Why map shipping items for different territories?
Simply put, as taxation laws are different for different territories, this difference in taxation is also applicable to shipping income collected in some territories versus others.
To compensate, Unify has added the ability to map a shipping item for each Canadian Territory you may ship to. These associated shipping income items in QuickBooks Canada themselves can then be marked with the correct tax code. When Unify posts a shipping item that is taxable or non-taxable, the calculated taxable amount will include or disregard the shipping item in the tax calculation based on that tax code, making sure that your taxes collected are perfectly accurate for each reporting entity you must submit to.
How do I set it up?
The items you will want to create or assure are already set up in QuickBooks should follow this format:
- Create/modify a shipping income item for each territory in Canada (Name of the item doesn't matter to Unify or QuickBooks, just make it something you can recognize like "British Columbia Shipping")
- Shipping Income items should be created as either an Other Charge or a Service type item
- The Income Account can be an account of your choosing, but is usually related to a Shipping Income specific account
- Assign the item the appropriate tax code and save the item.
Once those items are created or modified in QuickBooks, make sure to redownload your products in Unify by going to Products >> My Products >> Click Get Products at the bottom right.
To map these shipping items within Unify, go to File >> Configure Store >> Shipping and select to map shipping items for multiple locations as pictured below. As you can see after selecting that you will be able to map each territory to the associated shipping item you have created in QuickBooks