Product groups let you group SKUs together so Taxomate can apply product-specific accounts, tax rates, and classes or tracking categories when your payouts or settlements are processed.
For UK and EU sellers, product groups are commonly used for products that do not use the standard VAT rate, such as zero-rated or reduced-rated products.
Open Taxomate.
Select Product groups in the sidebar, under Accounts and taxes. (You can also open Accounts and taxes, select the āÆ button (More tools), then Manage product groups.)
If you have more than one marketplace, choose one next to Mappings for. The marketplace supplies the list of accounts. Group mappings apply across your account.
If the page says Set the marketplace mappings first, open Accounts and taxes and choose accounts for that marketplace first.
A product group sends all its SKUs to the same account and tax mappings. Without groups, every SKU uses the marketplace mappings.
Select Create group (or Create your first group) and enter a Group name.
The table shows each group with Linked SKUs, Account, Tax, and QuickBooks class (or Xero tracking category). Choose a value for each one you want to change:
Account: send the group to a specific account in your accounting software.
Tax: apply a specific tax rate or VAT code. With QuickBooks, use a Sales rate for invoices and credit memos. Purchase rates are for journal entries.
QuickBooks class or Xero tracking category: apply a class or tracking category. In QuickBooks you can select Create class in QuickBooks.
A field that says Marketplace mapping uses the marketplace mapping. Taxomate shows a review before it saves each change.
To rename a group, select the pencil on its row, enter the new Group name, and confirm with Rename group. To remove a group, select the trash can and confirm with Remove group. SKUs in a removed group use the marketplace mappings again from their next rebuild. Entries already in your accounting software are not changed.
If you completed Quick Setup for Amazon UK or EU VAT, Taxomate may already show product groups for reduced-rated or zero-rated products. These show VAT default.
Select Assign SKUs at the top of Product groups. (This opens Product SKUs. Selecting the number in Linked SKUs opens it too.)
Find the SKU you want to update. Use the search box if needed.
Select Change group on the SKU row.
Choose the product group, then confirm.
Use Bulk assign SKUs (on Product SKUs) when you need to assign many existing SKUs to existing product groups at once.
Select Download template.
Fill in the CSV with your SKUs and product group names.
Select Upload CSV.
Review the preview.
If the preview looks correct and there are no errors, select Review CSV apply, then select Apply (for example Apply 12 changes).
The CSV has these columns:
sku: the SKU that already exists in Taxomate.
product_group: the exact name of the product group that already exists in Taxomate.
channel: leave this blank.
Example:
sku,product_group,channel ABC-123,Reduced VAT, DEF-456,No VAT,
Taxomate applies each row to every active SKU with that SKU code across your account. You can upload up to 1,000 rows at a time.
After you upload a CSV, Taxomate shows a preview before anything is changed.
The preview shows Updates, Unchanged, Errors, and Matched inventory records. Each row shows the SKU, its status, the Current group and the Proposed group, the number of matches, and any row error.
Product groups are used when a settlement or payout is built. Check these in order.
The SKU is not in the group. Open Product groups, select Assign SKUs, and search for the SKU. Each SKU row shows Product group: and the group name, or No group. If the group is not yours, select Change group on the SKU row.
The group has no value for that field. A group applies only the fields that you set: Account, Tax, and QuickBooks class (or Xero tracking category). A field that shows Marketplace mapping uses the marketplace mapping. Set the field on the group row.
The settlement was built before the change. Settlements that are not sent keep their old numbers until you rebuild them. Open the settlement and select Rebuild. Settlements that are already sent do not change.
The product is new. A new product does not join a group by itself. Assign it. For Etsy, assign the products that need a group after the product list refreshes.
For a tax code on a product group, see "What are Accounts and taxes?", the section "Tax codes for shipping, discounts, tips and international sales". For an Amazon sales tax or VAT rate, ask your accountant which rate each product needs.
If the preview shows errors, fix the CSV and upload it again. Common issues include:
The SKU does not exist in Taxomate.
The product group name does not match an existing product group.
A required column is missing.
More than 1,000 rows were uploaded.
A value was entered in the channel column. The preview says: "Channel-specific product group imports are not supported yet. Leave channel blank to apply this SKU mapping account-wide."
The same SKU is on more than one row. Keep one row for each SKU in an import.
Taxomate does not apply the CSV until the preview has no errors.
Bulk upload only assigns existing, active SKUs to existing product groups. It does not create new SKUs. Archived SKUs are skipped.
Bulk upload does not create new product groups. Create the product group first, then upload the CSV.
A product group changes the account, tax, class or tracking category of its SKUs. It does not change which QuickBooks inventory item a SKU uses. For that, see Settings > SKU mappings in "BETA: QuickBooks Inventory Sync".
If you change a group and the settlement is already sent, the entry in your accounting software does not change.
Changes affect how Taxomate groups SKU activity when payouts or settlements are processed. They do not edit entries that have already been sent to your accounting software.
If you are unsure which product group or tax rate to use, we recommend checking with your accountant or bookkeeper.
