How to Set Up Taxify Integration - US Only
When Taxify integration is set up in simPRO, you can easily calculate tax on quotes, jobs, recurring jobs and recurring invoices. Tax is calculated by Taxify using the verified site address and the applicable taxability codes.
Taxify calculations and tax codes only apply to sales tax on jobs, quotes, recurring jobs and recurring invoices. Currently, it does not affect purchase orders, supplier quotes or supplier invoices.
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.
Before integrating with Taxify, please read the Taxify Service Agreement.
The free Taxify integration service offered by simPRO does not include access to your own Taxify account or allow the use of any other Taxify services. However, you can choose to sign up for your own Taxify account in the future.
To register interest in the Taxify integration in simPRO:
- Go to System > Setup > Accounts > Tax Codes.
- Go to the Taxify tab.
- Click the link to register your interest
- Select No - I do not have a Taxify account and complete the form.
You would then receive an email confirmation that simPRO support has enabled the Taxify integration.
To set up the Taxify integration in simPRO:
- Go to System > Setup > Accounts > Tax Codes > Taxify.
- Assign Taxability Code defaults for:
- Catalog items
- Labor rates
- Service fees
- Prepaid blocks
- One off items
- Click Save.
After you set up defaults, you can apply specific taxability codes to individual items, pre-builds, labor rates, service fees, prepaid blocks, one off items and memberships.
After you set up default taxability codes, you can calculate tax in quotes, jobs, recurring jobs and recurring invoices.
To calculate tax:
- Open the job and go to the Details tab.
- Next to Tax in the breakdown table, click Calculate.
- Confirm the verified address and tax code.
- Click Confirm.
- Click Save.
By agreeing to use Taxify to calculate tax you accept that simPRO provides no warranty and accepts no liability in relation to Taxify’s services. You also understand and agree that your use of Taxify’s service are bound by Taxify’s terms and conditions. For more information please see the Taxify Service Agreement.
When a tax code is created in simPRO from Taxify, it is created with a Tax Name only. To send invoices to your accounting package, you will need to map and enter the tax codes that are used on invoices.
To add tax codes:
- Go to System > Setup > Accounts > Tax Codes > Taxify > Tax Codes.
- Click the tax code.
- Enter the Tax Code from your accounting package.
- Click Save.
Continue updating tax codes as required.