About Taxify - US Only

Overview

Use the Taxify integration to 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.

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.

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

Taxify and other tax lookup software calculates sales tax based on the site address where the work is being performed. However, some US states use origin-based sales tax. If this is the case for the state where you are based, Taxify calculations can be incorrect and not reflect the tax amount your business should be collecting.

For businesses that are head-quartered in states with origin-based sales tax, the Taxify integration is not recommended.

States that use origin-based sales tax include:

  • Arizona
  • California
  • Illinois
  • Mississippi
  • Missouri
  • New Mexico
  • Ohio
  • Pennsylvania
  • Tennessee
  • Texas
  • Utah
  • Virginia

Learn more about origin-based sales tax on the taxjar website.

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.