The Taxes setup screen can be used to configure how your taxes need to be managed for your store profile in Unify Enterprise, and how they need to be recorded into your accounting software.
To configure the tax setup
1. In the Taxes setup screen under How do you record taxes:
a. If your online store doesn't charge taxes, click the first option.
Note: This option is applicable in case your nature of business is medical, educational (schools) or any non-profit organization.
b. If you want to use your accounting software to calculate taxes, select the second option and choose your tax codes (for both taxable and non-taxable orders).
- If there are no tax codes available for selection, create the tax codes in your accounting software and display them in this screen by clicking the refresh icon on the top right.
c. If you have different taxes in different states and/or cities, click the appropriate checkbox and then click Setup Tax Locations for setting up multiple locations.
Note: A pre-requisite for creating a location is to setup a sales tax item in QuickBooks.
2. In the Setup Tax Locations dialog box:
a. Select the respective shipping states, shipping cities and QuickBooks sales tax items.
b. Click Save to save the settings in this screen.
Note: If you want to create a new location, click Add New.
3. Under How do you want to record taxes:
a. If you want Unify Enterprise to record taxes as they come from the online store and mark them into relevant tax codes, click the appropriate (3rd) option.
Note: If there are no tax codes available for selection, create the tax codes (for taxable and non-taxable orders) in your accounting software and retrieve them in this screen by clicking the refresh icon on the top right.
b. If you want to use Avalara as a tool for tax calculation and management, click the appropriate (4th) option.
c. Type your Avalara credentials (account number, license key and company code in the respective fields) and click Test Connection.
Note: Click here to learn how to setup and use Avalara to manage your taxes on a city/state/county level and also to generate your tax reports.
4. If you have taxable and non taxable items in the same order:
a. Click the tax variation per item checkbox.
b. Click the appropriate option from QuickBooks to denote taxable and non-taxable products respectively.
c. Click Save & Continue to save the settings, directing you to the Discounts setup screen.
What's Next :