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Working inside TaxJar: what LedgerBPO does
TaxJar bookkeeping services from LedgerBPO give online sellers a named accountant who reconciles TaxJar's state reports to the sales tax payable account, reviews Nexus Insights before thresholds are crossed, checks channel imports from Shopify, Amazon and Stripe, and prepares each return draft you approve. AutoFile submits under your enrollment, or you file; we never file for you.
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Your subscription, your data
TaxJar bookkeeping services from LedgerBPO give online sellers a named accountant who reconciles TaxJar's state reports to the sales tax payable account, reviews Nexus Insights before thresholds are crossed, checks channel imports from Shopify, Amazon and Stripe, and prepares each return draft you approve. AutoFile submits under your enrollment, or you file; we never file for you.
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Inside your file
TaxJar state reports tied to the ledger before every filing
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Reconciled on a calendar
Nexus Insights reviewed quarterly so registrations are not late
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Reviewed before you see it
AutoFile runs under your enrollment; you approve, we reconcile
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A named accountant, a backup and a team lead
Inside your own software, on a fixed close calendar, with a reply from a person within 1 business day. Call +1-657-777-0006 or start a quote.
Get a custom quote 06 / 06
Why businesses on TaxJar outsource
TaxJar pulls orders from every channel and tells you what is expected to be due by state. The gap appears between that report and the books. A channel disconnects for a week, a marketplace collects the tax on some orders and not others, refunds arrive after the period closes, and the ledger's sales tax payable account stops matching TaxJar's expected figure. AutoFile then files whatever TaxJar shows.
A dedicated accountant reconciles the two each period. We check that every channel imported completely, compare TaxJar's expected tax by state with the liability account, correct product tax categories, and hand you a return draft with the differences explained. You approve, AutoFile files under your enrollment or you file yourself, and the payment you release matches the return.
What we do inside TaxJar
Channel import checks
Each month we confirm Shopify, Amazon, Stripe, Square, PayPal and WooCommerce orders have imported into TaxJar completely, and re-import any gap before the report is used.
State report reconciliation
TaxJar's expected sales tax due by state is tied to the sales tax payable account and to gross sales in the ledger, with every difference documented.
Return drafts and AutoFile
We prepare the return draft and workpapers, you approve, and AutoFile submits under your enrollment and remits from your bank. If a state is filed manually, you file from our draft.
Nexus Insights review
Sales and transaction counts by state are reviewed against economic nexus thresholds each quarter, and we flag where a registration or a new AutoFile enrollment is needed.
Product tax categories
Items are mapped to TaxJar product tax categories so clothing, food, software and shipping are taxed correctly by state, and mismatches are corrected in the source channel.
Marketplace facilitator handling
Amazon and other marketplace-collected tax is separated in TaxJar's reports so your return covers only what you must remit.
Integrations we reconcile
- ShopifyShopify orders and refunds in TaxJar matched to the Shopify payout report and ledger sales.
- Amazon Seller CentralMarketplace-facilitator sales imported into TaxJar but excluded from your remittance where the state requires.
- StripeStripe invoices and Checkout payments imported into TaxJar reconciled to Stripe payouts.
- QuickBooks OnlineSales tax payable and sales by state tied to TaxJar's reports each month.
- SquareSquare in-person sales imported into TaxJar reconciled to the Square Sales Summary by location.
Migration to and from TaxJar
Moving to TaxJar
Getting TaxJar right starts with connecting every channel, entering each state registration with the correct filing frequency, and mapping products to tax categories. We connect the channels, load registrations, enroll AutoFile only for states you approve, and run the first period against your previous filings so the expected tax matches before anything is submitted.
Moving from TaxJar
If you move to Avalara, Stripe Tax or a filing service, we export TaxJar's transaction history and filed return copies for your records, reconcile the final period, cancel AutoFile enrollments after the last return files, and confirm which periods the new tool owns. The sales tax payable account is reconciled to zero at the switch.
Common TaxJar reconciliation problems we fix
Channel stopped syncing
A disconnected Shopify or Amazon connection leaves a hole in the report and an under-filed return. We check import counts against channel order counts every month.
Expected tax does not match the ledger
Refunds, canceled orders and manual invoices explain most gaps. We reconcile TaxJar's state report to the payable account and post the correction before approval.
Nexus threshold crossed unnoticed
Nexus Insights shows the warning, but nobody looks until a notice arrives. We review it quarterly and flag registrations with time to spare.
Wrong product tax category
A taxable item coded as exempt, or shipping taxed in a state that exempts it, compounds every month. We audit categories and fix them at the source.
AutoFile filed a return you did not review
Automatic filing without reconciliation locks in errors. We deliver the tie-out before the AutoFile cut-off so you approve on reconciled numbers.
Other sales tax platforms
Frequently asked questions
Do you work inside my existing TaxJar account?
Yes. You add our named accountant as a user in your TaxJar account. Channels, state registrations, AutoFile enrollments and bank details stay yours. We review reports, prepare drafts and reconcile; we do not enroll new states or change bank information without your written approval.
How much do TaxJar bookkeeping services cost?
Pricing depends on volume and scope, so we send a custom quote within 1 business day. The quote reflects how many states you file in, how many channels feed TaxJar, monthly order volume, and whether the work is combined with full monthly bookkeeping or limited to sales tax reconciliation.
Does AutoFile mean I no longer need reconciliation?
No. AutoFile files what TaxJar calculates, so any channel gap or category error is filed as-is. We reconcile the state reports to the ledger before each AutoFile cut-off, and you approve the figures. Our sales tax reconciliation service describes the monthly checks.
Can you handle Amazon marketplace facilitator sales in TaxJar?
Yes. Amazon collects and remits in most states, and TaxJar labels those orders. We make sure facilitator-collected tax is excluded from your remittance while gross sales still count toward nexus thresholds where a state requires it. The split is documented in each period's workpapers.
What happens if I have crossed nexus in a state without registering?
We quantify the exposure from TaxJar's Nexus Insights and transaction data, prepare a summary for your CPA or tax adviser, and support registration and back filings once you decide the approach. We do not give tax advice or file the registration ourselves.
Can you clean up past periods where TaxJar and my books disagreed?
Yes. We rebuild sales and tax by state from channel exports and TaxJar's transaction history, reconcile each filed return to the ledger, and prepare amended return drafts for you or your CPA where a difference is material. This is scoped as a cleanup project before monthly reconciliation starts.
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