With the release of our updated Tax Codes feature, you'll have even more flexibility and control over the exact Taxes that are mapped to your Third-Party Integrations. As a result of this increased flexibility, it will be necessary to remap your Tax Codes to your Integrations as we now support pushing multiple Tax Codes to a single Tax Mapping.
Mapping your Tax Codes to Integrations
If you have an Integration that requires a Tax Code Mapping such as Quickbooks Online, ConnectWise, or another of our supported PSAs, you'll need to edit your Integration Settings to remap them.
First, navigate to Settings > Integrations and click Edit Integration for the desired Integration. It may be necessary to edit the Tax Settings for multiple Integrations.
You'll see a new option called Tax Code Mapping:
Below, under Tax Zone Mapping, you'll be able to see the list of your legacy Tax Zone Mappings. This is for reference only; these cannot be modified as we no longer support Tax Zones.
Click Manage Tax Code Mapping to be redirected to the Integration Mapping page. Here, you can map individual Tax Codes to specific Tax Settings.
To add a Mapping, click Add Mapping. This will bring up a menu for you to map your Quoter Tax Codes to your Integration Taxes:
Click Select Tax Codes and choose the Tax Code you'd like to map. To make it easier, the Country and Region for each Tax will be displayed, as well as any applicable Jurisdictions:
Note: You can map multiple Tax Codes to a single Tax in your Integration. Simply click in the box again to add additional Tax Codes to the Mapping.
Click Select Tax to choose the Integration Tax that you'd like to map the Tax Code(s) to. You can add additional Mappings by clicking Add Mapping.
Note: You can have multiple Mappings that use the same Tax Codes. For example, you can map a State and County Tax to separate Taxes in your Integration, and you can also map both of them to a combined Tax. This means that Quotes with only one Tax included will map to the individual Tax Code and not the combined Tax:
Finally, click Save Mapping to finish. Repeat for any additional Integrations.
Additional Notes
If you add any new Tax Codes later, you will need to map them in the Integration Settings as shown above to ensure that your Quotes push Taxes correctly. If you are just changing the value of an existing Tax Code, it won't be necessary to remap it.
Have fun!