Xero: Getting Started

If you have questions regarding our integration with Xero, here's some information to get you started! 

How do I link Xero to TaxJar?

You can link Xero to TaxJar from your Linked Accounts page, and we have a video that walks you through this process here.

What happens once I link Xero to TaxJar?

With Xero linked to TaxJar, each month we’ll create new bills/invoices for the sales tax you’ve collected that you can export to Xero.

  • At the beginning of each month, you will receive an email that looks like this:

  • This email will link you to the following page, where you can click "Export now" to begin exporting your sales tax liabilities for the completed months of the current filing period into Xero.
  • To successfully export TaxJar data to Xero, you'll need to export transactions after the last day of the filing period and prior to the due date for that filing period. 

What will I see in Xero after my monthly export?

We export your sales tax data to the liabilities in Xero, and the name will be "Sales Tax - StateName" with a code of "220-{StateCode}". 

  • Our integration with Xero is designed to record sales tax as a liability and not a credit, and our system also chooses the account code. These features cannot be custom-configured.
  • Please note that we post a monthly sales tax total to Xero. Individual transactions will not be exported to Xero.

Once you have filed and remitted payment to the state, you can record the payments for the bills/invoices created in Xero.

  • Recording your sales tax payment in TaxJar will not export the payment to Xero. This payment must be recorded manually within Xero.