Import of Taxes: Substitution Lists

When you set up the synchronization of taxes between MYOB Acumatica and the Shopify store, you specify the substitution lists in the Substitution Lists section of the Order Settings tab of the Shopify Stores (BC201010) form. The following sections describe how substitution lists specified in these boxes are used during the synchronization of orders and stock and non-stock items.

Substitution List for Taxes

If you use MYOB Acumatica for tax reporting (without an external tax provider), when you configure tax synchronization, you need to make sure that all taxes that might be applied in the Shopify store have also been set up on the Taxes (TX205000) form. Taxes whose IDs do not match the IDs of taxes in the Shopify store should be mapped with external tax IDs in a substitution list as follows:

  • On the Substitution Lists (SM206026) form, you specify tax IDs from the external system in the Original Value column. For each external tax ID, you add a corresponding tax ID from MYOB Acumatica in the Substitution Value column.
  • On the Shopify Stores (BC201010) form (Order Settings tab), you specify the substitution list in the Tax List box.

When an order containing taxes is being imported to MYOB Acumatica, for each tax that has been added to the order in the store, the system searches for a matching tax in MYOB Acumatica as follows:

  1. Searches for the tax on the Taxes form.
  2. Searches for the tax in the substitution list, and then searches for its substitution value on the Taxes form.

If the tax has been found, the system adds it to the imported order. Otherwise, the synchronization of the order fails and an error is displayed for the order's synchronization record on the Sync History (BC301000) form.

Substitution List for Tax Categories

In MYOB Acumatica, you can assign tax categories to stock and non-stock items. To make sure taxes are calculated correctly when an item is ordered in a Shopify store, you need to map the tax categories in MYOB Acumatica to the tax categories in the Shopify store by using a substitution list as follows:
  1. On the Substitution Lists (SM206026) form, you create a substitution list. In the Original Value column, you add MYOB Acumatica tax categories, and in the Substitution Value column, you add a tax category from the Shopify store for each of the tax categories.
  2. On the Shopify Stores (BC201010) form (Order Settings tab), you select the substitution list in the Tax Category List box.

When a stock or non-stock item is synchronized with the Shopify store, a tax category is assigned to the item in the Shopify store based on the tax category assigned to the item on the Non-Stock Items (IN202000) or Stock Items (IN202500) form, and the substitution value specified for the tax category in the substitution list on the Substitution Lists form.

Important:

The substitution list specified in the Tax Category List box is used only for the export of items. The tax category that is shown for an item in an imported order is copied from the item's settings on the Non-Stock Items or Stock Items form and is not imported from the Shopify store. To avoid discrepancies between the tax amount calculated in the Shopify store when an order is placed and the tax amount calculated in MYOB Acumatica when an invoice is generated for the imported order, make sure that the item's tax category is in sync between the two systems before the order is created.