The Link My Books Accounts & Taxes Wizard is great for getting your account set up quickly and easily, but what if you need to go a little more granular on your setup?

That's where the Accounts & Taxes Mappings page comes in.

On this page, you can drill down into the sub-categories held within the main top-level categories.

General navigation of the Accounts & Taxes Mapping page

Making changes to accounts at lower levels

Making changes to tax rates

Click the down arrow, as shown below, to expand a category and reveal the sub-categories within:

In this simplified example, if we expand the Amazon Sales top-level category we see the sub-categories:

If we expand the 'Principal' sub-category we see the optional tax groups:

If we expand the Sales shipped to UK (Post Brexit) tax group we see the optional product groups:

When you see the flat orange bar on a category label you know that you have expanded that section as deep as it goes.

The overall hierarchy is as follows:

If you need to go into more detail with your chart of accounts and you want, for example, to set a separate account for your 'Amazon Sales - Shipping' this would be done here:

👉 When you make a change to an account (or tax rate) on this page, all categories contained inside the section you change are also affected.

For example, if we change the account for 'Shipping', the sub-level accounts under 'Shipping' will also update:

‼️ IMPORTANT: We strongly advise against changing any tax rates on this page. Use the Accounts & Taxes Wizard instead. Be aware that re-running either wizard overwrites any changes you have made to sub-categories on this page. The Custom Wizard remembers your top level selections, but every sub-level re-inherits from the level above it. This happens even if your top level mappings do not change. Make a note of your sub-level mappings before you start so you can re-apply them afterwards.

If you must change a tax rate you should only do so at the very bottom level of any section.

Again, when you see the flat orange bar on a category label you know that's as deep as it goes.

Remember that settlements you have already sent keep the accounts they were sent with, so they will need rolling back and sending again if you want them to use the corrected mappings.

👉 The tax rates assigned at the bottom level are the only ones actually used in your summary invoices created by Link My Books:

As you can imagine with hundreds of subcategories and then many different potential tax groups and product groups, this can easily get very complex.

If you change a tax rate at a higher level then all the tax rates contained in that section will also change.

This is why we recommend that you use the Accounts & Taxes Wizard to make any changes to tax rates.