TaxJar Pro for Tax Advisors

Turn a low-margin, time-intensive service into an automated, profitable foundation of your tax advising practice. TaxJar Pro is simplified sales tax for accountants and tax advisors.

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TaxJar for Tax Advisors

Features


No uploading spreadsheets

Prepare and file client sales tax returns in minutes, not hours. TaxJar syncs up with your client's eCommerce accounts and automatically pulls the information it needs. You don't need to upload or download anything.

Manage your clients with one login & control billing

Invite each client to join with a single email address. We'll notify you when they've signed up and linked their e-commerce account(s).

TaxJar can either charge you or your clients directly for the service. If you opt to be charged directly, your clients never see the cost, allowing you to charge what you like. Increase your own profits or pass along the savings to your clients. It’s entirely up to you.

Are your clients collecting enough sales tax?

See a comparison of what your clients collected versus what they should have collected. If they are not collecting sales tax yet, we show the potential sales tax liability for each state.

County and city granularity in reports

No more manually breaking down sales tax collected by counties, cities or districts. We'll create return-ready state reports so you never have to touch a sales tax spreadsheet or tax table again.

Clients sell on multiple eCommerce channels?

No problem. TaxJar connects with the other channels you sell on, too. Your sales tax collected is then organized into state-specific reports for easy filing.

Automated sales tax filing

For an additional fee per filing per state, our AutoFile feature will file your client's state sales tax returns for you every month, quarter or year. Let us handle your sales tax filing and save you even more time.

Sign up for TaxJar Pro today. Be up and running in minutes.
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How it works

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Set up your TaxJar Pro account for free

All it takes is a few clicks to sign up for the TaxJar Pro solution to best manage your clients from one place.

We'll notify you when they've signed up and linked their e-commerce account(s). No need to keep track of your client's eCommerce account logins & passwords.

TaxJar Reporting Screenshot

Your client's tax reports are prepared!

Once your client’s accounts are synced up to TaxJar, you’ll see their sales tax collected by city and county, across all states they have Nexus. These reports get updated every day!

You will know if your clients are collecting enough sales tax and even when their returns are due in a simple dashboard. All you have to do now is file!

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AutoFile your client's sales tax forms

All that’s left to do now is take all the information we have broken down for you, and fill in the blanks on the your client's sales tax forms!

Of course, if you want to make your life even easier, you could just let us do all the filing for you. With AutoFile, we will automatically submit their tax forms for you when they are due. This is truly sales tax on autopilot.

TaxJar AutoFile Screenshot

Common questions

Feel free to contact us if you can't find the answer to your question. We're happy to help you.

I've heard good things about TaxJar, how will it help me and my business?

TaxJar's automated reports eliminate the need for you to lookup sales and sales tax information by state, county, city, and local tax jurisdiction for your clients. We give you the exact data you need to be able to file their tax returns much faster than using Excel spreadsheets.

For many states we'll even file your client’s sales tax returns on your behalf. Our reports are updated every day and downloadable in CSV format. You'll also receive email reminders when your customer's sales tax returns are due. Lastly, you'll be able to see what sales tax your clients should have collected using our detailed sales tax analysis feature.

Can TaxJar file sales tax returns automatically for my customers?

Yes. We can automatically file as many returns as you'd like for you in nearly all states with sales tax. AutoFile is an additional fee per filing per state.

If one of my clients is already on TaxJar, do they need to cancel their account?

No, simply email them an invitation using the same email address, and, when they accept, the billing will automatically transfer over to you at the next billing cycle.

Can TaxJar determine how much sales tax should have been collected?

We sure can! This feature can be very helpful if:

  1. You aren't sure if your clients have set up sales tax collection correctly.
  2. Your client has had sales before they started collecting sales tax.
  3. Your clients sell on multiple channels, but aren’t collecting sales tax in all of them.
  4. Your clients use Fulfillment By Amazon, but aren’t collecting sales tax in some of Amazon's warehouse states.

To learn more about expected sales tax, click here.

Do I get billed or do my clients? And how much?

Whether you or your clients are charged directly for the service is entirely up to you! If you decide to handle the charges on behalf of your clients, you will receive a single bill for all clients under your account. This allows you to charge your clients for the service as you see fit.

Please note this billing flexibility only applies to clients on our TaxJar Basic plan. If any of your clients meet the transaction volume for TaxJar Plus, they will be billed directly for that service. View our pricing plans here.

When will I be billed?

You will be charged each month, starting 30 days after your first client's trial period begins. If you don't have clients using TaxJar, you will not have any monthly subscription fees, and your account will be free.

Sign up for TaxJar Pro today. Be up and running in minutes.
Start your free trial