This feature of Webgility Desktop which, by way of tax item mapping, ensures that the correct county tax item in the accounting system is used in the transaction. This applies to both QuickBooks and Netsuite and the differences are noted below.
Some online channels combine state and county tax both into a single tax line in the online order. Or, the tax can be split into both state and county tax calculations in an online order (as shown below):
In order for the tax mapping to be created there must be tax items or groups in your accounting system that mimic what is being charged in your online channel.
Step 1: - Ensure that in your accounting system you have created tax item for county tax for each state you have to collect taxes for.
Note: the tax item in QuickBooks can be the combined state% + county%, as some online channels include both into a single tax line in the online order. Or, the tax can be split into both state and county tax calculations in an online order.
Netsuite users only: if your tax items in Netsuite are individual tax items or items within a tax group, enable this setting in the File->Advanced Settings->Additional setting
Step 2: In the taxes screen of the store configuration in Webgility Desktop, select the option to Let QuickBooks calculate taxes and choose a place hold tax item for “in state tax” and select the tax item for out of state tax (as shown below):
Then check the box to collect sales tax in multiple locations and click on setup tax locations.
Step 3: Select the box for taxation by county and choose your state, county and select tax item within your accounting system for each corresponding county.
Click on Add new Tax mapping to add other states, county and tax items. Repeat this process until completed the click SAVE, Save & Continue, then close the configuration area.
When the order is posted to QuickBooks, the correct tax item in QuickBooks will be selected based on the shipping city and zip as well as the tax mappings in Webgility Desktop. The result in QuickBooks is shown below: