{"id":26952,"date":"2026-03-30T19:35:34","date_gmt":"2026-03-30T19:35:34","guid":{"rendered":"https:\/\/synder.com\/help\/?p=26952"},"modified":"2026-04-10T16:14:19","modified_gmt":"2026-04-10T16:14:19","slug":"summary-sync-how-to-track-sales-tax-in-sage-intacct-with-synder-summary-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/summary-sync-how-to-track-sales-tax-in-sage-intacct-with-synder-summary-sync\/","title":{"rendered":"Summary Sync: How to Track Sales Tax in Sage Intacct with Synder Summary Sync"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\"><li class=\"toc-level-1\"><a href=\"#how-synder-handles-sales-tax-for-sage-intacct-d6d197a0-7fd4-418d-8a82-c79d8e391077\">How Synder handles Sales Tax for Sage Intacct<\/a><\/li><li class=\"toc-level-2\"><a href=\"#option-1-manual-groups-999807b5-1c82-4470-901a-36a4241e31b7\">Option 1: Manual Groups<\/a><\/li><li class=\"toc-level-3\"><a href=\"#option-2-enable-group-by-region-fe585ec0-abf8-4639-a751-501dee5e0a9a\">Option 2: Enable Group by region<\/a><\/li><li class=\"toc-level-1\"><a href=\"#important-notes-4d80c3ba-0092-4d9d-b1f8-cbb14b95b1fc\">Important Notes<\/a><\/li><li class=\"toc-level-1\"><a href=\"#faq-675d79aa-1ec8-4ce3-80dc-8b476cd12adf\">FAQ<\/a><\/li><\/ul>\n\n\n\n<p>This guide explains how to configure <strong>sales tax tracking in Synder Summary Sync<\/strong> when posting summaries to Sage Intacct.<\/p>\n\n\n\n<p>Use this guide if:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You use <strong>Summary Sync<\/strong> in Synder.<\/li>\n\n\n\n<li>Sales tax must appear correctly in Sage Intacct.<\/li>\n\n\n\n<li>You use Sage Intacct as an accounting platform.\u00a0<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-synder-handles-sales-tax-for-sage-intacct-d6d197a0-7fd4-418d-8a82-c79d8e391077\"><strong>How Synder handles Sales Tax for Sage Intacct<\/strong><\/h2>\n\n\n\n<p>Sage Intacct <strong>does not allow tax codes in journal entries<\/strong>. Synder posts sales tax amounts directly to <strong>Sales Tax Payable liability accounts<\/strong>. As a result, the <strong>tax amount <\/strong>appears as <strong>a separate line<\/strong> in the journal entry and is recorded in the Sales Tax Payable account defined in the mapping settings. No tax codes are applied.<\/p>\n\n\n\n<p>If you collect tax in multiple states\/regions, configure one of the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Manual Groups<\/strong><\/li>\n\n\n\n<li><strong>Group by region<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"option-1-manual-groups-999807b5-1c82-4470-901a-36a4241e31b7\"><strong>Option 1: Manual Groups<\/strong><\/h3>\n\n\n\n<p>Use Manual Groups for granular mapping based on custom conditions.<br><br>You can filter transactions by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ZIP code<\/li>\n\n\n\n<li>City<\/li>\n\n\n\n<li>Customer<\/li>\n\n\n\n<li>State<\/li>\n\n\n\n<li>Any other applicable condition.<\/li>\n<\/ul>\n\n\n\n<p>Set up mapping groups according to your required conditions.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"example-manual-group-based-on-shipping-city-f174e138-6874-49fd-8397-10860baa4baa\"><strong>Example manual group based on Shipping City<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-1024x509.png\" alt=\"\" class=\"wp-image-26954\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-1024x509.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-300x149.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-768x382.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-1536x763.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-1080x537.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95-150x75.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-95.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> Choose \u201c<strong>Taxes Payable<\/strong>\u201d under the accounting category to create the manual group specifically for tax mapping.<br><br>For more details on creating the mapping group, refer to <a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\">this guide<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"option-2-enable-group-by-region-fe585ec0-abf8-4639-a751-501dee5e0a9a\"><strong>Option 2: Enable Group by region<\/strong><\/h3>\n\n\n\n<p>Use this option to split tax by state automatically.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the <strong>Mapping<\/strong> dropdown in the left-side menu.<\/li>\n\n\n\n<li>Click the <strong>Mappings list<\/strong>.<\/li>\n\n\n\n<li>Enable <strong>Group by region<\/strong>.<\/li>\n\n\n\n<li>Assign a dedicated <strong>Sales Tax Payable liability account<\/strong> for each state.<\/li>\n\n\n\n<li>Save changes.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-1024x569.png\" alt=\"\" class=\"wp-image-26953\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-1024x569.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-300x167.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-768x427.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-1536x853.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-1080x600.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-60x33.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94-150x83.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/03\/image-94.png 1541w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>With this configuration, Synder will:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the shipping address to determine the region.<\/li>\n\n\n\n<li>Post tax amounts directly to region or state-specific liability accounts.<\/li>\n\n\n\n<li>Split tax correctly if multiple states\/regions appear in one summary.<br><\/li>\n<\/ul>\n\n\n\n<p>All newly generated summaries will reflect the updated mapping. Rebuild the existing summaries to reflect the updates. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\">this guide<\/a> on how to rebuild.<\/p>\n\n\n\n<p><strong><em>Note:<\/em><\/strong><em> Enabling Group by region also groups Sales, Refunds, Shipping income, and other mapping lines by region.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"important-notes-4d80c3ba-0092-4d9d-b1f8-cbb14b95b1fc\"><strong>Important Notes<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax codes on expenses are <strong>not<\/strong> supported on Summary sync. Consider accounting for taxes on expenses manually. Synder records total fees in synced journal entries. Calculate tax separately based on the applicable percentage.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For Multi-State Mapping, one of the options is to enable <strong>Group by region<\/strong>. After enabling <strong>Group by region<\/strong>, you may encounter the following regions:<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201c<strong>Unknown<\/strong>\u201d \u2013 Missing or unrecognized state\/country information. Use the manual groups feature to assign taxes to such mapping lines based on other available conditions in transactions.<\/li>\n\n\n\n<li>\u201c<strong>N\/A<\/strong>\u201d \u2013 No shipping address is available (e.g., for adjustments).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-675d79aa-1ec8-4ce3-80dc-8b476cd12adf\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Why doesn\u2019t Synder apply tax codes to journal entries in summary sync?<\/strong><strong><br><\/strong><em>Sage Intacct does not allow tax codes on general journal entries by design<\/em><strong><em>.<\/em><\/strong><em> As a result, Synder <\/em><strong><em>posts the tax amount directly<\/em><\/strong><em> as a line in the journal entry with a <\/em><strong><em>Sales Tax Payable<\/em><\/strong><em> account.<\/em><br><\/li>\n\n\n\n<li><strong>Will enabling Group by region update historical summaries?<\/strong><strong><br><\/strong><em>No, already synced summaries remain untouched. Roll back, rebuild, and sync summaries again to apply the updates.<\/em><br><\/li>\n\n\n\n<li><strong>Why does Synder post tax to a single liability account instead of separate ones?<\/strong><strong><br><\/strong><em>By default, one liability account is assigned to the Sales Tax Payable mapping group. To assign multiple liability accounts, use Manual Groups or enable Group by region.\u00a0<\/em><\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How Synder handles Sales Tax for Sage Intacct Option 1: Manual Groups Option 2: Enable Group by region Important Notes FAQ This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to Sage Intacct. Use this guide if:&nbsp; How Synder handles Sales Tax for Sage Intacct Sage Intacct does [&hellip;]<\/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":""},"categories":[376,381,462,458],"tags":[],"ppma_author":[349],"class_list":["post-26952","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-summary","category-taxes-transaction-recording-summary","category-sage-intacct-accounting-integration","category-accounting-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Summary Sync: How to Track Sales Tax in Sage Intacct with Synder Summary Sync - 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