Setting up Taxes with the Intacct Connector
As an administrator, use this article to configure Sage Intacct tax sync so Emburse Spend can import tax profiles and export tax on approved expenses through the Emburse Intacct Connector.
This article applies to accounts that use the Emburse Connector on the Accounting Integration page. To confirm which integration you use, go to the Accounting Integration page. If the Connect action displays Connect via Emburse Connector, or your connected accounting integration description states that your account is syncing via Emburse Connector, use this article.
If the Emburse Connector path does not apply to your account, see Connect Sage Intacct to Emburse Spend.
Tax profile capture, synchronization, and export behavior may differ for organizations outside the United States. Review regional tax requirements before you export expenses to Intacct. For Intacct connector tax support context, see the Tax Support section in Get Started with the Emburse Intacct Connector. For general tax profile behavior in Emburse Spend, see Tax Support.
Prerequisites
Before you begin, confirm the following:
- You have an Administrator role in Sage Intacct.
- You have an Administrator role in Emburse Spend.
- Tax support is enabled on your organization account.
- You completed Intacct connector setup. See Get Started with the Emburse Intacct Connector.
Intacct Tax Sync
Tax sync applies when Emburse Spend is connected through the Emburse Intacct Connector. Go to Company Settings > Accounting Integration. If the Emburse Connector path does not apply, tax data does not sync automatically, and you must export tax data manually. See Export Your Expense Data (CSV and PDF).
With the Emburse Intacct Connector, Emburse Spend can sync multiple tax types from Sage Intacct.
When the Emburse Connector imports tax profiles, you cannot create tax profiles manually in Emburse Spend, and previously manually created tax profiles are disabled. See Tax Support for general tax profile behavior.
Configure Tax with the Intacct Connector
Complete these steps in the Intacct connector configuration to pull tax data from Sage Intacct and prepare tax export on approved expenses. For field-level reference, see Configure the Emburse Intacct Connector.
- In Emburse Spend, go to Company Settings > Accounting Integration.
- Select CONFIGURE SETTINGS.
- In the Sage Intacct Configuration dialog, open the section that contains tax sync settings (for example, General or Taxes).
- Turn on Sync Tax Details for Sage Intacct.
- Turn on any other required default tax profiles or mapping options for your organization.
- Select Review.
- Select CHECK YOUR CONFIGURATION to confirm your account is successfully configured.
- Select SAVE AND CLOSE.
- Select IMPORT DATA FROM INTACCT NOW so tax profiles sync into Emburse Spend.
Review Imported Tax Profiles
After a successful import, review tax profiles in Emburse Spend and enable the tax codes that apply to your organization.
Imported profiles display a source other than Manual.
- Go to Company Settings > Tax Profiles.
- Select the edit icon on an imported profile.
- Confirm the currency and turn on only the taxes that apply.
- Select SAVE.
Employees select an applicable tax profile when they submit expenses. See Tax Support. On an expense, locate the Tax Profile field. The field displays only when the expense currency matches an enabled tax profile.