- Login to TaxJar and add the taxable state in state nexus settings
https://app.taxjar.com/account#states
- Login to CB and goto System|Setup|Country, open USA and assign TaxJar to enable TaxJar in the country USA.
- Go back to the TaxJar website and copy the Live Token from TaxJar SmartCalcs API Token
https://app.taxjar.com/account#states
Note: All taxable states that will show in CB are generated from TaxJar account, once you added taxable state in TaxJar it will also automatically added in CB. The same thing with special categories, it is based on TaxJar list.
- Paste the Live Token to CB taxservice form located in Accounting|setup|tax
Note: There is an option to setup special tax categories and assign those customers that are taxable and tax exempt.
- Click on the Customers tab and you may enter criteria e.g. DefaultPrice equals "Retail" so all retail customers will be taxable. Click "OK" to apply the criteria and hit save.
Or you can open the customer shipto and manually assign sales tax type.
Note: Make follow step #2 to enable this dropdown in the customer shipto.
You can now create a new sales order/invoice and it will get the tax rate from TaxJar, if you need to send the Invoices/RMA (Credit Memo) to TaxJar portal then you have to setup the job service and job plan for TaxJar.
Setup Job Plan for TaxJar
To increase workforce productivity, you can automate system tasks across all modules in Connected Business by having job plans executed.
A Job Plan may consist of a single to multiple job items (plugins registered in Connected Business) that is defined according to the planned date of execution. It can also be dependent to another existing job plan.
To create a new job plan:
- Go to System Manager module ►Job Manager ►Manage Job Plan ► New. Alternately, you can also create a new job plan from Job Manager ► View Calendar ► Job Calendar ► New Job Plan. The New Job Plan Wizard will be displayed.
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- In the New Job Plan Wizard, enter the information for the following fields. Click Next to continue.
Field Description Description A brief description on what the job plan is all about. Operator Indicate the user who will perform the job plan by selecting the user on the dropdown menu. Email The email address used when sending the notifications. Notify when the Elapsed time of execution needed Tick this option if you want to be notified whenever the time for executing the job has elapsed. Notify on Started Tick this notification if you want to be notified when the job plan has started. Notify on Error Tick this notification if you want to to be notified on any error that occurs while running the job. Notify on Completion Tick this notification if you want to be notified when the job is completed successfully. - In the Trigger page, define job recurrence by setting the time intervals. Click Next to continue.
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Field Description One Time Tick this option when a job is repeatable. Enter the Start Date and the End Date as well as the time to execute the job on the Execution Time field. Daily Tick this option when a job is repeatable. Enter the Start Date and the End Date as well as the time to execute the job on the Execution Time field.
Set the days the job should run in the Run Days section.
Tick the "Repeat Task Every" checkbox when the job should repeat in x time. Set the time in minutes or hours on the box indicated.
- In the Action page, select the available job items to process. You can also right click on the Job Item to manually run the Job Items "TaxJar Transaction Manager" to send the transactions to taxjar portal.
From the Available Job Items panel, select the job item to process, and click (
You can add job items by adding a plugin into Connected Business. Refer to Register Plug-ins for more information.
) to include the selected job item or click (
) to include all available job items to the Selected Job Items panel. Click Next to Continue.
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- In the Dependent On page, select the plan which the new job plan will be dependent on.
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- Click Finish to complete the creation of the job plan.
Setup or Run Job Service
The Connected Business Job Service Manager allows you to run the job plans created in Connected Business. This enables you to do the following:
- Install / Uninstall job service.
- Disable / Enable the job service.
Set Up the Connected Business Job Service Manager
- Go to Start menu > Connected Business 13.2 >Tools > Connected Job Manager 13.2. The Connected Business Job Service Wizard will be displayed. Click Next to proceed.
Alternately, you can also go to the installation folder of Connected Business and locate the executable file Interprise.Presentation.JobManager.exe to run the Connected Business Job Service Wizard.
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- Click F2 to set up the configuration for the database connection.
If you have not set up a configuration for your company, refer to Configuration / Signing-In.
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- On the Database Connection Configuration window, enter the details for the required fields to access your company database and save your configuration.
- Click on Verify Credentials button to validate the database connection and click Next to proceed.
- On the General page, define the settings for the job service manager..
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Field Description Service Name Name of the jobservice. By default, the service name is ConnectedBusinessJobServiceManager_13_2. Display Name The name of the job service displayed. Description Describes how the job service works. Start Type Select the type on how the service will be started. - Automatic - service will be run automatically once the computer is turned on.
- Disabled - turns the service off.
- Manual - allows the service to be manually run by user.
Idle Time The time set for the service to be idle before it responds to the data gathered. Max Thread Maximum number of concurrent threads that can be started to execute a job plan. - Click Install to start installing the job service. Once successfully installed, the job service will automatically start.
- If you want to edit the service preferences, click the Uninstall button. After making the changes, click on the Install button to start installing the service again.
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- Click Next to continue then click Finish to close the Connected Business Job Service Wizard.
To check if the Job Service is running, go to Start > Settings > Control Panel > Administrative Tools > Services.
Test Scenario that TaxJar is working properly
- Create a Sales Order for taxable customers
- Goto Customer|Order and create a new sales order
- Select any Items (make sure items have assign category)
- Click on “Calculate Tax” and it should display the tax amount
- Convert to Invoice and post.
- Create a Sales Invoice for taxable customers
- Goto Customer|Invoice and create a new Invoice
- Select any Items (make sure items have assign category)
- Click on “Calculate Tax” and it should display the tax amount
- Post the Invoice
- Create a Sales order for tax exempt customers
- Follow the same steps in 1 and 2, it should not calculate any taxes
