Using Automated Sales Tax with WooCommerce and QuickBooks Desktop

As sales tax management and nexus becomes more and more complex, our users continue to turn to popular sales tax automation platforms - which help reduce the time/effort spent manually managing sales tax rates in WooCommerce by automatically calculating the exact sales tax value for each order as it's placed - based on the user's shipping address.

Examples of these sales tax automation platforms are WooCommerce Automated Sales Tax, Avalara Avatax, TaxJar and Taxify.

Our WooCommerce Sync for QuickBooks Desktop is compatible with any of these automated tax calculation systems. We'll automatically sync the tax charged on the order into QuickBooks Desktop as we sync the order.

The Sales Tax collected in the WooCommerce order will be passed into a line item in QuickBooks Desktop. The sales tax must be passed into a QuickBooks line item, as it's not possible to match it to a set rate in QuickBooks, since it's a specifically calculated rate in WooCommerce.

Normally, in cases like this, since individual tax rate reporting would not be present in QuickBooks, the tax reporting (and sometimes, filing) would occur in the service you use to calculate tax in WooCommerce - like Avatax or TaxJar.

In MyWorks Sync > Settings > Taxes

This "Sales Tax" item will be set in MyWorks Sync > Settings > Sales Tax.

In QuickBooks Desktop > Item List

The Sales Tax item should be created in QuickBooks.

The QuickBooks Order

The Sales Tax collected in the WooCommerce order will be passed into the "Sales Tax" line item in QuickBooks Online. This will always match what's collected in WooCommerce.

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