What this error means
The error “Incomplete Tax or Account Codes” appears when Link My Books tries to post a settlement but required tax or account mappings have not been fully configured.
Link My Books relies on mapped accounts and tax codes to correctly create transactions in your accounting software. If one or more of these mappings are missing, the posting cannot proceed.
Why this happens
Common reasons include:
Some required accounts have not been mapped in Link My Books
A tax rate required for settlement posting has not been selected
Mappings were removed or changed after the initial setup
This configuration must be completed in Link My Books, using accounts and tax rates from your chart of accounts in Xero or QuickBooks.
How to resolve it
You will need to review and complete the missing mappings in Link My Books.
Log in to Link My Books
Go to Accounts & Taxes > Account and Taxes Wizard
Review each required account and tax code field
Select the appropriate accounts and tax rates from your accounting software
Save the changes
Retry posting the settlement
If you are unsure which accounts or tax codes should be used, consult your accountant or review your chart of accounts.
Note that completing the wizard will override any previous accounts & tax mappings you have chosen so if you may wish to adjust only the missing or incorrect accounts or tax rates directly on the Account & Taxes Mapping page rather than the wizard.
When to contact support
Contact Link My Books support if:
All mappings appear complete but the error still occurs
You are unsure which accounts or tax codes should be selected
The settlement continues to fail after updating the mappings
