- How this works
- How is it configured?
- What if I don't see a matching tax code from my accounting system?
How This Works
Each time an Order is synced, the tax code applied to each product in the order is matched to a corresponding tax code in the accounting service.
How Is It Configured?
Simply navigate to the Manage menu, then scroll down to the heading reading Map Tax Codes. If you've already configured your settings, you'll need to select Edit on the workflow for the integration of orders
On this screen, the tax codes that have been found in BigCommerce are displayed to the left and on the right are drop-down fields that allow you to select the corresponding tax code from those that have been found in your accounting system.
All you'll need to do here is select the corresponding tax code from your accounting system. Once completed, save your changes.
What if I don't see a matching tax code from my accounting system?
If you do not see a corresponding tax code from your accounting system, you can click on the Add Tax Rate link in the drop-down selector. This will open a new window and load the relevant page where you can create a new Tax Code. When you finish doing this and close the window, the available tax codes in the drop-down menu should refresh to include the new tax code you just created (if they don't, simply click the refresh icon to the right of the drop-down). You can now select the new tax code and save your changes.
Once saved, you can click on the Sync Now link to run another sync and see the sale(s) go through to your accounting system.
Changing tax settings in BigCommerce
Consider the following scenario..
- You've setup your own taxes in BigCommerce
- You then map your tax codes to your accounting system
- After configuring tax, you start using Avalara instead
You will now be prompted to re-map your tax codes within your integration configuration.