Your Accumula Integration is set by default to Match on Tax Code Name. The Integration will match the Tax Name on orders in Shopify to a Tax Name in point of sale. The matching Tax Name will be assigned to the associated Order, Invoice, or Sale in your POS.
Note: If no match is found the order may not download, or may download with the incorrect tax.
You may choose to use the “Match on Tax Code Name” feature by selecting it in the Taxes tab in the Accumula Settings Pane:
Note: When “Match on Tax Code” is On, “I want to specify taxes automatically” in Shopify must be switched to Off.
American Stores - Go to Settings > Taxes > Tax Rates and click on United States. Un-check "I want to specify taxes automatically"
Set the Tax Rate, and Tax Name, for each State your company does business in. Each State Tax Name must match the Tax Name in Point of Sale exactly (ie. NY Tax or CA Tax).
Set the Tax Rate, and Tax Name, for each State your company does business in. Each State Tax Name must match the Tax Name in Point of Sale exactly (ie. NY Tax or CA Tax).
Note: Tax Names must be Unique.
Canadian Stores - Go to Settings > Taxes > Tax Rates and click on Canada. Be sure the Tax Name for each Province matches a unique Tax Name in Point of Sale (ie. AB, ON, BC, etc).
Canadian Stores - Go to Settings > Taxes > Tax Rates and click on Canada. Be sure the Tax Name for each Province matches a unique Tax Name in Point of Sale (ie. AB, ON, BC, etc).
Since Tax values for HST, GST, and PST can vary from province to province, each province should be assigned their Province Code(ie. AB, ON, BC, etc) as their unique Tax Name.
We recommend setting the Country Tax to 0% to ensure that only the unique Tax Name is used by Shopify. As a result the tax rate for each province would need to be the total combined tax for that province.
If you're having difficulty setting up your taxes for integration please contact Accumula Support.
Other Tax Modes:
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