You can set up the account and tax mapping to your accounting software so imports will arrive already coded and ready to reconcile.
To get the full benefit of Accounts and Taxes mapping, wait for settlements to come in after you connect your account to Amazon and your accounting software. Its best to have a variety of settlements for this feature to draw from.
The Accounts and Taxes feature allows you to map your Amazon transactions to your accounting. It does this by using your Chart of Accounts or by creating accounts specific to Amazon transactions right in A2X.
You can set the accounts that the typical Amazon transactions will be coded to in the Accounts & Taxes tab at the top.
You can create accounts in your accounting software right from A2X:
Or access your accounts in your accounting software by clicking the x:
Then click on the dropdown to choose the account:
Finally, always remember to click Save Mapping at the bottom of the page.
If you create accounts in your accounting software with A2X open, refresh your Cache in Settings and Connections.
Your account mapping will now apply to your settlements consistently.
On adding Tax Codes:
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.
Ask your accountant or seek advice from one of our A2X Experts to find out what tax rules apply to your situation. Reach out to us if you need help applying those taxes to A2X at firstname.lastname@example.org.
Once you have mapped your accounts and taxes for Amazon transactions, you are ready to review and import your first Invoice to your accounting system.
If you make mapping changes, be sure to save your mappings again.
Next Article: Step Five - Send your first Invoice to your accounting system.