How do I Use Group Sales Tax

Introduction
Some states charge layers of Sales Tax, such as state, county and municipal tax on one order.  Colorado and California are examples of this. 
 
You must create a group sales tax code in QB, then map that group tax code in Connex.
 
 
Create Sales Tax Item in QuickBooks
 
To create a new sales tax item:
Go to Lists>Item List>New Item>Sales Tax Item
Click OK
 
 
 
Create Group Sales Tax Item in QuickBooks
 
To create a new sales tax group:
Go to Lists>Item List>New Item>Sales Tax Group
Fill in Name, description, choose corresponding sales tax items
Click OK
 
Refresh Dropdowns in Connex for QuickBooks
 
You must refresh the drop downs in Connex for our software to recognize the new group:
  1. Log into Connex for QuickBooks
  2. Choose your existing connection and click Configure
  3. Click the Refresh Dropdowns link in the left nav
  4. Follow the onscreen instructions
 
 
 
Add the new Tax Code to Connex for QuickBooks 
 

Log into Connex for QuickBooks

  1. Choose your existing connection and click configure
  2. Expand the Sales Tax tab
  3. Enable the box "Map QuickBooks tax codes"
  4. Select the Map Tax Codes link in the dialog box

6. From the Action drop-down menu, select Add New Tax Code

          

7. Select the link as highlighted below:

    8. Map the city or county tax

9. Submit Form

 
 
 
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