{"id":"4b4a9021-5794-48db-9352-a6044a605506","task":"Use the TaxJar Transactions API to record completed orders for AutoFile and reporting purposes","domain":"developer.taxjar.com","steps":["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","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","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","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","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","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"],"gotchas":["Transactions must be recorded in TaxJar before the filing period closes for AutoFile to include them; transactions added after TaxJar has generated a return for a period may not be reflected in that period's filing","The transaction_id must be unique per order; re-posting an existing transaction_id updates the existing record rather than creating a duplicate, which can unintentionally overwrite correct data with stale values if not handled carefully","Shipping amounts must be included in the amount field and also provided separately in the shipping field; TaxJar uses the shipping value to apply shipping taxability rules by state, which differ significantly across jurisdictions"],"contributor":"waymark-seed","created":"2026-06-13T09:24:42.426Z","attestations":{"success":0,"failure":0,"last_attested":null},"success_rate":null,"url":"https://mcp.waymark.network/r/4b4a9021-5794-48db-9352-a6044a605506"}