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Module 3 - Section 5: Sales Tax

To get to settings, click the settings cog, on the top right corner of the Unify Screen.


Once there, click on sales tax under Sync Sales.


The sales tax settings area allows you to specify a line item item for recording sales tax in your accounting software. Note: These settings may be different for different accounting packages and different e-Commerce platforms. For this example, we are using QuickBooks Online. If you find your settings page confusing, feel free to book an onboarding or call instant support on 877 753 5373


Here are the various settings outlined in detail:

Note: If you find that you do not have relevant information for these settings in your accounting software, go ahead and make required items/accounts etc in your accounting software. Once done, come back to Unify and click refresh wheel on the top of your settings page to bring in the fresh data:


1. Use the same settings for all channels: If you have multiples sales channels, and you want to keep the  same settings for all of them, you can choose to make common settings at one go by clicking yes over here. If not, select no here, and make individualized settings for individual sales channels. Remember to click Save at the bottom of the screen for every sales channel you are setting up. 

2. Record Sales Tax: To begin recording taxes charged in the online store into QuickBooks online, select the checkbox to Record taxes from online store in QuickBooks. Under this option, Unify will ask you to Select a Sales tax item which you can select from the drop-down. If nothing appears in the Sales tax item field, or if your choice of sales tax item is not there in the list, tax items may need to be created in QuickBooks Online. 
Note: If you are using QuickBooks Desktop, remember that this will also be the screen where you will get an option to specify a discount item, for recording discounts given on the online store. 



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