This article explains how taxes are mapped between Procurify and Sage Intacct, depending on your tax configuration.
Understanding the "Are you using Sage Prebuilt Tax Solution?" Toggle
The way taxes are synced to Sage Intacct is determined by the "Are you using Sage Prebuilt Tax Solution?" toggle in Procurify.
If the toggle is set to No: The line item total (item amount + tax amount) is synced to Sage Intacct. This ensures the total bill amount matches between both systems.
If the toggle is set to Yes: Only the item amount is synced to Sage Intacct. Taxes are then automatically calculated within Sage based on its internal settings.
Important Caveats by Region and Tax Solution
For US Customers and Those Not Using a Sage Pre-built Tax Solution.
Sage Intacct does not provide a dedicated tax field at the line-item level for these customers. To ensure the bill total in Procurify matches the total in Sage, we sync the item amount + tax amount as the line total.
For Non-US Customers Using a Sage Intacct Pre-built Tax Solution.
Sage Intacct offers a tax code field for these customers. When you sync a bill with inline taxes, Procurify sends the item amount and the corresponding tax code. Sage will then use this tax code to automatically calculate the taxes. It is crucial that the tax code names in Procurify and Sage Intacct are an exact match for this to work correctly.