Add Taxjar to your AI agent
TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing.
- Things your agent can do in Taxjar
- 21
Things your AI can do in Taxjar
Your FormWise AI can handle any of these in Taxjar — on its own, without you needing to click a button.
Calculate Sales Tax For An Order
PopularTool to calculate sales tax for an order. Use when you need an accurate tax calculation including nexus addresses, line items, shipping, and exemptions.
Create Customer
PopularTool to create a new customer with exemption information. Use when you need to add a customer to your TaxJar account for tax exemption management.
Create Order Transaction
PopularCreates a new order transaction in TaxJar for sales tax reporting and compliance. This action records order transactions that will appear in the TaxJar dashboard for tax filing purposes. The transaction includes customer location, order amounts, shipping costs, and sales tax collected. Important: The 'amount' field must include shipping but exclude sales tax. If line_items are provided, their sum (quantity * unit_price - discount) must equal amount minus shipping.
Create Refund Transaction
PopularTool to create a new refund transaction. Use after confirming refund details.
Delete Customer
PopularTool to delete an existing customer. Use when you need to remove a previously created customer by its ID. Example: "Delete customer cust_12345".
Delete Order Transaction
PopularTool to delete an existing order transaction. Use when you need to remove a previously created order transaction by its ID. Example: "Delete transaction abc123".
Delete Refund Transaction
PopularTool to delete an existing refund transaction. Use when you need to remove a previously created refund transaction by its ID. Example: "Delete refund 243345".
List Customers
PopularLists all customer IDs from your TaxJar account. Returns a paginated list of customer IDs (strings). To get full details for a specific customer (including name, address, exemption type, etc.), use the customer ID with the 'Show Customer' action. Use this action to: - Browse all customers in your TaxJar account - Find customer IDs for further operations - Check which customers have been created
List Nexus Regions
PopularTool to list existing nexus regions for an account. Use after authenticating your account to discover where you have nexus for sales tax purposes.
List Order Transactions
PopularList 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.
List refund transactions
PopularLists 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.
List Tax Categories
PopularTool to list all product tax categories and their codes. Use when you need to discover available tax categories before assigning them to products.
Show 9 more things it can do
Show Customer
PopularTool to show an existing customer. Use when you need to retrieve details of a specific customer via TaxJar API.
Show Order Transaction
PopularTool 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.
Show Refund Transaction
PopularRetrieves 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.
Show Tax Rates for a Location
PopularTool to show sales tax rates for a location. Use when you need to retrieve sales tax rates for a specific ZIP code with optional address details (city, state, country, street).
Summarize Tax Rates for All Regions
PopularTool to retrieve minimum and average sales tax rates by region. Use when you need a backup of regional tax summary rates.
Update Customer
PopularTool to update an existing customer in TaxJar. Use when you need to modify customer details such as exemption type, name, or address information.
Update Order Transaction
PopularTool to update an existing order transaction. Use when adjusting order details such as amount, shipping, or line items after creation.
Update Refund Transaction
PopularTool to update an existing refund transaction. Use when adjusting refund details such as amount, shipping, or line items after creation.
Validate VAT Number
PopularValidates 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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Taxjar is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Taxjar, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Taxjar for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Taxjar work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Taxjar to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Taxjar in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Taxjar.
- 3
Hit "Connect"
Click "Connect Taxjar" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Taxjar
Build a quick AI Agent (it's like writing instructions, not code), and pick the Taxjar actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Taxjar for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Taxjar workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Taxjar users had before signing up
Do I need to know how to code?
Not even a little. If you can use Taxjar today, you can set this up. You'll connect Taxjar, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Taxjar login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Taxjar or delete everything any time.
What happens when Taxjar updates their app?
We handle it. When Taxjar adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Taxjar takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Taxjar — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Taxjar on FormWise
TaxJar provides a comprehensive sales tax API for real-time tax calculations, reporting, and filing.
Connect Taxjar once and your FormWise AI gets 21 things it can do inside it. That means your AI can handle the Taxjar work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Taxjar? Take a look at www.taxjar.com.
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Stop doing the Taxjar work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.