Publishing tax to Xero

Last updated on Mar 09, 2021

Overview

To export receipts with tax to Xero, you can either select a tax rate from your Xero account, or you can use a custom tax amount.

Applying tax rates

Navigate to the Receipts page and open the selected receipt by clicking on the green link within the Merchant column of the receipt table.

Select a tax rate from the Tax Rate dropdownlist. The Tax field will be automatically calculated based on the selected tax rate.

To enter a custom tax amount, select Extracted Amount from the Tax Rate dropdown list. The Tax field will be editable for you to enter a tax amount.

Click the green Save Changes button at the bottom of the Item Details tab to confirm the tax rate and tax amount for the receipt.

Publishing custom tax amounts

Your Xero integration settings will determine how custom tax amounts are exported and published in your Xero account.

Navigate to Setup > App Integration and click on the Exporting tab.

Click the Settings button in the Xero panel and an integration settings window will appear.

Select one of the following options from the Publishing tax when no Tax Rate is selected and then click the green Save Changes button at the bottom of the Preferences tab:

These settings only apply when the receipt has Use extracted amount for the tax rate, and when exporting to Bill, Credit Note, Expense Claim Bill and Invoice (AR)

Split tax rate

Use the Split Tax feature when not all items on your receipt are taxable and you can't apply a tax rate to the total receipt amount.

See Splitting the receipt tax amount to learn how to create a split tax rate for a receipt.

If a receipt has multiple tax rates, create a line item for each amount and the associated tax rate.