{"id":26943,"date":"2026-03-30T19:32:25","date_gmt":"2026-03-30T19:32:25","guid":{"rendered":"https:\/\/synder.com\/help\/?p=26943"},"modified":"2026-10-21T19:40:15","modified_gmt":"2026-10-21T19:40:15","slug":"how-sales-tax-works-in-synder-for-quickbooks-desktop-per-transaction-mode","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-sales-tax-works-in-synder-for-quickbooks-desktop-per-transaction-mode\/","title":{"rendered":"How Sales Tax Works in Synder for QuickBooks Desktop Per Transaction Mode"},"content":{"rendered":"\n
This guide explains how sales tax is recorded in QuickBooks Desktop when using Synder in Per-Transaction mode<\/strong>.<\/p>\n\n\n\n Use this guide if:<\/p>\n\n\n\n In Per-Transaction mode, configure one of the following options:<\/p>\n\n\n\n Use this configuration when the tax should be included in the sales total.<\/p>\n\n\n\n When \u201cUse tax codes<\/strong>\u201d is disabled<\/strong>, if amounts are tax exclusive, Synder records tax as a separate line item<\/strong> in the transaction, and no tax code<\/strong> or sales tax item<\/strong> is applied.<\/p>\n\n\n\n Use this configuration when tax details must be transferred to QuickBooks Desktop and tax codes or sales tax items must be applied. <\/p>\n\n\n\n In Per-Transaction mode, Synder performs the following actions:<\/p>\n\n\n\n Synder does not calculate taxes independently<\/strong>. It uses the tax amount provided by the sales channel unless override settings are configured.<\/p>\n\n\n\n Sales tax assignment depends on the QuickBooks Desktop region.<\/p>\n\n\n\n <\/p>\n\n\n\n In the US edition<\/strong>, Synder uses Sales Tax Items<\/strong> and supports both Single Sales Tax Items<\/strong> and Sales Tax Groups<\/strong>.<\/p>\n\n\n\n When a transaction includes tax, Synder determines which tax item to apply based on the QuickBooks Desktop tax configuration.<\/p>\n\n\n\n If a single tax item matches the calculated rate, Synder applies that item, and the sales tax line appears under the Subtotal<\/strong> line in QuickBooks.<\/p>\n\n\n\n If no matching single tax item is found but a matching group tax<\/strong> exists, Synder applies the group tax. Individual tax items that make up the group appear under the Subtotal<\/strong>.<\/p>\n\n\n\n If both a single sales tax item<\/strong> and a Sales Tax Group<\/strong> share the same rate, Synder applies the tax specified in your Default tax code setting<\/strong>.<\/p>\n\n\n\n This setting determines which tax structure is used.<\/p>\n\n\n\n You can configure the following settings to control sales tax behavior.<\/p>\n\n\n\n In Canada edition<\/strong>, Synder uses Tax Codes<\/strong>. Tax Codes are assigned to line items and determine how GST\/HST\/PST is calculated. When tax is present in the sales channel transaction, Synder assigns tax codes to line items<\/strong> in the transaction.<\/p>\n\n\n\n Configure the following settings to control tax behavior:<\/p>\n\n\n\n Ensure Sales Tax Items<\/strong> or Tax Codes<\/strong> are configured in QuickBooks Desktop.<\/p>\n\n\n\n As a QuickBooks Desktop user, your support channel is email only<\/strong>. Reach out to the Synder Team at help@synder.com<\/strong><\/a> with any questions \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":" Overview Sales Tax Calculation Logic QuickBooks Desktop United States Sales Tax Settings (US) QuickBooks Desktop Canada Sales Tax Settings (Canada) Important Notes FAQ This guide explains how sales tax is recorded in QuickBooks Desktop when using Synder in Per-Transaction mode. Use this guide if: Overview In Per-Transaction mode, configure one of the following options: Option […]<\/p>\n","protected":false},"author":2316,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[369,372,460,458],"tags":[],"ppma_author":[349],"class_list":["post-26943","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-per-transaction","category-taxes","category-quickbooks-desktop-accounting-integration","category-accounting-integrations-main"],"yoast_head":"\n\n
Overview<\/strong><\/h2>\n\n\n\n
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Option 1: Use tax codes Disabled<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nOption 2: Use tax codes Enabled<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nSales Tax Calculation Logic<\/strong><\/h2>\n\n\n\n
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<\/li>\n<\/ol>\n\n\n\nQuickBooks Desktop United States <\/strong><\/h2>\n\n\n\n
Scenario 1: Matching Single Tax Item Exists<\/strong><\/h3>\n\n\n\n
Scenario 2: No Matching Single Item, but Group Exists<\/strong><\/h3>\n\n\n\n
Scenario 3: Both Single Tax item and Group Exist at the Same Rate<\/strong><\/h3>\n\n\n\n
Example transaction with recorded sales tax<\/strong><\/h4>\n\n\n\n
<\/figure>\n\n\n\nSales Tax Settings (US)<\/strong><\/h2>\n\n\n\n
\n
<\/strong>
<\/strong>The default tax code chosen in settings will be used if a matching tax rate is not found in QuickBooks Desktop. This prevents sync failures due to missing tax items.
Note:<\/em><\/strong> Group taxes are available in the dropdown and labeled (Group)<\/strong>.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n\n
<\/strong>
<\/strong>The Zero-Rated Tax Code<\/strong> is applied when the tax amount received from the payment processor is $0<\/strong>.
This ensures transactions are recorded with the correct tax classification, such as Exempt, Non-taxable, etc.\u00a0<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nQuickBooks Desktop Canada<\/strong><\/h2>\n\n\n\n
<\/p>\n\n\n\nSales Tax Settings (Canada)<\/strong><\/h2>\n\n\n\n
\n
<\/strong>
<\/strong>The default tax code chosen in settings will be used if a matching tax rate is not found in QuickBooks Desktop. This prevents sync failures due to missing tax items.
<\/li>\n\n\n\n
<\/strong>
<\/strong>The Zero-Rated Tax Code<\/strong> is applied when the tax amount from the payment processor is $0<\/strong>.
This ensures the transaction is recorded correctly as zero-rated.
<\/li>\n\n\n\n
<\/strong>
<\/strong>Unlike the US edition, you can select a zero-rated tax code for fees<\/strong>. This ensures compliance if fees must be recorded as non-taxable.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nImportant Notes<\/strong><\/h2>\n\n\n\n
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<\/li>\n<\/ul>\n\n\n\n\n
<\/li>\n<\/ul>\n\n\n\n\n
<\/li>\n\n\n\nExample of Sales Tax Items<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nFAQ<\/strong><\/h2>\n\n\n\n
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Use one of the following options:<\/em>\n\n
<\/li>\n<\/ul>\n<\/li>\n\n\n\n
If a <\/em>Sales Tax Group<\/em><\/strong> and a <\/em>Single Sales Tax Item<\/em><\/strong> share the same percentage, Synder applies the tax specified in the <\/em>Default Tax Code<\/em><\/strong> setting.<\/em>
<\/em>Verify the setting, adjust the assigned tax code if required, and resync the transaction.<\/em>
<\/li>\n\n\n\n
Configure the <\/em>Zero-Rated Tax Code<\/em><\/strong> in Synder settings for transactions with <\/em>$0 tax<\/em><\/strong>.<\/em>
<\/em>Set the tax code to <\/em>Exempt<\/em><\/strong>, then resync the transaction.<\/em><\/li>\n<\/ol>\n\n\n\n