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.

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 right, click rules > my rules.
  3. Click add new rule.
  4. Click next.
  5. As the action, choose map order item tax code.
  6. Click next and advance to comparisons.
  7. Choose total tax as the field, more than as the comparison, and zero as the value.
  8. As the map to, enter AVA.
  9. Finish the rule.

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 right, click rules > my rules.
    3. Click add new rule.
    4. Click next.
    5. As the action, choose map shipping line tax code.
    6. Click next and advance to comparisons.
    7. Choose total tax as the field, more than as the comparison, and zero as the value.
    8. As the map to, enter SHP.
    9. Finish the rule.

    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 right, click rules > my rules.
    3. Click add new rule.
    4. Click next.
    5. As the action, choose map discount tax code.
    6. Click next and advance to comparisons.
    7. Choose total tax as the field, more than as the comparison, and zero as the value.
    8. As the map to, enter OUT.
    9. Finish the rule.