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Product presets

Product presets are a way to simplify the tax calculation by pre-configuring the tax attributes for a specific product. In the Taxwire App, you can ingest products from one of our supported sources. Let’s highlight the steps to create a product preset with a Stripe product.
  • Step 1: Ingest the product. In the Taxwire App, go to the Integrations page and click on the Stripe button. Once you add your Stripe key and create the integration, we will automatically ingest your products.
  • Step 2: Select a product. In the Taxwire App, go to the Products page and click on the product you want to create a preset for.
  • Step 3: Configure the product. In the product details slide-out, you will see a Tax settings override section with a search bar for tax categories. You can then search and select ALL the relevant tax categories for the product. If there are attributes applicable to the product, you can select them in the Attributes section (if the section is not visible, it means there are no attributes applicable to the product).
That’s it! You have now created a product preset. You can now use this product preset in the calculation API call.
source_account_id is a newly introduced param to allow multi-tenancy. E.g: 2 different Stripe account connected to the same Taxwire organization
This will automatically use the tax attributes set in the product preset for the tax calculation.

Customer presets

Customer presets work the same way for the buyer side of a line item. When you reference a customer record, Taxwire knows which customer is buying, and everything it knows about that customer — most importantly their exemption certificates — applies to the calculation.
For customers created in Taxwire, the id is the customer ID entered when the record was created and the source is taxwire (the default). For customers synced from a connected platform, the id is the platform’s own id for that customer and the source is the platform name, for example stripe or quickbooks. See the customer exemptions guide for how exemptions flow from a referenced customer into the calculation. More presets will be added in the future, including presets for fulfillment centers.