Automated TaxJar Sales Tax Reconciliation
On the first of each month, WebRun opens TaxJar, compares the sales tax filed for each state against what was actually collected in the platform, logs the totals to Google Sheets, and creates a Notion task for any state with a discrepancy so it gets resolved before the next filing period.
How do I reconcile TaxJar sales tax filings every month?
WebRun compares your TaxJar filed returns against tax actually collected for every state on the first of each month. It logs the totals to Google Sheets and creates a Notion task for any state with a discrepancy, so a filing mismatch gets caught and resolved before it compounds into the next period.
- Filed and collected tax get compared automatically every month
- Every discrepancy has a tracked task instead of a buried spreadsheet cell
- Mismatches are caught before they compound across filing periods
Built for ecommerce finance teams · accountants · bookkeepers · multi-state sellers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.taxjar.comin a real browser with your saved login - no setup, no API keys. -
1
TaxJar - compare filed tax against collected tax
taxjar.com
WebRun opens TaxJar to compare filed tax against collected tax. - Open TaxJar and review last month's filed returns by state
- Compare the filed amount against tax actually collected
- Capture the state and the size of any mismatch
Done when Every state's filed and collected tax has been compared.
-
2
Google Sheets - log the monthly totals
google.com
WebRun opens Google Sheets to log the monthly totals. - Append a row for each state with filed and collected totals
- Highlight any row where the two don't match
- Keep a running history across months
Done when The reconciliation sheet reflects every state for the month.
-
3
Notion - create a task for discrepancies
notion.so
WebRun opens Notion to create a task for discrepancies. - Create a task for each state with a discrepancy
- Note the filed amount versus the collected amount
- Assign it to whoever handles sales tax
Done when Every discrepancy has an open Notion task.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it file the sales tax return itself?
No. WebRun only compares what was already filed against what was collected. Filing or amending a return stays with your finance team.
What causes a discrepancy?
Usually a timing difference or a rate change that wasn't reflected before filing. WebRun just flags where the two numbers don't match so someone can check why.
What happens once a discrepancy is resolved?
Mark the Notion task done, and the next month's reconciliation starts fresh from the current numbers.
Related templates
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