While you are waiting for your Amazon marketplace settlements to come into A2X,
you can set up the account and tax mapping to your accounting software so imports will arrive already coded
and ready to reconcile.
You can set the accounts that the typical Amazon transactions will be coded to in the Accounts & Taxes tab at the top.
Just search the dropdown and choose the appropriate account from QBO/Xero’s chart of accounts.
Then save your mapping by clicking the button at the bottom of the mapping section.
You may need to create some accounts in your accounting software during this process. To make these
accounts available in A2X, save the mapping so far, create the new accounts you need in Xero or QBO.
Then go to Settings, Connections, and Refresh your Cache so the new accounts are available to choose
from in A2X Accounts and Taxes.
Every Amazon transaction type needs a Sales Tax code assigned to it, even if it is a no tax rate code, so you
don't need to do this in your accounting system.
Regarding Tax code settings: Due to the complexity of Sales Tax around the world, we recommend our customers
seek professional advice on the correct approach to sales tax for your marketplaces. Amazon handles Sales Tax
differently in different marketplaces on top of this.
To get through sending your first Settlement through, we suggest that you review the settlement to see if there is
a Sales Tax line. You can map it to a No tax rate if in the US (Amazon is pulling the Sales Tax amount out of Sales).
If in the UK, set a 20% VAT rate and map the Sales Tax account to Sales. Also set the same rate to any Sales
transactions. Amazon VAT calculations are improving but setting your VAT rates in A2X this way will generate
the straight 20% VAT correctly. Remember to set your VAT on Amazon charges as well.
For more complex VAT and other sales tax variations, ask your accountant or reach out to us in support at
email@example.com. We are not Sales Tax experts but we can share what has worked for our other
Once you have set your accounts and taxes for Amazon transactions, you are ready to review and import your first
Invoice to your accounting system.
Next: Send your first Invoice to your accounting system.