Step 3 - Synchronizing Tax Structures and Tax Codes

Accounting Plus is only equipped to import one composite "Tax" amount per invoice. To ensure correct distribution of this amount among GL accounts, the Job Manager tax structure used to calculate it must match the Accounting Plus tax code used to break it back up among GL accounts. Because any tax structure may be used on invoices exported from Job Manager, every tax structure defined in Job Manager must have a corresponding tax code in Accounting Plus before any invoice information is exported.

A tax code and a corresponding tax structure have been synchronized if and only if the following conditions have been satisfied:

The "Tax Code" of the Job Manager tax structure matches the "Tax Code" of the Accounting Plus tax code.

The percentage rates for the subtaxes in Accounting Plus match the percentage rates for Tax 1, Tax 2, and Tax 3 in Job Manager (though not necessarily in the same order).

There are two options for achieving this synchronization:

Defining new tax codes or renaming tax codes in Accounting Plus, or

Defining new tax structures in Job Manager.

In Accounting Plus, the Tax Code List window should be used to define or rename tax codes. To access this window, select Tax Codes from the Lists menu. To define new tax structures in Job Manager, log into the Job Manager application as the Administrator user and use the Tax Structures setup window, which may be accessed from the Administration menu.

An example of a Job Manager tax structure and a corresponding Accounting Plus tax code is shown below.

For more information on creating and configuring tax codes, please consult your Accounting Plus documentation. For more information on setting up tax structures in Job Manager, please refer to the Tax Structures sections of the "Developing Your Company Structure" chapter of this guide.