How to Add an Integration
Overview
An integral step in getting your TaxCloud account up and running is adding your integration. In this guide, we will walk you through the steps to adding an integration within your TaxCloud account. Managing your stores correctly ensures accurate tax calculations across all locations.
If you are using one of the following integrations, please check out one of our comprehensive guides to your integration.
- BigCommerce
- WooCommerce
- Shopify
- Odoo
- Stripe
- Netsuite
- Magento
Before you begin
Before adding an integration, make sure you have the following:
- Admin Access: Ensure you have the appropriate permissions to make changes to the TaxCloud account.
- Store Information: Have all the necessary details ready, such as the store name, URL address, and TIC, if applicable.
- A TIC or Taxability Information Code is a code that tells the TaxCloud engine whether the items should be taxable or not depending on the destination address of the sale, allowing an item or a service sold to have accurate tax rates applied.
- You can find a list of our TICs here.
- A TIC or Taxability Information Code is a code that tells the TaxCloud engine whether the items should be taxable or not depending on the destination address of the sale, allowing an item or a service sold to have accurate tax rates applied.
- Review Tax Settings: If adding an integration, confirm that you understand the tax collection laws and regulations for your nexus states.
Considerations
- Do you have multiple Stores? You can add multiple integrations with TaxCloud to represent however many integrations/sales platforms you have for your business (whether online or a brick-and-mortar store).
- You can also add integrations that remain not live (in other words, in test mode) to test rates for your online store in any state that is enabled for tax collection.
Steps
- Navigate to Integrations.
- Click +Add integration at the top right.
- Fill in the integration type, name, URL, and the default TIC (taxability information code).
- Click 'Add' to complete.
Next Steps
- Testing: After successfully adding your integration, you can now proceed with testing.
- Navigate to your store’s checkout or payment system and perform a few test transactions.
- Verify that the correct tax rates are being returned for the store's location.
- Going Live: Once testing is complete, click the green Go Live button.
- We have a helpful article on how to Go Live here.