# tax_cloud

**Repository Path**: mirrors_dblock/tax_cloud

## Basic Information

- **Project Name**: tax_cloud
- **Description**: Ruby gem to calculate sales tax using TaxCloud.net
- **Primary Language**: Unknown
- **License**: MIT
- **Default Branch**: master
- **Homepage**: None
- **GVP Project**: No

## Statistics

- **Stars**: 0
- **Forks**: 0
- **Created**: 2020-09-24
- **Last Updated**: 2026-05-23

## Categories & Tags

**Categories**: Uncategorized

**Tags**: None

## README

= TaxCloud

{<img src="https://travis-ci.org/drewtempelmeyer/tax_cloud.png" />}[https://travis-ci.org/drewtempelmeyer/tax_cloud]

TaxCloud[http://www.taxcloud.com] is a free service to calculate sales tax and generate tax reports. The <tt>tax_cloud</tt> gem allows you to easily integrate with TaxCloud's API.

=== Getting Started
Create a TaxCloud[http://www.taxcloud.com] merchant account at http://www.taxcloud.net. Add a website to your account under Locations[https://taxcloud.net/account/locations]. This will generate an API ID and API Key that you will need to use the service.

TaxCloud[http://www.taxcloud.com] also offers an optional address verification API. To use it, you need a USPS (United States Postal Service) Address API UserID. To obtain your USPS UserID:
1. Download and Install the USPS Shipping Assistant from http://www.usps.com/shippingassistant.
2. Launch the USPS Shipping Assistant and go through the Shipping Assistant registration process.
3. Once you have registered for your Shipping Assistant account, you can find your USPS Shipping Assistant UserID in the "About" box, in parentheses to the right of the name of the registered user.

=== Setup
Add the gem to your Gemfile.

    gem 'tax_cloud'

Configure your environment. For example, create an initializer in Rails in <tt>config/initializers/tax_cloud.rb</tt>.

    TaxCloud.configure do |config|
      config.api_login_id = 'your_tax_cloud_api_login_id'
      config.api_key = 'your_tax_cloud_api_key'
      config.usps_username = 'your_usps_username'
    end

=== Using TaxCloud
Define the destination and origin addresses using <tt>TaxCloud::Address</tt>.

    origin = TaxCloud::Address.new(
      :address1 => '162 East Avenue',
      :address2 => 'Third Floor',
      :city => 'Norwalk',
      :state => 'CT',
      :zip5 => '06851')
    destination = TaxCloud::Address.new(
      :address1 => '3121 West Government Way',
      :address2 => 'Suite 2B',
      :city => 'Seattle',
      :state => 'WA',
      :zip5 => '98199')

Create your Transaction and set up your cart items

    transaction = TaxCloud::Transaction.new(
      :customer_id => '1',
      :cart_id => '1',
      :origin => origin,
      :destination => destination)
    transaction.cart_items << TaxCloud::CartItem.new(
      :index => 0,
      :item_id => 'SKU-100',
      :tic => TaxCloud::TaxCodes::GENERAL,
      :price => 10.00,
      :quantity => 1)
    lookup = transaction.lookup # this will return a TaxCloud::Responses::Lookup instance
    lookup.tax_amount # total tax amount
    lookup.cart_items.each do |cart_item|
      cart_item.tax_amount # tax for a single item
    end

After you've authorized and captured the transaction via your merchant account, you should do the same with TaxCloud for maintaining accurate tax information.

    transaction.order_id = 100
    transaction.authorized_with_capture # returns "OK" or raises an error

Later, you may need to mark some cart items as returned. TaxCloud will ignore any cart items that you don't include.

    transaction.order_id = 100
    transaction.cart_items << TaxCloud::CartItem.new(
      :index => 0,
      :item_id => 'SKU-100',
      :tic => TaxCloud::TaxCodes::GENERAL,
      :price => 10.00,
      :quantity => 1)
    transaction.returned # returns "OK" or raises an error

=== Verifying Addresses

TaxCloud[http://www.taxcloud.com] optionally integrates with the USPS Address API. An address can be verified, which can also yield a 9-digit zip code that helps determine a more accurate tax rate.

    address = TaxCloud::Address.new({
      :address1 => '888 6th Ave',
      :city => 'New York',
      :state => 'New York',
      :zip5 => '10001'
    })

    verified_address = address.verify
    verified_address.zip5 # 10001
    verified_address.zip4 # 3502
    verified_address.zip # 10001-3502

=== Tax Codes
TaxCloud[http://www.taxcloud.com] maintains a list of all Taxability Information Codes or TICs, which can be found at https://taxcloud.net/tic.

You can obtain all tax codes as well as lookup a tax code by ID.

    TaxCloud::TaxCodes.all # a hash of all codes
    tax_code = TaxCloud::TaxCodes[TaxCloud::TaxCodes::DIRECT_MAIL_RELATED]
    tax_code.ticid # 11000 or TaxCloud::TaxCodes::DIRECT_MAIL_RELATED
    tax_code.description # "Direct-mail related"

Tax codes are organized in groups.

    TaxCloud::TaxCode::Groups.all # a hash of all groups
    tax_code_group = TaxCloud::TaxCode::Groups[TaxCloud::TaxCode::Groups::SCHOOL_RELATED_PRODUCTS]
    tax_code_group.group_id # 3 or TaxCloud::TaxCode::Groups::SCHOOL_RELATED_PRODUCTS
    tax_code_group.description # School Related Products
    tax_code_group.tax_codes # a hash of all codes in this group

Tax code constants are defined in <tt>tax_code_constants.rb</tt> and tax code group constants in <tt>tax_code_group_constants.rb</tt>. These files can be generated by running the following rake tasks.

    TAXCLOUD_API_LOGIN_ID=... TAXCLOUD_API_KEY=... TAXCLOUD_USPS_USERNAME=... tax_cloud:tax_codes
    TAXCLOUD_API_LOGIN_ID=... TAXCLOUD_API_KEY=... TAXCLOUD_USPS_USERNAME=... tax_cloud:tax_code_groups

=== Tax States
TaxCloud manages a list of states in which you can calculate sales tax. The default setup will only have SSUTA (Streamlined Sales and Use Tax Agreement) states enabled. All other states will return $0 for tax values. To enable other states, go to https://taxcloud.net/account/states. You can find more information about SSUTA here[http://www.streamlinedsalestax.org/index.php?page=About-Us].

=== Running Tests
* VCR and WebMock are used to replay requests and avoid hitting the API each time. To refresh the mocks, simply delete the <tt>test/cassettes</tt> directory.
* Run tests.
    rake test
* If you need to record new requests against TaxCloud, set your keys first.
    TAXCLOUD_API_LOGIN_ID=... TAXCLOUD_API_KEY=... TAXCLOUD_USPS_USERNAME=... rake test
  The mocks will filter out your configuration details.

=== Bugs, fixes, etc
* Fork.
* Write test(s).
* Fix.
* Commit.
* Submit pull request.

=== License

Copyright Drew Tempelmeyer and contributors, 2011-2013.

This gem is licened under the MIT license.