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Integrate Taxjar with your AI CRM

TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing.

Explore Triggers and Actions

Calculate Sales Tax For An Order

Calculate sales tax for an order using origin and destination details, the order amount and shipping, and optional nexus addresses, line items, and exemptions. The result includes the tax to collect and, when available, a breakdown by jurisdiction, shipping, and line item.

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Create Customer

Tool to create a new customer with exemption information. Use when you need to add a customer to your TaxJar account for tax exemption management.

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Create Order Transaction

Creates an order transaction in TaxJar for sales tax reporting and filing, using an origin address on file. The order amount includes shipping but excludes sales tax.

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Create Refund Transaction

Creates a refund transaction for an original order in TaxJar. This tool requires an origin address on file in TaxJar.

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Delete Customer

Tool to delete an existing customer. Use when you need to remove a previously created customer by its ID. Example: "Delete customer cust_12345".

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Delete Order Transaction

Tool to delete an existing order transaction. Use when you need to remove a previously created order transaction by its ID. Example: "Delete transaction abc123".

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Delete Refund Transaction

Tool to delete an existing refund transaction. Use when you need to remove a previously created refund transaction by its ID. Example: "Delete refund 243345".

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List Customers

Lists customer IDs for customers created through the TaxJar API. Accepts page and per-page parameters and returns customer ID strings.

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List Nexus Regions

Tool to list existing nexus regions for an account. Use after authenticating your account to discover where you have nexus for sales tax purposes.

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List Order Transactions

List order transaction IDs within a date range. Returns an array of transaction IDs (strings) for orders created between the specified dates. Use this to discover which orders exist in a date range, then use SHOW_ORDER_TRANSACTION to get details for specific IDs.

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List refund transactions

Lists refund transaction IDs within a specified date range. Returns an array of transaction IDs only. To get detailed information about a specific refund, use the 'Show refund transaction' action with the ID. Useful for finding refunds created through the TaxJar API within a specific time period.

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List Tax Categories

Tool to list all product tax categories and their codes. Use when you need to discover available tax categories before assigning them to products.

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Show Customer

Tool to show an existing customer. Use when you need to retrieve details of a specific customer via TaxJar API.

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Show Order Transaction

Tool to show an existing order transaction by ID. Use when you need to retrieve full details of a specific order transaction after creation or listing.

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Show Refund Transaction

Retrieves detailed information about a specific refund transaction from TaxJar. Use this tool when you need to: - View complete details of a refund transaction including amounts, addresses, and line items - Verify refund transaction data that was previously created - Audit refund information for tax reporting purposes Requires a valid transaction_id that was previously created through TaxJar's API.

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Show Tax Rates for a Location

Retrieve sales tax rates for a ZIP code, optionally specifying country, state, city, and street. The result provides the combined location rate and jurisdictional rates; it is not an order-specific tax calculation and does not determine nexus or apply product or customer exemptions.

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Summarize Tax Rates for All Regions

Tool to retrieve minimum and average sales tax rates by region. Use when you need a backup of regional tax summary rates.

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Update Customer

Tool to update an existing customer in TaxJar. Use when you need to modify customer details such as exemption type, name, or address information.

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Update Order Transaction

Request an update to an existing API-created order transaction by transaction ID, for example to adjust its amount, shipping, sales tax, destination, or line items. TaxJar returns details of the updated order.

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Update Refund Transaction

Tool to update an existing refund transaction. Use when adjusting refund details such as amount, shipping, or line items after creation.

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Validate VAT Number

Validates EU VAT identification numbers against the VIES (VAT Information Exchange System) database. Use this tool to: - Verify VAT number format and validity - Check if a VAT number is registered and active in the EU - Retrieve associated company name and address when available - Confirm tax-exempt eligibility before processing transactions The validation queries the European VIES database when available, returning company details for valid registrations. When VIES is unavailable, it falls back to format-based validation using regex patterns.

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How the Taxjar integration works

The Taxjar integration connects your Dench AI CRM directly to Taxjar, so agents can read and act on your Taxjar data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

21 actions are available for agents to invoke on your behalf. Every call runs through Taxjar's own authorization, scoped to the account you connect.

Set up Taxjar in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Taxjar and click Connect — you'll authorize access through Taxjar's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Taxjar in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Taxjar integration work with Dench?

The Dench Taxjar integration connects your AI CRM to Taxjar, so AI agents can work with your Taxjar data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Taxjar via Dench?

The Taxjar integration currently exposes 21 actions, including Calculate Sales Tax For An Order, Create Customer, Create Order Transaction, Create Refund Transaction, Delete Customer, and Delete Order Transaction. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Taxjar to Dench?

No. You connect Taxjar from your Dench workspace using Taxjar's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Taxjar integration secure?

Connections are authorized through Taxjar's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Taxjar connection from your workspace settings at any time.

Taxjar | Dench AI CRM