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Anrok Connect Anrok to Sequence and automate sales tax end to end. Anrok calculates the right tax on every invoice based on your customer’s location and tax registrations, applies it automatically, and records each finalized invoice back in Anrok so your returns stay filing-ready. This connector requires an Anrok account.

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Capabilities

Automated tax calculations: Anrok calculates sales tax on every invoice from your customer’s location, tax registrations, and the tax category of each line
Up-to-date rates: Anrok applies the latest rates and rules for each jurisdiction, so you never maintain rates by hand
Filing-ready records: Finalized invoices and credit notes are recorded in Anrok automatically, keeping your tax obligations in sync for filing
Credit notes and voids: Refunds and voided invoices reverse the corresponding tax in Anrok automatically
Multi-jurisdiction support: Record multiple tax registrations per customer for businesses selling across states and countries
Exempt and reverse charge handling: Manage exemption certificates in Anrok and let Anrok determine reverse charge treatment automatically

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Before you begin

You need an Anrok account and an API key to connect this connector. Reach out to your Anrok representative if you don’t yet have one.
Because Anrok determines tax from location, make sure the following are accurate before you connect:
  • Your merchant address at Settings > Merchant > Address. This is the point of origin for every calculation.
  • Your customers’ billing addresses. Tax is calculated against where your customer is located.
  • Tax registration IDs for non-US customers. Anrok uses each customer’s tax registration ID to calculate tax outside the US, so record it for any non-US customer.

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Connector setup

1

Connect to Anrok

Navigate to Browse integrations, locate Anrok in the Tax section, and click Manage integration.
Anrok in the Tax section of Browse integrations
2

Map your tax categories to Anrok

Navigate to Settings > Sales Tax. With Anrok connected, your Sequence tax categories are mapped to Anrok tax categories rather than to custom rates.For each tax category, click Add Anrok mapping and choose the matching Anrok tax category. Anrok offers standard tax categories for common product types, and you can also map to custom categories you’ve created in Anrok.
Mark one mapping as the default. Line items whose tax category has no specific mapping fall back to the default, so tax can always be calculated.
Tax categories with Anrok mappings
Add Anrok mapping modal
If a tax category has no mapping and you haven’t set a default, invoices using that category can fail to finalize. Sequence shows a warning on the Sales Tax page when categories are unmapped and no default exists.
3

Assign tax categories to products

Every product that should be taxed needs a tax category assigned. Go to your Products catalog and assign a tax category to each product. For automatic tax calculation to work on a line item, its tax category must have a corresponding Anrok mapping (or you must have set a default).
Assign a tax category to a product
4

Add customer tax registrations

On a customer’s record, add the tax registration IDs for the jurisdictions where that customer is registered. Anrok uses these to apply the correct treatment per jurisdiction.
A customer can have more than one tax registration, which is useful when they’re registered across multiple states or countries. Add each registration that applies.
Customer with multiple tax registrations
Your Anrok connector is now active and will calculate sales tax automatically.

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Linking existing customers

Anrok needs each Sequence customer linked to a matching customer in Anrok before it can calculate tax for them. When you connect Anrok, this link is created automatically for any customer you create in Sequence from that point on. Customers that already existed in Sequence before you connected Anrok aren’t linked automatically, so invoicing them fails until they are.
If you already have customers in Sequence when you connect Anrok, contact the Sequence team. We’ll bulk-link your existing customers on your behalf, either creating a new Anrok customer for each one or linking to an Anrok customer you already track there, so every customer is ready for tax calculation without you having to link them one by one.

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How it works

With Anrok connected, sales tax is calculated automatically, so you no longer enter tax rates by hand. Anrok determines the amount from three things:
  • The origin address configured at Settings > Merchant > Address
  • Your customer’s billing location and tax registrations
  • The Anrok tax category mapped to each line item’s tax category
Tax on draft invoices As you build a draft invoice, Sequence asks Anrok to calculate tax and shows it as a line on the invoice. The amount updates as line items, quantities, or the customer change, so you always see an accurate preview. Recording tax at finalization When an invoice is finalized, Sequence records the transaction in Anrok so the tax is captured for filing. Tax is shown per line item in Sequence and on the invoice PDF your customer receives.
Invoice showing Anrok tax per line item in Sequence and on the PDF
Which date tax is recorded against Sequence sends the invoice’s accounting date to Anrok as the transaction’s accounting date. This is the date Anrok prices the transaction on and files it under, so the tax period in Anrok matches the period you record the invoice in. Your accounting date comes from the Invoice dates setting, so whether you record invoices against the billing date, the billing period end date, or the day you issue them, Anrok follows the same convention. See Invoice dates to review or change it.
Changing your Invoice dates setting affects invoices finalized from that point on. Transactions already recorded in Anrok keep the date they were filed with.
Credit notes work the same way: Anrok records them against the credit note’s accounting date. A credit note also has an optional tax date, which takes precedence over accounting date when it’s set. Credit notes, refunds, and voids When you issue a credit note or void a finalized invoice, Sequence reverses the corresponding tax in Anrok automatically, so your records stay accurate. Taxable credit note line items need a tax category, just like invoice lines, so the right amount is reversed.

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Tax-exempt and reverse charge customers

When using Anrok, we recommend relying on the Anrok platform to manage tax exempt and reverse charge status. To keep Anrok as your tax system of record, mark your customers as Taxable in Sequence and manage exemption status on the Anrok side. Tax-exempt customers To make a customer tax exempt, upload a tax exemption certificate for that customer in the Anrok dashboard. Anrok then applies the exemption automatically when calculating their invoices. Reverse charge There is no reverse charge setting to configure. Anrok determines whether a line item should be reverse charged from your customer’s configuration in Sequence (their billing address and tax registration IDs), so make sure both are accurate on the customer’s record. Overriding tax status in Sequence If you want to isolate a specific customer from Anrok, you can set their tax status to Exempt or Reverse charge on the customer edit page in Sequence. Use this only when you need to override Anrok’s treatment for that customer; otherwise, keep customers marked as Taxable and let Anrok determine the correct treatment.

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Troubleshooting

Re-check the API key copied from your Anrok account and paste it again, then click Test credentials. If it still fails, confirm the key is active in Anrok and that your Anrok account is in good standing.
Anrok needs a valid, complete address to determine tax. Check the customer’s billing address for missing or incorrect fields (country, state/region, and postal code in particular), then try again.
Go to Settings > Sales Tax and add an Anrok mapping for the tax category, or set a default mapping that unmapped categories can fall back to. Invoices using an unmapped category with no default can fail to finalize.
The invoice currency isn’t supported for tax calculation in your Anrok configuration. Confirm the currency with your Anrok representative.
Double-check your merchant address at Settings > Merchant > Address. This location is the point of origin for all tax calculations.

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Frequently asked questions (FAQ)

No. The connector works by mapping your Sequence tax categories to Anrok tax categories. When an invoice is calculated, Anrok uses the mapping for each line item’s tax category to determine the tax.
No. With Anrok connected, rates are determined by Anrok from the customer’s location and tax category. You won’t be prompted to enter tax rates manually, even for a customer whose jurisdiction hasn’t been seen before.
We recommend managing exemption status in Anrok: keep the customer marked as Taxable in Sequence and upload a tax exemption certificate for them in the Anrok dashboard. Anrok then applies the appropriate exemption when calculating their invoices. If you need to isolate a specific customer from Anrok, you can set their tax status to Exempt on the customer edit page in Sequence.
Anrok determines whether a line item should be reverse charged based on your customer’s configuration in Sequence (their billing address and tax registration IDs). Keep these accurate on the customer’s record and Anrok applies the correct treatment automatically. If you need to isolate a specific customer from Anrok, you can set their tax status to Reverse charge on the customer edit page in Sequence.
Yes. Add each tax registration that applies to a customer on their record. This is useful for customers registered across multiple states or countries, and Anrok applies the correct treatment per jurisdiction.
Anrok supports tax calculation across the jurisdictions covered by your Anrok configuration. Make sure both your merchant address and your customers’ addresses are accurate for precise calculation.
The invoice’s accounting date, which is determined by your Invoice dates setting, not the date the invoice was issued. This keeps the tax period in Anrok aligned with the period you record the invoice in. Credit notes use their accounting date, unless a tax date is set on them, which takes precedence.
Sequence reverses the corresponding tax in Anrok automatically, keeping your Anrok records consistent with what you’ve billed. Taxable credit note lines need a tax category so the correct amount is reversed.
Your account returns to manual tax management. Contact the Sequence team if you need to disconnect.