TaxJar API Versioning Update FAQ

Please contact [email protected] with additional questions.


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What is changing with TaxJar’s API?

TaxJar’s API has introduced versioning via a headers parameter, ‘x-api-version’.  The ‘x-api-version’ can be specified at your software integration’s level. The most recent version of this parameter is:


‘x-api-version’: ‘2020-08-07’


With this release comes mathematical validation of your API calls.

On July 1, 2021, the TaxJar API will enforce these mathematical validations by default. The reason for this is because of TaxJar reporting and filing discrepancies that cause delays in our ability to timely file your returns.


We are informing our technology partners and customers now so that they may take advantage of correcting issues caused by bad math before July 1, 2021. This will prevent unforeseen issues when our customers have the new validations enabled.


For TaxJar’s API reference regarding this update, see our Developer Documentation.

How is my integration affected?

If you use TaxJar for transaction reporting by sending us order and refund data, your integration may be affected. 


Without taking advantage of ‘x-api-version’: ‘2020-08-07’, requests to the TaxJar API that include bad math will return the following:


{

   "status": 400,

   "error": "Bad Request",

   "detail": "amount must be equal to the sum of line items and shipping, excluding sales tax."

}


This error means that the transactions will not be created in TaxJar because of arithmetical discrepancies between the request body level ‘amount’ and ‘line_items’ details. 

What do I need to do?

When transactions fail to sync to TaxJar, they will not be available in your list of transactions or your state reports. If your integration was built by TaxJar, we include methods of reviewing transactions that failed to sync for you directly in the integration. 


If your integration was built by one of TaxJar’s certified partners, we have informed and communicated this information to them. No actions are required on the customer’s part as our partners are diligently working toward including the updates.


If your integration was not built by TaxJar or a TaxJar certified partner, you may need to contact your software developer(s) or the third-party which has built the integration. You will need to ensure you have the ability to review failed transaction API calls to TaxJar. We recommend taking advantage of the ‘x-api-version’: ‘2020-08-07’ in your API request headers as soon as possible to avoid missing transactions.



Why are there API failures or discrepancies?

The reasons for transactions resulting in discrepancies can vary and depend on how your software interacts with constructing transaction API calls. For this reason, it is difficult to advise on what precisely must be corrected.


The most common causes are when the sum of ‘line_items’ does not match the subtotal in the ‘amount’. More context is provided below. However, know that these issues result in customer state reports misrepresenting either gross, discounted, or sales tax amounts. The resulting issues require manual intervention and review by your customers, our support teams, and engineers. 


What is an example of an API failure and how do I fix it?

In the below refund example, note that the sum of ‘line_items’ + ‘shipping’ does not equal the ‘amount’:


{

 "transaction_id": "refund-0001",

 "transaction_date": "2021-01-07",

 "from_street": "9663 Santa Monica Blvd",

 "from_city": "Beverly Hills",

 "from_zip": "90210-4705",

 "from_state": "CA",

 "from_country": "US",

 "to_street": "9663 Santa Monica Blvd",

 "to_city": "Beverly Hills",

 "to_zip": "90210-4705",

 "to_state": "CA",

 "to_country": "US",

 "line_items": [{

   "product_tax_code": "",

   "product_identifier": "FW-01",

   "sales_tax": -0.48,

   "quantity": 1,

   “Discount”: 0,

   "description": "Fuzzy Widget 01",

   "unit_price": -5.00

 }, {

   "product_tax_code": "",

   "product_identifier": "MW-01",

   "sales_tax": -0.48,

   "quantity": 1,

   “Discount”: 0,

   "description": "Metal Widget 01",

   "unit_price": -5.00

 }

],

"sales_tax": -0.96,

"shipping": -10,

"amount": -15.00

}


The true ‘amount’ should equal -20.00. This works out from the following:


  -5.00 (first line_item) 

+ -5.00 (second line_item) 

+ -10.00 (shipping) 

= -20.00 (amount)


Reasons for why the request body could be built incorrectly may depend. Developers should review the following:


1) Identify what methods and code define 

- ‘line_items[*].quantity’
- ‘line_items[*].discount’
- ‘line_items[*].unit_price’
- ‘line_items[*].sales_Tax’
- ‘amount’
2) Ensuring ‘line_items[*]’ iteration is always quantity * unit_price - discount = line_item total
3) Ensuring ‘amount’ is always line_item total + shipping
4) Ensuring sales_tax’ is always the sum of all ‘line_items[*].sales_tax’ 

Without the TaxJar API update to either have ‘x-api-version’: ‘2020-08-07’ included or enabled by default on July 1, 2021, the above example request would not result in an error. However, it would cause issues on your reporting, delay filing, and likely happen again.   


Who can help me with questions?

TaxJar customers or their developers should contact [email protected].