If your organization has set up Tax Codes in Xero to track the tax on sales ( viz., VAT, GST) and submit a report to the Government, you would want to leverage these codes in Fyle while an employee is creating their expense. It would also help export Fyle's expenses with the correct tax amount and code to Xero.

Once you’ve enabled ‘Taxes’ in the Admin Settings, follow the steps below to start using Tax codes from Xero in Fyle.

Importing Tax codes from Xero to Fyle

  1. Log in to your Fyle- Xero integration using your Fyle Admin credentials.

  2. If this is your first time accessing the Integration, kindly follow the steps here to complete the Onboarding.

  3. If you have been using the Fyle-Xero Integration for a while and are looking to set up Taxes, head to Configurations > General > Import Xero Tax Codes to Fyle.

  4. Enable the option to Import Tax codes and groups from Xero as Tax groups in Fyle.

All the Tax codes and groups from Xero would now be available in Fyle as Tax groups under Admin settings > Expenses > Taxes. If you wish to rename or disable a Tax group, you could do so from the Admin settings page.

Configure a default Tax Code for exports from Fyle to Xero.

You could also set a default tax code for the expenses exported from Fyle to Xero. Default Tax Code would be helpful when the expenses from Fyle do not carry a tax group, but this is essential to export the records to Xero successfully.

  1. Navigate to General Mappings > Default Tax Code; select a value and save.

Mapping Tax groups from Fyle to Tax codes in Xero

If you have already created Tax groups in Fyle and now wish to map them to their counterparts in Xero, you could achieve this in the Tax Group Mapping section of the Fyle-Quickbooks Online Integration.

  1. To map a Fyle Tax group to a Xero Tax Code, head to Tax Group Mappings and hit New Tax Group Mapping.

  2. Select the Tax Group from Fyle and its counterpart in Xero to complete the mapping.

Now, all the expenses that carry the tax group value created in Fyle will be exported to Xero with a corresponding Tax code as per the mapping established in the Tax Group Mapping section.

Some points to note:

  • The option to Import Tax code and Map Tax group would be available only if you have established the Integration with a non-US subsidiary of Xero.

  • If you have created any negative Tax rates in Xero, they cannot be imported or mapped to a Fyle Tax Group.

  • If the Import Tax option is enabled in the Integration, but the Fyle expense does not carry any Tax group, then the export from Fyle to Xero would be mapped to the default tax code set up in the General Mapping settings.

Sample Expense exports from Fyle to Xero showcasing Tax code

The Expense as reported on Fyle

The Purchase Bill for the expense exported to Xero

The Expense as reported on Fyle

The Bank Transaction for the expense exported to Xero

If you need assistance in setting this up, do not hesitate to contact us at [email protected].

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