How to Set Up the Taxify Integration - US Only

Overview

When Taxify integration is set up in Simpro Premium, 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.

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 Premium 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.

Learn more in How to Integrate Simpro Premium with an Existing Taxify Account - US Only.

After setup is complete, learn more in How to Use the Taxify Integration - US Only.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

System Setup

To register interest in the Taxify integration in Simpro Premium:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Accounts > Tax Codes.
  2. Go to the Taxify tab.
  3. Click the link to register your interest.
  4. 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 Premium:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Accounts > Tax Codes > Taxify.
  2. Assign Taxability Code defaults for:
    • Catalog items
    • Pre-builds
    • Labor rates
    • Service fees
    • Prepaid blocks
    • One off items
    • Memberships
  3. 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.