If you’re running an online course or membership site with Thinkific, you already know how convenient it is to manage and deliver your content to students.
However, if you’re also responsible for calculating and remitting sales tax, you may spend too much time on manual data entry. This is where TaxJar comes in – an automated sales tax software that can make your life easier.
Integrating TaxJar with Thinkific can save time and reduce errors while ensuring compliance with tax regulations. In this article, we’ll show you how to connect TaxJar to Thinkific through the automation app Zapier and why this integration is important for your business.
Setting Up TaxJar and Thinkific in Zapier
Integrating TaxJar with Thinkific can be a game-changer for your business, but before we dive into the benefits, let’s first set up the integration. The following steps below will guide you through the process.
Note that you will need a TaxJar account apart from your Thinkific account. If you don’t have one yet, we suggest you sign up through the TaxJar website (www.taxjar.com).
Step 1: Creating a Zapier account
If you don’t already have a Zapier account, you’ll need to create one. Zapier offers a free account, which should be sufficient for most small businesses. Once you’ve signed up, you can proceed to the next step.
Step 2: Connecting TaxJar and Thinkific
To connect TaxJar and Thinkific, you must add both apps to Zapier. Start by selecting “Make a Zap!” from your Zapier dashboard, and then choose Thinkific as the trigger app.
Next, connect your Thinkific account by providing your API key and login credentials. Then, select TaxJar as the action app and connect your TaxJar account by entering your API token and login details.
Step 3: Setting up a trigger and action
Now that you’ve connected Thinkific and TaxJar to Zapier, you must set up a trigger and action. In this case, the trigger is a new purchase on Thinkific, and the action is to create a new order in TaxJar.
Select the course or bundle you want to monitor for new purchases to configure the trigger. Then, choose the TaxJar action to create a new order and map the relevant fields (e.g., product name, price, and tax rate).
With the trigger and action set up, you’re ready to test the integration. The next section will cover how to configure TaxJar and Thinkific in Zapier.
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Configuring TaxJar and Thinkific in Zapier
Now that you’ve connected Thinkific and TaxJar to Zapier, you need to configure the integration by mapping and testing the relevant fields. Here’s how to do it:
Mapping fields
To ensure that the data from Thinkific is correctly sent to TaxJar, you need to map the fields in Zapier. This means you’ll need to tell Zapier which fields from Thinkific correspond to which fields in TaxJar. For example, you may need to map the product name in Thinkific to the item name in TaxJar, or the price in Thinkific to the order amount in TaxJar.
To map fields, select the relevant option from the dropdown menus in Zapier. You can also add custom fields if necessary. Make sure to double-check your mappings before proceeding to the next step.
Testing the integration
Once you’ve mapped the fields, it’s time to test the integration. The best way to do this is by making a test purchase in Thinkific and ensuring that the order is correctly created in TaxJar. To do this, simply purchase using a test student account and then check TaxJar to see if the order was created with the correct details.
Troubleshooting common issues
If you encounter any issues during testing, don’t worry – Zapier provides many resources to help you troubleshoot common issues. You can also reach out to TaxJar or Thinkific support for assistance. Here are some common issues to look out for:
- Incorrect API keys: Ensure you’ve entered the correct API keys for Thinkific and TaxJar.
- Mapping errors: Double-check your field mappings to ensure they’re correct.
- Time delays: Sometimes, there can be a delay between the trigger and action in Zapier, so be patient and give it a few minutes to see if the integration is working.
Once you’ve tested and confirmed that the integration is working correctly, you can sit back and let Zapier handle the sales tax calculations.
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Benefits of Connecting TaxJar to Thinkific
Integrating TaxJar with Thinkific provides various benefits to businesses of all sizes. Here are some of the key advantages of connecting TaxJar to Thinkific:
Automatic sales tax calculations
One of the most significant benefits of connecting TaxJar to Thinkific is the automatic sales tax calculation. By integrating the two platforms, Zapier can automatically calculate the correct sales tax rate based on the student’s location and the product purchased. This quick integration eliminates manual sales tax calculations and ensures that your business always complies with state and local tax laws.
Reducing manual data entry
Another significant benefit of integrating TaxJar with Thinkific is the reduction in manual data entry. With the integration in place, all the relevant data from Thinkific is automatically sent to TaxJar, including order details, tax rates, and customer information, thus saving you time and reducing the risk of errors when manually entering data.
Streamlining business processes
Integrating TaxJar with Thinkific can also streamline your business processes. With sales tax calculations automated and data entry reduced, you can focus on other aspects of your business, such as marketing and customer service. Plus, you’ll have more accurate data on your sales tax liabilities, which can help you make informed decisions about your business.
In addition to these benefits, connecting TaxJar to Thinkific can help ensure compliance with sales tax laws and regulations. With TaxJar, you can be confident that you’re collecting the correct sales tax amount and remitting it to the appropriate tax authorities.
Integrating TaxJar with Thinkific is smart for any business that wants to save time and streamline its sales tax compliance processes. With the integration, you can focus on growing your business and let TaxJar handle the sales tax calculations.
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Conclusion
In this guide, we’ve covered everything you need to know about integrating TaxJar with Thinkific through Zapier. We started with an overview of TaxJar and Thinkific, discussed the importance of integrating the two, and then walked through the steps to set up and configure the integration in Zapier. We also highlighted some benefits of connecting TaxJar to Thinkific, such as automatic sales tax calculations and streamlined business processes.
By following the steps outlined in this guide, you can save time and reduce the risk of errors by automating your sales tax calculations and data entry. Plus, you can confidently comply with sales tax laws and regulations.
So what are you waiting for? If you haven’t already, try TaxJar and Thinkific and see how easy it is to integrate the two through Zapier. With the integration, you’ll have more time to focus on growing your business and less time worrying about sales tax.