Sales Tax

How do I map the tax codes on line items, discounts, and customers?

By default, Connex adds non or tax to line items in QuickBooks. You can use the tax codes from QuickBooks or add rules to change the codes.

Is there a demo?

Here is the demo:

What is a tax code?

Tax codes determine whether a line is taxable. This one is non-taxable:

How do I use the tax codes from the customer record?

At the Connex configure page, click the advanced tab. Check use tax codes from QuickBooks customers. Connex will add the default tax code from the customer:

How do I create a rule to map tax codes?

In this example, we map a tax code for taxable items. Here are the steps:

  1. Login to Connex.
  2. On the left, click Rules Engine > My Rules.
  3. Click Add New Rule
  4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance.Screen Shot 2022-01-26 at 11.36.16 AM
  5. Give your rule a name, and for step 2, choose 'Map Tax Code on Order Items':
    Screen Shot 2022-01-26 at 12.44.01 PM
  6. For step 3, 'What conditions need to be met for this rule to execute?', click Add and enter your conditions.  Choose Total Tax as the Field to Check, More Than as the Comparison, and Zero (0) as the value. Then, click Update. 
    Screen Shot 2022-01-26 at 12.36.54 PM
  7. For step 4, 'What should the value be?', enter AVA. Then, 'Submit' your rule. 
    Screen Shot 2022-01-26 at 12.39.41 PM

After mapping the tax code, it will appear on the line items and as the customer tax code:

How do I map the tax codes on the shipping line item?

Since shipping methods are mapped differently than products, you must add a rule to map the tax code. In this example, we will add a rule called SHP. If the shipping method is not empty, then apply the code SHP.

  1. Login to Connex.
  2. On the left, click Rules Engine > My Rules.
  3. Click Add New Rule.
  4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance.Screen Shot 2022-01-26 at 11.36.16 AM
  5. Give your rule a name, and for step 2, choose 'Map Shipping Line Tax Code':
    Screen Shot 2022-01-26 at 12.35.22 PM
  6. For step 3, 'What conditions need to be met for this rule to execute?', click Add and enter your conditions.  Choose Total Tax as the Field to Check, More Than as the Comparison, and Zero (0) as the value. Then, click Update. 
    Screen Shot 2022-01-26 at 12.36.54 PM
  7. For step 4, 'What should the value be?', enter SHP. Then, 'Submit' your rule.
    Screen Shot 2022-01-26 at 12.46.47 PM

How do I map tax codes on discounts?

Our tool maps discounts differently than products, so the rule to map AVA will fail. In this example, we will map OUT for discounts when there is no tax:

  1. Login to Connex.
  2. On the left, click Rules Engine > My Rules.
  3. Click Add New Rule.
  4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance.
  5. Give your rule a name, and for step 2, choose 'Map Tax Code on Discount'.
  6. For step 3, 'What conditions need to be met for this rule to execute?', click Add and enter your conditions.  Choose Total Tax as the Field to Check, More Than as the Comparison, and Zero (0) as the value. Then, click Update. 
    Screen Shot 2022-01-26 at 12.36.54 PM
  7. For step 4, 'What should the value be?', enter OUT. Then, 'Submit' your rule.