Taxes Mapping for Auto-taxes

This dialog is used to map each of Campground Master's Transaction Categories for Taxes to a QuickBooks Inventory Item and/or Account.  These mappings are used for exporting Tax transactions for auto-tax entries.  This may only need to be done if you're using the Cash Sale method and you have auto-tax items set up in QuickBooks.  Otherwise, tax categories should be mapped along with the Transaction Category Mapping for other charges.  However if you receive an error message when importing to QuickBooks related to tax items being blank, then you need to use tax mappings, and map them as auto-tax rates.

Assuming you used the Import accounts from QuickBooks function first, this may be as simple as picking from lists.  If you didn't import the items/accounts from QuickBooks, you can still enter the account names manually, but that is very error-prone.

The process is as follows:

1. Select a tax category to map from the left-hand list (only categories that you have set up in Taxes Setup will be shown.)  Note that the Tax Rate will be automatically filled in as defined in Taxes Setup.  The Tax Rate field is just for reference, and isn't actually used for calculations in QuickBooks.  Don't change it.

2a. If this will map to an inventory item in QuickBooks, select that item from the QuickBooks Inventory Item drop-down list.  The Account and Description will fill in automatically for that item.  You can leave the description or edit it as needed, but don't change the Account, since this has already been assigned to that item in QuickBooks.

Important: Taxes are not normally mapped to Inventory Items, and in fact QuickBooks 2005 and later will report an error if you attempt to do so.  You should select only an Account (below).  This selection is only present here for backward compatibility.

2b. Or, if you're not mapping to an inventory item, select a QuickBooks Account from the next drop-down list.

3. Select a Vendor from the drop-down list.  This is required for taxes, and should be the vendor you have set up as the tax commission or state comptroller (where you pay your sales taxes, for instance).

4. Enter a Description if necessary.

5. If this is an auto-tax item in QuickBooks, check the Is this an auto-tax rate? box. It appears that the import will only work if this is checked, no matter how QuickBooks is set up, so we recommend always checking this box.

6. Click Add Mapping.  The details of the mapped category will appear in the bottom list, and the category will be removed from the first list so you know it's mapped already.

7. Repeat for all tax categories, then click Save.  All of the mappings will be saved and used each time you use the Export function.

Mapping Notes

IMPORTANT: Any of the tax categories you map here should not be mapped in Transaction Categories Mapping.

You can map multiple categories to the same item/account in QuickBooks if needed.  They will generate separate entries to the same item/account.  

If you need to change a mapping, select it from the bottom list and click Delete.  It will be removed from the bottom list, but it will also be selected automatically in the category/item/account lists, so all you have to do is make any changes and click Add Mapping again.