How to apply multi-part tax codes when you don't use a supported accounting integration

Customers who are not connected to QBO, Xero, or NetSuite cannot import multi-part tax codes (ie. BC combined tax rates of 12%, made of two components - 5% GST and 7% PST). However, you can import each tax component independently, and then use transaction splits to apply the correct tax amount and tax code.

On the Transaction Split modal (visible from the Transaction Sidebar, or within the Accounting Hub on the Transaction Export tab), split your transactions. If your combined tax rate contains two tax components (eg. GST and PST), then you will need 3 splits total. If your combined tax rate contains three tax components, then you will need 4 splits total.

1. The first split will be your subtotal amount. Enter a 0% tax code and ensure the tax amount is $0. You will want to change the amount to the subtotal amount.

2. The second split will be your first tax component. Enter the desired tax code (eg. GST) and then enter the corresponding tax amount. This will not be auto-calculated within Float. Ensure the subtotal amount is $0.

3. The third (and subsequent splits) will be your second (or subsequent) tax components. Follow the same instructions as in step 2.

Example Transaction

This transaction is for a total purchase of $3.89, of which $3.47 is the subtotal and both BC GST and BC PST are applied. In the screenshot below, you can see how the various tax codes and tax amounts have been applied.