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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. The one exception is Collected sales tax, which must be the product’s only code (see Tax on a line item). 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. For products synced from a connected platform, the id is the platform’s own id for that product (a Stripe prod_ id, for example) and the source is the platform name. For products created with the Products API, the preset’s id, source and source_account_id are the product’s source_id, source and source_account_id. Taxwire’s own prd_ id is not a preset id: it matches no product, and the line falls back to your organization’s default tax code.

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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. For customers created with the Customers API, the preset’s id, source and source_account_id are the customer’s source_id, source and source_account_id.
If your organization has more than one account on a platform (two QuickBooks companies, for example), always send source_account_id on customer presets. Without it, an id that exists in several accounts matches no customer, and the line is taxed as if no customer were named.
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.