Sage Intacct integration: Sync taxes

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

This guide explains how to manage and sync tax information between Ramp and Sage Intacct. By using this integration, you can ensure that tax codes for your transactions, reimbursements, and bills are accurately recorded in your accounting system.

When syncing to a Sage Intacct entity with taxes enabled, you must provide a tax code in Ramp. If a tax code is missing, you will see a sync error. Ramp pulls your specific tax codes directly from Sage Intacct, allowing you to select the correct rate (such as GST or HST) before you sync.

Step-by-Step instructions

Follow these steps to ensure your tax data flows correctly from Ramp into Sage Intacct.

Coding card transactions

To add tax details to individual card expenses:

1. Navigate: Go to the Accounting tab and select Card transactions .
2. Select: Find the transaction and click on the Intacct Tax Detail field.
3. Code: Select the applicable tax code from the dropdown menu (e.g., GST 5% ).
4. Verify: Ramp will automatically calculate the tax. Click Done .
5. Sync: Select the transaction check-box and click Sync to export to Sage Intacct.

Coding reimbursements

To ensure employee reimbursements are tax-compliant:

1. Navigate: Go to the Accounting tab and click Reimbursements .
2. Check Entity: Ensure the correct Entity (e.g., Save Money Inc Canada ) is selected to see the relevant tax codes.
3. Code: Click the Intacct Tax Detail field and choose the correct code.
4. Finalize: Mark the item as Ready and click Sync to push the data to your bills in Sage.

Creating and syncing bills

To manage tax on new bills created within Ramp:

1. New Bill: Navigate to Bill Pay and click New Bill .
2. Set Context: Choose your vendor and a tax-enabled entity.
3. Line Items: For each line item, select the appropriate Intacct Tax Detail .
4. Manual Override (Optional): If the calculated tax differs from the invoice, click the tax amount to manually override it.
5. Submit: Review all details and click Create Bill to initiate the sync.

Key details

• Entity Filtering: Tax codes change based on the entity. If you do not see the right codes, check your entity setting.
• Manual Changes: You can manually fix the tax amount if it does not match your receipt.
• Sync Errors: If a sync fails because of missing tax info, just add the tax code in Ramp and try again.

Frequently asked questions

Why don't I see the "Intacct Tax Detail" column in Ramp?

This functionality is only available to Ramp Plus customers.

If this column is missing, your Sage Intacct integration may not have tax tracking enabled. Navigate to Settings > Integrations > Sage Intacct and ensure that the "Tax" toggle is turned on. You may also need to refresh your accounting fields to pull in your latest tax groups from Sage.

Can Ramp handle transactions with multiple tax rates?

Ramp supports one tax detail for each line item. If a receipt has multiple taxes (like GST and PST) for different parts of a purchase, use the Split tool. You can then assign a specific tax code to each split line to ensure they sync correctly to Sage Intacct.

Important: Ramp does not support applying multiple tax types to the same dollar amount on a single line. For example, if both GST and PST apply to the same $100 charge, you cannot code both to that single line.

The calculated tax amount in Ramp doesn't match my receipt. What should I do?

Ramp uses tax rates provided by Sage Intacct. If a receipt amount differs slightly due to rounding, you can edit the tax manually.

Note: You must edit tax at the aggregate level for each tax detail. You cannot edit tax for individual line items.

To update your tax:

Step 1: Open the Edit tax paid window.

Step 2: Click on the tax field.

Step 3: Enter the correct total tax value for the transaction.

Step 4: Mark the transaction as Ready.

What happens if I sync a transaction without selecting a tax detail?

If your Sage subsidiary has tax enabled, Sage will reject any sync attempt that lacks tax details. To prevent errors, you must select tax details in Ramp before you sync. This saves you from having to delete and re-record entries in Sage later.

How do I add a new tax rate to the dropdown menu?

Ramp pulls these rates directly from your Sage Intacct environment. To add a new rate:

In Ramp, go to your Accounting settings.

Click Refresh Fields. The new tax rate will now appear in your dropdown menus.

Does Ramp support Contact Tax Groups?

No, Ramp does not support Contact Tax Groups.