Gozynta Mobius used to map taxes differently. It was a very complicated mapping that was needed as you can see below. We don't recommend people use this as we have made it simpler so we recommend you map taxes using Tax Mappings.
However, if the new way of mapping taxes is not setup right, it will revert to the old way of mapping taxes shown here. Or you may have originally set up your tax mapping this old way and are proud of what you did and like complex tax mapping. We get it - we are proud of you for getting it right, too.... But here it is, for those who want to go the complicated route.
You will find the ConnectWise PSA Tax Codes in the Systems > Setup Tables > Tax Codes screen in ConnectWise PSA, and in Taxes > Sales Tax > Add/Edit Tax rates and Agencies in QuickBooks Online.
There are two different ways you can set up a tax code: by using a single rate, or using a tax group (also known as a "combined rate").
For a single rate, both the "Tax Code Xref" and "Agency Xref" fields should be filled with the "Tax Rate Name" in QuickBooks Online. Additionally, the "Rate" should be the same in both ConnectWise PSA and QuickBooks Online. Note that in ConnectWise PSA, you use a decimal form ("0.10" for 10%) while in QuickBooks Online you use a percent form ("10" for 10%)
Tax Group/Combined Rate
With a combined rate, you specify multiple levels of taxes. Use the following information to help you set up these mappings:
- The "Tax Code Xref" field of each level must be the same as the name of the Tax Rate in QuickBooks Online. Therefore, the "Tax Code Xref" field for all levels of a Tax Code that you are using should be the same.
- The "Agency Xref" must be the same as the ID of the individual rate on the Sales Tax. In the example below, the 1% Sales Tax rate has an ID of "COMAGNC1" while the Agency Name is "Complexington 1". Because the ID is "COMAGNC1"m that is what you use for your "Agency Xref".
- In most cases, you will not use all five levels for a Tax Code. You must leave the "Tax Code Xref" and "Agency Xref" fields for any levels that you are NOT using empty.
- Like a single rate setup, the tax rates must be the same. Note that in ConnectWise PSA, you use a decimal form ("0.10" for 10%) while in QuickBooks Online you use a percent form ("10" for 10%).