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How to Import Tax Rates into Xero


You can import Tax Rates from text files or Excel spreadsheets directly into Xero using SaasAnt Transactions (Online) software.

 

Pre Requisites

Connect your Xero account to SaasAnt Transactions (Online) App from Xero App Marketplace by clicking the "Get this app" button and get the 30-day free trial [No credit card required]. Alternatively, you can log in with your Xero account directly through this link - https://apps.saasant.com/eti-importer-login/index.html.


Steps to Import Tax Rate into Xero

To import Tax Rates into Xero using the SaasAnt Transactions (Online) application, follow the steps below.

 

Step 1: Click on the "New Import" Menu to upload your file.


Step 2: Select your file and spreadsheet which has the Tax Rate that you want to import.


Step 3: Select Tax Rate as the Xero entity.


Step 4: Set up the mapping of the columns in your Tax Rate import file to the corresponding fields in Xero.


Step 5: Click Import and your Tax Rate will be directly added to your Xero account.

 

Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com



SaasAnt Transactions (Online) Fields

Field Name

Format

Description

Tax Name

150 Characters

Tax of Item

Tax Component Name

Characters

Component Name for Tax Rate

Tax Component Rate

Decimal

Component Rate for Tax Rate

Tax Component is Component

Boolean 

If the Tax Rate has a component, set the value as “True”

Tax Component is Non-Recoverable

Boolean 

If the Tax Rate component is non-recoverable, set the value as “True”

Report Tax type

Characters

Report of Tax type




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