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A2X Mapping using The Sales Tax Centre for QuickBooks Online Canada

How to map taxes in A2X and record sales and tax entries in QuickBooks Online for Canada

Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

This article is for users who meet the following requirements:

  • You are using the Canadian version of QuickBooks Online

  • You are using the Sales Tax Centre (STC) to file your Canadian tax returns

Below is an example of the QuickBooks Online STC Dashboard, and a few tips to map your transactions A2X's Accounts and Taxes mapping page. QuickBooks Online recently made a few changes to the Sales Tax Centre to allow journal entries in QuickBooks Online to be reflected in the STC.

When mapping your chart of accounts and tax rates in A2X, the transaction categories available on this page vary based on the sales platform. This is an example using A2X for Shopify, and the default suggested accounts from A2X.

The account types are included in the example below for your reference.

If you would like to INCLUDE the sales and expenses in your QuickBooks Online STC report:

  • Income: Use exempt on sales

  • Expense: Use exempt on purchases

Example of the QuickBooks Online STC report highlighting the Sales and Other Revenue category

Please note the following:

  • Liability and Asset accounts: All transactions mapped to a balance sheet account (liability or asset) can be mapped according to your preference. Out of Scope, Tax Exempt or No Tax are a few to consider

  • Sales Tax Collected: All sales tax collected is mapped to a "Shopify Sales Tax Collected" liability account in this example. To split the sales tax into the various Canadian jurisdictions and tax codes, a manual journal entry in QuickBooks Online is necessary before filing using the QuickBooks Online STC feature.

Example JE:

  • Debit Sales Tax Liability

  • Credit GST/HST Payable - map the tax centre line to adjust in the "Sales Tax" column below

If you find it necessary to split the tax mapping based on taxable and tax-exempt sales in A2X, use the transaction filtering option and filter by 'Sales' to view the 'Sales' transaction category and update your mapping for taxable sales and non-taxable sales. The example below includes:

  • "Excluding Tax" (taxable sales)

  • "Not Taxed" (tax-exempt sales)

QuickBooks Online Tip:

If you're missing revenue in your STC and need to find specific transactions in QuickBooks Online try these two reporting options to find and update your sales tax codes in QuickBooks Online:

  • Transaction Detail by Tax Code

  • Transactions without sales tax

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