Map a tax category
Mapping resolves Yessort's description of how something is taxed to the code your accounting system uses.
Under Integrations in your organisation's settings; needs organisation-admin access.
Steps
- Open the accounting connection and go to the tax mappings.
- Find the tax category.
- Choose the provider's tax code.
- Save.
Do these before volume builds up
Unlike a missing account, a missing tax code does not hold anything.
The entry posts. The line lands at whatever the account's own default treatment is. There is no error, nothing appears in a queue, and nothing tells you it happened.
That default may be correct. It may also be quietly wrong across every entry since you connected — and finding that out at the end of a quarter is considerably more work than mapping the codes now.
Match the treatment, not the rate
A rate alone is not enough. Zero-rated and out-of-scope are both zero percent and belong on different lines of a return.
Pick the code that means the same thing, not just the one showing the same number.
Where to check your work
The tax on posted documents in your accounting system. If a line is landing at an unexpected treatment, an unmapped category falling through to an account default is the usual explanation.
With Manual accounting
There are no provider tax codes to map onto, as there is no external system. Tax categories still describe how things are taxed within Yessort.
Changing a mapping later
Affects entries posted afterwards. Documents already posted keep the treatment they were posted with — correcting those is a job in your accounting system.