Transitioning to TaxJar from another sales tax provider

This step-by-step guide provides the actions users need to take when migrating from their current sales tax platform to TaxJar. While we can’t provide tax advice, these steps serve as a starting point for a smooth transition.

This timeline provides an example of the key steps and milestones for a user transitioning to TaxJar with a planned go-live date of January 1, 2024. Please note that not all users will need to follow this exact timeline, but it represents a typical transition process.

Step 1: Select transition date

- Choose a cutover date (e.g. the 1st of a new month, quarter, or year) to stop using the previous sales tax platform and begin using TaxJar.
- Communicate the switch to the current sales tax provider and extract any necessary data from the old system.
Step 2: Select last filings
- Determine the last filing that the previous sales tax platform will handle, and the first filing you want TaxJar to take over.
- For example, if your previous sales tax solution will file your December and Q4 returns, plan to enroll in TaxJar's AutoFile service by the last day of January to ensure TaxJar can take over your February and Q1 sales tax filings.
Step 3: Integration work
- Begin implementing the integration with TaxJar 30-90 days before the cutover date to allow time for testing and account setup.
- Review integration documentation to ensure a smooth transition.
Step 4: Prepare to enroll in AutoFile
- Review the AutoFile state checklists- AutoFile enrollment checklists. Start to gather the necessary information to enroll in AutoFile for your required states once your TaxJar integration is live.
- We’d recommend giving yourself 30-60 days to gather this information.
- Remember, you must enroll in AutoFile by the last day of the month before your first requested return is due. For example, to have TaxJar file your January 2024 return due in February 2024, you would need to enroll by January 31st, 2024.
Step 5: Go live with TaxJar & start importing data
- Stop using the previous sales tax platform and start using TaxJar for your sales tax calculations and order imports.
- Your orders will start importing to TaxJar from your go-live date onward.
Step 6: Import historical sales (if needed)
- New TaxJar users can import historical sales data at no additional cost when using the API or CSV.
- You may need to import historical sales data for the following reasons:
  - Sales tax filings: If you have quarterly or annual filing frequencies, import past sales to ensure TaxJar has the required data to file your returns.
  - Economic nexus: Import the previous and current calendar year's sales to utilize the Economic Nexus Insights tool
  - Overdue filings: Import historical data to generate a TaxJar Report that can be used for overdue filings.
Step 7: Enroll in AutoFile
- Proceed to enroll in TaxJar's AutoFile service by utilizing the information you gathered in Step 4.
- Certain states require additional documents and 3rd party access approvals.
- We recommend starting the enrollment process as soon as possible after going live.
- For example, if you go live on Jan 1st and need to enroll by Jan 31st for Feb filings, start the process from Jan 2nd-7th.
- This ensures you have enough time to work with our team and receive any necessary paperwork from the states by the January 31st enrollment cutoff date.