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Article Data
Article Ref
5719-EUDH-8039
Written By
Alexis
Date Created
Fri, 26th Jun 2015
Updated By
Alexis
Date Modified
Mon, 3rd Aug 2015
 
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   Set up TaxCloud in Fortune3

Question 

 How Can I Set Up TaxCloud On My Fortune3 Online Store?

Answer 

How Fortune3 works together with TaxCloud to give your customers the best experience at checkout.

1. Once a customer enters a shipping address during the checkout, Fortune3 sends TaxCloud an API request to calculate the tax amount due for the order.

2. Within milliseconds, TaxCloud recieves the information sent from Fortune3 and replies with the proper tax amount which is then diplayed on the checkout's tax field.

3. Upon completion of the order, Fortune3 sends a final request to TaxCloud to capture the transaction. All captured transactions are included in the sales tax report TaxCloud generates at the end of each month.

TaxCloud is only available for U.S Merchants and will only calculate taxes within the United States..

How to Get Started with TaxCloud

  1. Create your account.

    Start by going to taxcloud.com and registering.

    Enter your information such as your name, company name, email address and the URL for your web store.

    Agree to the Terms of Service: After you have created your account, you will receive an email with a unique link to the TaxCloud Terms of Service (The link is time-sensitive for security reasons so click on the link as soon as possible.)

    Create a password: Passwords must be at least 6 characters long, contain only letters and numbers, and include at least one number.

  2. Set Up Your Account Profile

    Log in: Sign in on the TaxCloud website and you will be taken to the "Account Profile" tab.

    Enter your company information: Enter your Federal Employer Identification Number or Social Security Number, choose the industry code for your type of business, and select the state where your company is incorporated.

  3. Add Locations and Websites

    On the "Locations" page, you can add retail stores, offices, and other physical locations. You will need to provide at least one physical location in order to use TaxCloud. If you don't have a brick-and-mortar store, add your office or home office.

    On the "Websites" page, add your online store. You can add as many online stores as you'd like, but each store must have a different URL. (The website you provided during registration will be added automatically.) 

     

  4. Select Product Tax Categories

    Different categories of goods are taxed differently depending on the State. To make sure your products are taxed correctly, you will need to assign a taxability information code (TIC) to your store, categories or products. Remember to make sure that shipping is assigned a TIC as well since shipping is taxable in certain States.

    As a backup, TaxCloud also lets you select a default tax category for your entire store. On the "Websites" page, each website panel lists a "Default TIC." To assign a Default TIC, click on the icon of overlapping squares. A new window will appear allowing you to choose the tax category that most closely fits your online store.

  5. Choose Where You Want to Collect Sales Tax

    When you visit the "Tax States" page, you will see a map of the United States with States in different colors.

    Orange states are "nexus" states. Any state where you have a physical location is considered a "nexus" state. You are required by law to collect sales tax in these states, and TaxCloud automatically assigns nexus states based on the locations you provide on the "Locations" page.

    Choose Where You Want to Collect Sales Tax

    Do you want to collect sales tax for all 24 SSUTA states (dark blue)? The first time you see the Tax States map, twenty-four states appear in dark blue. These states have adopted the Streamlined Sales and Use Tax Agreement (SSUTA), a set of guidelines that simplify sales tax collection for retailers. If you collect sales tax for all SSUTA states, TaxCloud can prepare and file your sales tax returns.

     Do you want to collect sales tax in some SSUTA states but not others? First click "Disable SSUTA" and then click on each state where you want to collect. As you select a state, it will appear in bright blue, indicating that you're collecting sales tax there.

    Where else do you want to collect sales tax? Click on any other state where you want to collect sales tax.
     

  6. Add a Bank Account (optional)

    TaxCloud needs bank information in order to either 1. Charge your monthly fee [$10] or 2. Debit your account in order to remit your sales tax proceeds to the states.

    To gain a better understanding of TaxCloud's pricing options, please use the following link.

    - If you are using TaxCloud for filing and remitting your sales taxes to the 24 Streamlined states [free option] you will need to enter your checking account information.

    - If you are only using TaxCloud to calculate sales tax and produce reporting [$10 per month], you should enter either checking account or credit card information.

  7. Activating TaxCloud on your Fortune3 Webstore.

    Setting up TaxCloud in Fortune3 is quite simple and can be completed following these steps:

    1. Visit Fortune3 and log in to your Fortune3 Administration Site

    2. Once logged in, mouse over the "Setup" menu

    3. Mouse over the option API Integrations

    4. Click on the TaxCloud option

    5. From the TaxCloud Set Up screen, add your TaxCloud API ID and TaxCloud API Key in the respective fields

    6. Click on the "Update TaxCloud Settings" button to complete the set up.

    If you are wondering what the USPS ID field is for; review the next step: 'Set Up Address Verification'

  8. Setting Up Address Verification

    1. You will need to create your USPS user ID in order to use address veritifcation. Follow the link: USPS ID request form

    2. Once you complete the regisration, you will be emailed your USPS ID which will be used to add address verification to your TaxCloud account.

    3. Copy your USPS ID and go back to the TaxCloud API Integration set up screen located in your Fortune3 administration site.

    4. Add your USPS ID and click on "Update TaxCloud Settings"

    Remember that adding address veification is not required in for taxation to work on your website. The purpose of this field is mainly for Address Verification.

    How does Address Verification works?

    • The Billing/Shipping address (Address and Zip Code) are verified against the USPS database as the customer enters the information.
    • The customer will be notified if the Address was verified or not.
    • Once the order is placed the address verification message will appear in your Order Information -> Order History field. At this point the store owner can decide on the next step of action to take as per company policy.
  9. Make a Test Purchase

    We suggest you make a test purchase to confirm TaxCloud is working properly. Test your TaxCloud set up by adding an item to the cart and purchasing this item. (Simply adding an item will not be enough, the order must be completed)

    Once you have completed your test purchase, go back to your Fortune3 administration site and process a return for this order, just as you would if a customer returned an item. This will allow TaxCloud to make sure its' returns function is working properly.

  10. Go Live!

    Log in to TaxCloud and go to the "Websites" page. When a website is ready to go live, a "Go Live!" button will appear in the upper left part of the panel.

    Click the "Go Live!" button, and you're done! TaxCloud will now calculate sales taxes on your Fortune3 onlinfor your website, keep detailed records of the sales tax collected, and more.


*If you are logged in to the Fortune3 Store Builder and would like to get to the Administration Site of your webstore, mouse over your Username (located on the top right corner of the screen) and click on the "Order Management" option.

Things to be aware of when using TaxCloud:

Once the order it's placed if there are any increments to be done afterwards, the order has to be place again. Why? TaxCloud API is not currently able to capture the amount increased after the order it's placed (TaxcCloud developers are working to make this availbale in the future).

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