How to Import Tax Rates into Xero

Andrew Francis Etto

Modified on: Sun, 1 Sep, 2024 at 7:33 PM

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

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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Please find the Tax Rates template attached here for your reference: