Tax Mapping

Tax mapping connects the tax rates in your accounting software (Xero, QuickBooks) or CSV uploads to the correct FBR invoice scenarios. Without correct mappings, validation may fail or invoices may use the wrong tax treatment.

Open Tax Mapping

Navigate to the tax mapping screen from the main invoice area:

1. Open Invoices from the main navigation.
2. Select your organization from the list.
3. Click the settings cog (gear icon) to open Tenant Settings.
4. Go to the Tax tab. The heading reads Tax Rates to FBR Scenarios.

This screen shows every tax rate that TaxConnect knows about for your organization, alongside a dropdown or selector for the corresponding FBR scenario. If you have not added any mappings yet, the list may be empty or show only the default rates.

For Xero or QuickBooks users

If your organization is connected to Xero or QuickBooks, TaxConnect can pull your tax rates directly from the accounting provider.

1. Click Sync from Xero or Sync from QuickBooks to import your current tax rates and codes into the mapping grid.
2. Review each imported rate. For every rate, select the matching FBR scenario from the dropdown.
3. If a rate you expect is missing after syncing, add it manually using + Add Tax Mapping. The rate name must match exactly what appears in your accounting software.

Syncing is safe — it only reads tax rate definitions and does not modify anything in your accounting provider. You can sync as many times as needed to pick up new rates after they are created in Xero or QuickBooks.

For CSV / Excel users

If you import invoices via CSV or Excel files, you define your tax mappings manually. Every row in your CSV file includes a taxType column that TaxConnect uses to look up the correct FBR scenario.

1. On the Tax tab, click + Add Tax Mapping to create a new mapping row.
2. Enter the Tax Name exactly as it appears in the taxType column of your CSV file. The match is case-sensitive and must be identical.
3. Select the correct FBR scenario for that tax rate from the dropdown list.
4. Repeat for every unique tax type used in your CSV files.

If your CSV files use different names for the same rate (for example, Sales Tax 17% in one file and ST-17 in another), create separate mapping entries for each variation. TaxConnect matches the taxType value exactly, so every distinct name needs its own row.

Understand FBR scenarios

FBR defines several invoice scenarios that determine the tax treatment of each line item. The scenario code (starting with SN) tells the PRAL system how to process the tax amount.

Here are the most common scenarios you will encounter:

• SN001 — Standard rate sales. This is the default scenario for most taxable sales to registered buyers. Use this for goods and services subject to the standard sales tax rate.
• SN002 — Standard rate sales to unregistered buyers. TaxConnect forces this scenario automatically when the buyer is unregistered, regardless of what you mapped. Do not map rates to SN002 manually.
• SN003 — Exempt supply. Use for items that are exempt from sales tax under the relevant provisions (for example, certain food items, pharmaceuticals, or educational materials).
• SN004 — Reduced rate sales. Applies to goods or services taxed at a rate lower than the standard rate. The specific reduced rate depends on the product category.
• SN005 — Services. Use when the line item is a service rather than goods. Some services fall under standard rate, others may have specific treatment.

Your tax professional or the FBR Sales Tax Act, 1990 (and related rules) should guide which scenario applies to each product or service you sell. When in doubt, consult your tax advisor or refer to the latest FBR SRO notifications.

The right scenario depends on two factors: your product or service type, and your customer’s registration status. A sale to a registered buyer may use SN001, while the same product sold to an unregistered buyer is forced to SN002. Exempt items always use SN003 regardless of the buyer.

Save your mappings

Tax mappings are saved as part of the Tenant Settings. They are not saved automatically as you make changes.

1. After configuring all your tax-to-scenario mappings, click the save icon at the top of the Tenant Settings page.
2. All changes — tax mappings, tenant information, and any other settings on the page — are persisted together.
3. After saving, run a validation on one of your invoices to confirm that the mappings produce the correct FBR scenario assignment.

If validation fails with an unmapped tax rate error, return to the Tax tab, locate the missing rate, map it to the appropriate scenario, and save again. Once all rates are mapped, validation should assign the correct scenarios to every line item.