TaxJar Integration for ERPNext - US sales tax

Features

• Guided setup. Six steps connect each company to TaxJar. You do not edit a settings form.
• Sales tax on each save. The app calculates the tax on Quotation, Sales Order and Sales Invoice when you save a draft.
• Transaction sync. The app sends submitted invoices and credit notes to TaxJar. It deletes them in TaxJar when you cancel them.
• More than one company. Each company has its own API token, ledgers, address and features.
• Nexus from TaxJar. The app reads your nexus states from TaxJar and updates them each day.
• Product tax categories. You set a TaxJar category on each item, for example clothing or food.
• Customer exemptions. You set exemptions on one customer or on many customers. The app sends them to TaxJar.
• Period close. The TaxJar Transaction Sync page shows the sync status of each invoice and credit note.
• API log. Each request to TaxJar and its response go into the TaxJar API Log.

Requirements

• Frappe Framework 16.50.0 or later and ERPNext 16.52.0 or later, on the version-16 branch.
• Python 3.14 or later.
• A TaxJar account and an API token for each company. Sign up at app.taxjar.com.
• A company with the country "United States". TaxJar calculates US sales tax only.

Installation

Run these commands in your bench folder:

bench get-app --branch version-16 https://github.com/frappe/taxjar_integration
bench --site <site-name> install-app taxjar_integration
bench --site <site-name> migrate

Get started

1. Open the TaxJar app from the ERPNext apps screen.
2. Click Go to guided setup experience → in the blue banner.
3. Complete the six steps: Pre-requisites, Connect, Map Ledgers, Address, Features and Sync Nexus.
4. Set a product tax category on each item.
5. Make a sales invoice and save it. The app adds a Sales Tax row with the amount from TaxJar.

User guide

With this app, you can:

• prepare the TaxJar account, the API token and the ledgers,
• complete the guided setup,
• set nexus states, product tax categories and customer exemptions,
• submit, return and cancel invoices,
• close a period before TaxJar AutoFile files the return,
• find and fix problems with the TaxJar API Log,
• give users the correct roles.

Development

Server tests

The server tests need a site with ERPNext and this app installed.

bench --site <site-name> set-config allow_tests true
bench --site <site-name> run-tests --app taxjar_integration

Client tests

The client tests check the desk scripts. They use Vitest and need Node.js 24 or later. They do not need a site.

npm ci
npm test

Static checks

The CI runs the Frappe Semgrep rules and the app convention checks:

python scripts/audit_conventions.py

Dependencies

• pyproject.toml holds the Python dependencies. The app has no setup.py.
• requirements.txt is a stub for older tools. Do not add dependencies to it.

Contributing

1. Fork the repository.
2. Make a branch from develop.
3. Add or update the tests for your change.
4. Run the server tests and the client tests.
5. Open a pull request against develop. Give the steps to reproduce the problem and the expected result.

License

MIT. Refer to license.txt.