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Calculate and record sales tax for calls and orders with TaxJar, through your agent.

Connect TaxJar to your agent and it can work with your sales tax data while it talks to customers. A caller asks what tax applies to an order, and your agent calculates it using your nexus regions, line items and shipping. It can also look up customer records, create or refund an order transaction, and tidy up records you no longer need. Your agent works from your own TaxJar account, using the credentials you connect from TaxJar's settings.

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What your agent can do with Taxjar

  • Calculate sales tax for an order during the call, including shipping and exemptions
  • Check the regions where you have sales tax nexus before quoting
  • Look up existing customer records and confirm details with the caller
  • Create order or refund transactions once the details are confirmed
  • Remove customers, orders or refunds that were entered in error

Taxjar exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quoting tax on a wholesale order

  1. Caller

    Hi, I'd like to place an order for 40 units to a shop in Austin, Texas. What would the sales tax be?

  2. Agent

    Thanks for calling. Let me calculate that for you. Can you confirm the shipping cost and whether the buyer has a tax exemption certificate?

  3. Caller

    Shipping is 85 dollars and they do have an exemption certificate on file.

  4. Agent

    Got it. With the exemption applied and 85 dollars shipping, the sales tax comes to zero. I can record the order now if you'd like.

Checking a returning customer

  1. Caller

    This is Maria Lopez. I bought a set of candles last month and want to know if my account is still active.

  2. Agent

    Hello Maria, let me check our customer records. I see your account under that name. Would you like me to confirm the address we have on file for your last order?

  3. Caller

    Yes, please. It should be 112 Harbor Road, Portland.

  4. Agent

    That matches. Your account is active and your last order is recorded. Anything else I can help you with?

Recording a refund after a call

  1. Caller

    I returned one of the lamps from order 4471. I'd like the refund of 64 dollars processed.

  2. Agent

    I can help with that. Let me confirm the order and the amount. Was the lamp the full 64 dollars, including tax?

  3. Caller

    Yes, that's right.

  4. Agent

    Thanks. I've created the refund transaction for order 4471. You'll see it in your records shortly.

How to connect Taxjar

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Taxjar

    From Integrations in the dashboard, choose Taxjar and enter the connection details from your Taxjar account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Taxjar actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can calculate tax, look up customers and create transactions while the caller is on the line. It can also record details after the call ends, if you set it up that way.

What do I need to connect TaxJar?

A TaxJar account and its credentials. Copy them from TaxJar's settings, then connect them from the AgentCalls dashboard. You need to sign in to AgentCalls first.

Which plan includes this integration?

Integrations, including TaxJar, are included from the Growth plan.

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Put your agent to work with Taxjar.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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