Brightpearl | TaxJar Integration
Streamline, automate and auto-file your sales tax.
At a glance: Automate your sales tax process through Brightpearl. Calculate tax on manually created orders and non-native TaxJar channels, validate delivery addresses and exemptions, and push every in-scope order to TaxJar ready for filing.
Overview
Calculating sales tax, ensuring compliance, and filing returns can take up time that could be better spent on growing your business. That’s why more than 20,000 high-growth businesses use award-winning TaxJar to manage everything from instant, accurate sales tax calculations, to auto-filing sales tax forms. Integrating TaxJar with Brightpearl will allow you to streamline, automate and auto-file your sales tax.
Integration provides:
Delivery address and exemption validation built in at both product and customer level, configured entirely through Brightpearl custom fields.
Coverage across 11,000 jurisdictions. TaxJar identifies where you have nexus, so the right tax rules are applied to every order.
Calculate manually in Brightpearl, or let the integration run automatically in the background.
Incorrect or incomplete data is flagged before it reaches TaxJar, so your returns are always based on accurate information.
All custom fields are clearly defined and managed directly in Brightpearl, with no need to go into another system to set up or maintain the integration.
Scope Review
Contacts
Only tax exempt contacts are posted to TaxJar
Products
Product Category Code field is validated against TaxJar's Product Tax Code before tax calculation
Address Validation
'From' and 'To' addresses on sales documents validated by TaxJar before tax calculation (US only)
Tax Calculation
Sales details for tax calculation sent for non-exempt US/CA customers with a sales tax nexus. Tax (item level) updated in a sales document
Sales Invoice & Credits
Invoices sales documents, following successful tax calculation
Sales Payments & Refunds
Sales payments and refunds created in either system (including partial)
Inventory
Stock adjustments and COGS journals
Get in touch
Together, we’ll uncover where your systems can work harder and guide your team through the journey of smarter, connected growth.