Release Notes TaxJar

TaxJar Release Notes: December 2017

by Jake Johnson

TaxJar Release Notes

Release Notes is our new monthly guide covering product improvements across the board, from AutoFile to SmartCalcs. We’re improving TaxJar every day to make sales tax easy for merchants and developers. Take a look at everything we shipped in the month of December! ⛄️

👕 Amazon Product Categorization AutoFile Reports

We’re excited to announce the release of product categorization, starting with Amazon sellers! If you sell exempt products on Amazon you can now categorize them directly inside TaxJar. Any time these categorized products appear in an Amazon order, TaxJar will automatically recognize the SKUs and mark them as exempt for sales tax reporting. Watch the video below for a detailed overview:

Previously if you had untaxed transactions while attempting to enroll in AutoFile, you had to mark them as taxable or file manually. You can now categorize them under Exemptions or by clicking the “Categorize my products” button when enrolling in AutoFile:

TaxJar Exemptions Link

From there, you can select a tax category for each of your products or categorize all of them at once:

TaxJar Amazon Product Categorization

We plan to extend this feature to more shopping carts and marketplaces in the future. We’re also working on a way to exempt customers. Stay tuned!

📦 AutoFile Bundles & Pricing AutoFile

Last year we officially announced 50 State AutoFile, completely revamping our filing system to make it easier and faster to file sales tax returns on your behalf. It was a huge achievement for the TaxJar team. We also added support for tax exempt and wholesale transactions. Now that we file everywhere in the United States and directly handle exemptions in our reporting software, more and more merchants are using TaxJar to automate all of their filings.

To accommodate growing demand, we’re introducing an AutoFile credit system to purchase prepaid bundles and receive discounts up to 63% off:

AutoFile Pricing Chart

You can purchase a credit bundle by logging into TaxJar and going to Account > AutoFile Credits:

TaxJar AutoFile Credit Bundles

We’ve also updated our AutoFile pricing. If you’re an annual TaxJar subscriber, pricing remains roughly the same at $20 per AutoFile. For monthly subscribers, you’ll pay $25 per AutoFile. If you were enrolled in AutoFile before Jan 1, 2018, you’ll be grandfathered into the old AutoFile pricing ($19.95 for all subscribers) until Jul 1, 2018.

💸 FL, PA, SC, TX Refunds from Prior Periods Reports

Back in September we announced support for handing refunds in prior periods by allowing you to roll them over to avoid negative jurisdiction amounts and file successfully. We started with California and soon after added Washington.

In early December, we released additional updates for Florida, Pennsylvania, South Carolina, and Texas. Learn more about it here!

TaxJar Prior Period Refunds Notice

🛠 Integration Updates Integrations

We’ve spent a lot of time testing our WooCommerce integration to make sure it plays nicely with other plugins. v1.5.4 includes the following bug fixes:

  • Fix sign-up fees and total issues with WC Subscriptions
  • Fix tax for duplicate line items with WC Product Add-ons & WC Product Bundles
  • Fix minor logging issue on shared hosts

More integration updates on the way this month, including a brand new eCommerce integration! Stay tuned.

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