’s tax provider processors and test fixtures. Exact field names and structure can change as TaxJar versions its API — confirm against current behavior before relying on it for integration work.

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Request (Orb → TaxJar)

{
  "shipping": 0,
  "to_country": "US",
  "to_zip": "94104",
  "to_state": "CA",
  "to_city": "San Francisco",
  "to_street": "345 California Floor 6",
  "line_items": [
    {
      "id": "bjur5ox8eqwHXgNa",
      "quantity": 1,
      "product_tax_code": "custom-tax-code-price-id",
      "unit_price": 50,
      "discount": 0
    }
  ]
}

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Response (TaxJar → Orb)

{
  "amount_to_collect": 0,
  "breakdown": {
    "line_items": [
      {
        "id": "<invoice_line_item_id>",
        "combined_tax_rate": 0.08625,
        "tax_collectable": 0
      }
    ]
  }
}

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Reporting tax for filing

Once the invoice is issued or finalized, Orb separately reports the collected tax by creating an order transaction via POST transactions/orders. Unlike the calculation call, the reporting request includes a top-level sales_tax amount and a transaction_date, plus a per-line sales_tax on each line item.

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Request (Orb → TaxJar, reporting)

{
  "transaction_id": "<invoice_id>",
  "transaction_date": "2022-09-01T00:00:00+00:00",
  "to_country": "US",
  "to_zip": "94104",
  "to_state": "CA",
  "to_city": "San Francisco",
  "to_street": "345 California Floor 6",
  "amount": 50,
  "shipping": 0,
  "sales_tax": 4.13,
  "line_items": [
    {
      "id": "bjur5ox8eqwHXgNa",
      "quantity": 1,
      "product_tax_code": "custom-tax-code-price-id",
      "unit_price": 50,
      "sales_tax": 4.13,
      "discount": 0
    }
  ]
}