TaxJar Sales Tax Automation

TaxJar ROCKS! Filing Sales Tax over several states and several platforms (Etsy, Shopify, Paypal, Square) usually took an hour or so to calculate. With TaxJar, it's already done. You sync your accounts, sales tax is calculated and beautifully broken down and it even tells you when it's due (helpful for filing in multiple states). When you efile, just fill in the blanks on the tax form and submit. It's the EASIEST thing in the world.

NOTE for Square users: TaxJar and Square aren't synced.. yet. Meanwhile, I downloaded the example csv from TaxJar as a template. Then just entered in my square sales data (from the Square sales report) into the template. Works like a charm!

TaxJar has always been our sales tax solution program. At first, we were just using the program to calculate the tax for us, that worked great till the business started to grow to the point were filing them manually was taking an eternity, or so it felt. So, when they came up with the auto file feature, we measured how much time this was saving us and how much it costs ... it has been the best cost-for-value transaction we have ever made. Specially with states like California where you have state, county, city and specific programs that you have to account for on every transaction. Wow, if you aren't using this program ... YOU SHOULD!

This does simplify our tax reporting quite a bit, but we have encountered discrepancies in paid vs fulfilled items - when TaxJar decide to report tax is different than when we collect collect tax. It seems that if they reported tax on the same month as it was collected (when the sale occurred) rather than when the product was fulfilled (sometimes months away), it would more accurately reflect how we pay taxes. We manually change our numbers to match our sales, not our fulfillment dates. Still an improvement over spreadsheets, but not perfect.

We signed up for this app because they promised that it could provide needed data regarding nexus. We paid almost $6k for their system and now that it is all set up we are not able to pull the needed data that was promised. They will not refund us despite having tried for over a month. Now we have to pay a different tax advisor more money to get the actual info. This company has terrible customer service and was deceptive when explaining their features. The system is clunky and slow. Use a local sales tax advisor and the native Shopify features and you will be fine.

Awesome, awesome, awesome. I cannot live without this.

Update: After complaining to TaxJar, they did agree to amend one of my returns free of charge. Importing tax exempt order settings from Shopify is still an issue though, and I hope they fix it soon. Two huge problems with this app: 1) If you mark an order as tax exempt in Shopify, TaxJar will completely ignore it and will add it to your total owed. If you don't manually mark every order as exempt in TaxJar as well, you'll end up remitting more tax than you owe. 2) They charge $25 per state per filing, and their tax calculations have not even once aligned with Shopify's calculations for me. I'm spending way more time than I should trying to figure out where the discrepancies lie. If you want them to amend an autofiling, it's a $99 fee. In theory, if everything worked properly, it'd be great. Unfortunately in practice it has been more trouble than it's worth.

Please stay away from this app, there are a lot of hidden charges that they won't tell you about it, they charged me $950 for filing $0 in returns no one has EVER told me that I will be paying this amount. This is a complete scam

This is a scam. No one answers the phone, email, or chat. I received an email saying my taxes had been filed and the money would be taken out of my account soon if it had not already been taken out. Next thing I know I'm getting a letter from the comptroller saying I have late fees for not filing on time plus I still need to file for the quarter. WTF!!!! Now I have to file myself and pay late fees because this service did not do what I paid it to do. Makes me worried that now they have all my information and it seems to just be a scam. WASTE OF MONEY!

DO NOT recommend this app. There is absolutely no way to get a hold of customer support and they never get back to emails. PayPal does NOT integrate with this app. Would not recommend to anyone. HUGE waste of money.

Beware about the subscription. It seems monthly but then you will know it's yearly and you have no way to cancel it.