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Disclaimer: This article is for accounting integration v2.

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After you configure to post accounting data to the accounting platform by invoices, you must map the tax rates as groups or as components to the corresponding chart of accounts in the accounting platform.

Important: Businesses operating in the USA must map all tax rates to the tax name: TAX.

  1. Navigate to the Integrations tab as follows,

    1. At the organization level, click the Admin icon.

    2. Under Organization, click Organizations or Centers.

    3. On the Manage Organizations or Manage Centers page, click Integrations.

  2. Expand the Accounting tab.

  3. Locate and expand the Tax Rates Mapping tab.

  4. For each tax group or tax component in Zenoti, do the following:
    a. From the Tax Group (Zenoti) list, select the tax group in Zenoti.
    b. From the Tax Rates (accounting platform) list, select the corresponding tax rate name in the accounting platform.
    c. Click Add.
    d. Click Save.

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