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Deep Dive - Xero: Tax

Stevie LaFortuneStevie LaFortune Expensify Team Posts: 199 Expensify Team
edited December 2019 in Deep Dive Docs
Enable Tax tracking in your Xero configuration and the taxes set up in Xero will automatically be imported into Expensify as Taxes.

  • Once you've established the connection to your Xero account from within Expesify, go to Settings > Policies > Groups [Policy Name] > Tax to see the taxes imported from Xero.
  • Use the enable/disable button to choose which taxes to make available for your employees to apply to their expenses.
  • Set a default tax for policy currency expenses and, optionally, another default tax (including exempt) for foreign currency expenses which will automatically apply to all new expenses.

For more details on Tax Tracking see our help page here.
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