Ensure Accurate Sales Tax Reporting Across Channels with Webgility Desktop
This article helps Webgility Desktop users set up and manage sales tax mapping in Webgility Desktop. It provides step-by-step instructions to ensure accurate tax tracking and compliance across sales channels and QuickBooks Desktop.
Step-by-Step Instructions to Configure Sales Tax Settings
1. Navigate to Sales Tax Settings in Webgility:
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Open Webgility Desktop
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Go to: Connections > Accounting/POS/ERP > Sync Settings
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Click on the Sales Tax tab
2. Enable “Record Sales Tax as a Line Item”:
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Check the box labeled “Record Sales Tax as a Line Item in QuickBooks”
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This bypasses the QuickBooks tax engine and uses fixed line items instead
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Ensures the tax collected in your sales channel exactly matches what’s recorded in QuickBooks
Note: This is particularly helpful if your tax rates are managed in Shopify, BigCommerce, or other sales channels rather than in QuickBooks.
3. Select Your Taxable Sales Tax Item:
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Under “Select a Sales Tax Line Item,” choose the item used to record taxable sales
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This line item must already exist in QuickBooks
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You can verify this from your QuickBooks item list under type: Other Charge
4. Select Your Non-Taxable Sales Tax Item:
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Under “Select Your Non-Taxable Sales Tax Item,” choose an item for tax-exempt orders
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This will be used when no tax is collected but Webgility still needs to complete the transaction mapping
5. Configure Mixed-Tax Goods Settings (Optional)
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If you sell both taxable and non-taxable products:
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Check the box “I sell both taxable and non-taxable items”
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Select the appropriate line items for Taxable and Non-Taxable products
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