Mapping Xero taxes

When configuring Xero you should also map any tax rates you have in You'reOnTime to a Xero tax rate. In most cases this will be just two taxes, a sales tax such as GST or VAT and a Tax Free. To map your taxes

Click on Settings under the Welcome menu.



In Settings in the Products & Services section click on the Manage Your Tax Rates.




Click on the Tax you wish to set the Xero tax for.




Select the Xero tax from the taxes that were loaded from Xero.




Click Save.


Now do the same process for each of your taxes including the Tax Free record. Once complete you are ready to start sending you data to Xero.



 

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