TaxCloud Integration
Print service providers located in the United States can integrate the online TaxCloud service into their storefronts. This service immediately calculates the sales tax for orders, based on the shipping location (nexus) and the location of the shopper, and the TaxCloud Taxability Information Code (TIC).
You can set a default TaxCloud Taxability Information Code (TIC) for all products in a store and if necessary specify a different code when creating your products.
A shopper who is not required to pay sales tax select the Tax Exempted check box when checking out the order. Selecting this check box displays a window where the shopper can enter an exemption certification ID.
Prerequisites
•Your place of business is located in the United States of America. Otherwise you will not see the TaxCloud integration panel. See “Payment Methods and Tax”
•When creating a store, select the Use TaxCloud for US sales tax calculation check box. See “General Tab”.
TaxCloud registration and account set-up
Follow these steps to implement the TaxCloud integration for your stores. It is recommended that you also read the TaxCloud merchant guide for more details about TaxCloud registration and setting up your account.
CAUTION: Setting up TaxCloud is easy but requires that you fulfill a number of registration conditions. Please visit https://taxcloud.com/ for more information about the TaxCloud service.
1 Go to https://taxcloud.com/ to register for TaxCloud.
2 Click the Register Now button and complete your details, including:
•your Website Address: Enter the URL of one of your storefronts.
•Online Marketplace/Commerce Platform: Choose Other from the drop-down list.
3 Click Register and follow the instructions you receive by e-mail to confirm your account and log on to TaxCloud.
4 Go to the Locations section and click the Add Location button to add a physical location. Follow the instructions to let TaxCloud look up the address.
This physical location is the nexus state where you must collect the tax. This location is used for calculating the tax.
5 Click Locations again and highlight your storefront in the table.
At the bottom of the window you’ll see that the online service has generated an API ID and an API Key.
NOTE: There is no need to select the Default TIC code here.
6 Click the Manage Tax States button to display a map of the United States and add nexus states (i.e. states where you have offices or are located and you are required by law to collect sales tax) and SSUTA states (i.e. states that have adopted the Streamlined Sales and Use Tax Agreement). Read section 1.5 Where You Want to Collect Sales Tax in the TaxCloud user guide for more information.
7 Click the Bank Information button to add your bank account. Read section 1.6 Add a Bank Account (Optional) in the TaxCloud user guide for more information.
NOTE: You bank account must be provided if you selected SSUTA states in the previous step.
This is all the information you need to provide to get started with the TaxCloud service in StoreFront. Setting up Address Verification as described in section 1.8 of the TaxCloud merchant guide is not necessary because StoreFront uses the US Postal service for address verification.
Integrate Your TaxCloud Account in StoreFront
1 In StoreCenter, choose Advanced > Payment Methods and Tax > TaxCloud Integration.
NOTE: The TaxCloud Integration button is only visible if your location is set to United States (mandatory). Choose Advanced > Production Settings > Production Center to check your location. You need to sign out and sign back in for this change to take effect.
2 Enter or copy/paste the API ID and an API Key which were generated on the TaxCloud website.
3 Click Save to confirm your changes.
 |
Now you can enter the Default TIC code.
4 Choose General Goods and Services as the default TIC and click Save to confirm your changes.
|
The TIC code is now displayed next to the TIC category.
5 Choose Stores and select a store. In the General tab, select the Use TaxCloud for US sales tax calculation to enable sales tax calculation for your store.
NOTE: Repeat for all stores.
6 Click Save to confirm your changes.
|
The default TIC code will be used to calculate the sales tax for all items ordered through this store.
If you want to set a different TIC code for a specific product, edit the product in question and select a different TIC code in the product description.
7 Now you’ve activated TaxCloud on your storefront, run a test by actually buying an item.
Once the purchase is finished, the transaction appears:
•on the Transactions page on the TaxCloud website
•at the storefront checkout, in the Secure Payment tab
8 If the test was successful, go back to the Websites page and click the Go Live! button to promote your test account to a real account which is tracked by the TaxCloud service. TaxCloud now calculates sales tax for orders made on your storefront.
doc. version 6.0.4