Who is this post for?
This post is for Xero Partners who use Xero Report Templates and Xero Tax. It shows you how Xero "maps" from the general ledger to tax labels.
Using Xero report templates with Xero tax
A couple of things to keep in mind when using Xero report templates with Xero tax.
- Xero report templates are mapped to report codes
- Xero tax is mapped to account type
Watch the video below and see what the difference is.
Importing Trial Balance
When importing the trial balance, you need to map it to the correct tex return label.
You use account "type".
You don't have to import all accounts, so you skip the "income distribution" accounts.
Check out the video!
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