10. Setup Taxes (US)

Simply said, the taxes screen can be used to configure how your taxes are managed for your store profile in Unify Enterprise, and how they are recorded into your accounting software. Your first option to select no tax. This essentially comes to use in medical enterprises, schools, non-profits etc. 

If you want to use your accounting software to calculate taxes, select that options and choose your tax codes. If there are no tax codes available for selection, create the tax codes in your accounting software and bring them into this screen by clicking the refresh icon on the top right.

Remember that if you have taxable and non taxable items in the same order, you must select the tax variation per item option.

If you have different taxes in different states and / or cities, select the option to collect tax in multiple locations. 

You can also configure Unify Enterprise to take taxes as they come from the online store and mark them into relevant tax codes. If there are no tax codes available for selection, create the tax codes in your accounting software and bring them into this screen by clicking the refresh icon on the top right.

Remember that if you have taxable and non taxable items in the same order, you must select the tax variation per item option.

If you collect tax in multiple states, select the option. 

If you collect county tax in addition to state tax, select the option

County_Tax_setup_2.png

Click here to learn how to create county tax item mappings Unify Enterprise for both the QuickBooks and Netsuite integrations. 

 

Using Avalara

You also have the option to use Avalara for tax calculation and management. Click here to learn how to setup and use Avalara to manage your taxes on a city/state/county level and then also to generate your tax reports. 

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