If you are mapping Stax Bill tax rules to their equivalents in QuickBooks Online, you will need to ensure that your QuickBooks configuration contains a complete set of tax rules for mapping purposes.
Sections on this page:
QuickBooks Online - US Customers
If you are using a US Company account in QuickBooks Online (regardless of whether or not you sell to both US & Canada), then you will need to follow the steps in this section to map your tax rules.
- In QBO US, the Sales Tax page opens to a Sales Tax Center page as seen below:
- Click the Add/Edit Tax rates and agencies link on the right side of the page to configure all relevant tax rules.
- Click New to add a new tax rule. QuickBooks Online US supports two kinds of tax rules: single or combined. Please consult the QuickBooks Online documentation and your tax advisors to determine which taxes apply to you and how to configure them properly in QuickBooks. The important part of Stax Bill is that there needs to be a 1:1 relationship between the rules configured in QuickBooks and those configured in Stax Bill.
QuickBooks Online - Canadian Customers
If you are using a Canadian Company account in QuickBooks Online (regardless of whether or not you sell to both US & Canada), then you will need to follow the steps in this section to map your tax rules.
- In QuickBooks Online Canada, the Sales Tax page opens to a GST/HST summary page, as shown below:
- Click the Rates & Settings link to see a list of current taxes configured in your account. If you are only selling in Ontario, you may have no additional configuration required; however, you are more likely to sell to customers across Canada, and you will need to configure tax rules for each province separately.
- Click the New Tax button at the top of this page to configure the taxes you will need for synchronization.
- Choose "Sales tax for another province/territory" and click Next.
- In the next screen, choose the province to configure and click Done.