Brightpearl - TaxJar Integration

Streamline, automate and auto-file your sales tax.

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:

The right sales tax rate for every product sold across 11,000 jurisdictions is applied instantly. Tax calculations are based on your customer’s state, county, city and district and are applied in real time, ensuring a smooth transaction for your customers.

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

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