Connecting WooCommerce

Quaderno takes care of all your tax calculations for WooCommerce, sending tax-compliant invoices, creating useful reports, and letting you know when your business faces new tax collection obligations worldwide.

Follow these steps to connect one or many WooCommerce stores to a Quaderno account:

1. Install our official plugin for WooCommerce.

   Go to the API keys page in your Quaderno account and copy your API credentials.

   Go to WooCommerce > Settings > Integrations > Quaderno and paste the Private key and API URL from step 2. Select the options you’d like to configure and click Save changes .

   Go to WooCommerce > Settings > General and activate the option Enable tax rates and calculations . Click Save changes .

   Go to WooCommerce > Settings > Tax > Tax options and set up your tax preferences. The simplest option is using tax-exclusive prices, meaning the tax will be added on top of your product prices. To use tax-inclusive prices instead, follow these steps.

   For the Calculate tax based on field, you might want to:

   1. Select Customer billing address when selling digital products.

   2. Select Customer shipping address when selling physical goods.

      Click Save changes .

2. For taxes to be accurately calculated on your checkout and invoices, configure all tax jurisdictions where your business is registered for tax collection.
3. Switch back your Blocks Checkout to the Classic Checkout by following these instructions.
4. Make sure your checkout form fields collect at least the Country and Postal code fields for accurate tax calculations. For tax-compliant invoices, the whole billing address would be needed, as well as the tax ID for B2B sales.
5. When selling products with different tax rates, make sure to configure their tax codes in WooCommerce > Settings > Products. If no Quaderno tax code is selected, Quaderno will consider the product to be a standard-rate good.

That’s it! With this simple configuration, Quaderno will generate an invoice or credit note for any WooCommerce sale or refund, when the order is marked as "paid" or "completed" in WooCommerce.

The configuration process is summarized in this video:

Advanced options

Let’s now review a few advanced options you might need to configure depending on your case:

• First, we'd recommend sending your customers the Quaderno's tax-compliant invoices instead of the WooCommerce ones. You can enable this with the option Autosend receipts in WooCommerce > Settings > Integrations > Quaderno. Note that Quaderno also offers a useful billing dashboard for your customers.
• When selling with tax-inclusive pricing (meaning your final price includes taxes), follow these steps to delete all tax rates in WooCommerce except for the rate from the jurisdiction where your business is based. WooCommerce will use the standard rate in your jurisdiction to calculate taxable bases.
• In some cases like ticket sales to in-person events or pick-up orders (never on shipped orders or digital products), you might need tax to be calculated based on the store location where the product is purchased, rather than the customer's location. To do that, in WooCommerce > Settings > Tax, select Calculate tax based on - Shop base address .
• You can also ignore all tax rates and locations by going to WooCommerce > Settings > Integrations > Quaderno and selecting the option Force universal pricing . Please consult your tax accountant before doing this.

Limitations

There are also a few known limitations:

• Only one tax rate per product is supported in WooCommerce. This would be a problem for applying both GST and QST in Canada.
• For recurring payments, only "simple subscriptions" are supported. "Variable subscriptions" are not supported.
• The WooCommerce API does not provide information about the point of exit of the goods, therefore our plugin cannot support the case where orders ship from different locations.
• Contacts from WooCommerce are synced upon creation, but subsequent updates must be manually performed in Quaderno.
• The new Checkout Blocks, which is the default for new installations, is not currently supported. To switch back to the Classic Checkout, follow these instructions.