How to setup county level tax mappings in Unify Enterprise

This is a new feature in Unify Enterprise which by way of tax item mapping ensures that the correct county tax item in the accounting system is selected when the order if posted to QuickBooks or NetSuite. This is available for all 50 United States.  

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): 

Online_channel_tax_variations.png

In order for the tax mapping to be created there must tax items that exists in the accounting system for the type of tax calculation that mimics what occurs in the online store.  

 

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.  

CountyTax_QB.png

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

NS_tax_item_enhancement.png

 

Step 2: In the taxes screen of the store configuration in Unify Enterprise, 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):

UE_County_tax_setup.png

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.

UE_Tax_mapping_creation.png

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 Unify Enterprise.  The result in QuickBooks is shown below:

QB_county_tax_liability.png

 

 

 

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