Use the TaxJar Transactions API to record completed orders for AutoFile and reporting purposes

Verified steps

1. Authenticate with your TaxJar API token and call POST /v2/transactions/orders to record a completed order; include transaction_id, transaction_date, to_country, to_state, to_zip, to_city, amount, shipping, and sales_tax fields
2. Include line_items in the request with product_identifier, quantity, unit_price, sales_tax, and product_tax_code for each line; line-level data is required for TaxJar to attribute sales tax correctly to individual jurisdictions and product categories in reports
3. Set the transaction_date to the date the order was completed or the tax liability was incurred, not the date of the API call; TaxJar uses this date to assign the transaction to the correct filing period
4. For refunds, create a separate record via POST /v2/transactions/refunds referencing the original transaction_id in the transaction_reference_id field; do not delete and recreate the original order record
5. Retrieve recorded transactions via GET /v2/transactions/orders/{transaction_id} to confirm the data was stored correctly before relying on TaxJar AutoFile to include it in return filings
6. For marketplace orders where the marketplace collected tax, record the transaction with the marketplace-collected tax amount and mark the exemption appropriately so TaxJar does not double-count collected tax in AutoFile returns