Advanced QuickBooks Online Automated Sales Tax Rules

When Acctivate is integrated with QuickBooks Online and Automated Sales Tax (AST) is enabled, Acctivate will query AST as needed to calculate tax.

QuickBooks Online supports item-level tax classifications. Acctivate does not have this concept natively, so to mimic this behavior, Acctivate will create the sales order detail line's Product Class as an item in QuickBooks Online. This item can have a specific tax classification assigned to it.

When Acctivate queries AST to get tax information, it will also check if the Acctivate product's Product Class (QuickBooks Item) has a specific tax rule applied to it.

For example, in Acctivate, a company may contain a Product Class of "Collectible Coins." This Product Class may be assigned to three different coin products.

If any of those products are included on a sales order with AST enabled, the Product Class "Collectible Coins" will be created within QuickBooks Online. On the product page in QuickBooks for that item, you can assign the sales tax rule "Coins that used to be US money and were sold for more than the stated value."

Whenever any of the coin items are used on a sales order, Acctivate will pass the order information to the Automated Sales Tax engine with QuickBooks item "Collectible Coins," which will ensure that it's taxed appropriately by AST.