How to Integrate simPRO with an Existing Taxify Account - US Only

Overview

If you have a paid Taxify account, you can integrate Taxify with simPRO. Tax is calculated by Taxify using the verified site address and the applicable taxability codes.

Taxify integration with simPRO calculates sales tax on quotes, jobs, recurring jobs and recurring invoices. If you have a paid account with Taxify, transactions will still need to be posted to Taxify from your accounting package.

To ensure that Taxify can calculate your tax, make sure that all site addresses are entered accurately and include a street address, city and state.

When simPRO is integrated with your Taxify account, transactions still need to be posted to Taxify from your accounting package to file your tax documentation.

Before integrating with Taxify, please read the Taxify Service Agreement.