How to import Tax Rates into Xero, using Business Importer

import Tax Rates into Xero

Import Tax Rates into Xero fast and easy, using Business Importer.

How to import Tax Rates into Xero with Business Importer in 5 simple steps

To , please, follow 5 simple steps:

1. Sign in to Business Importer and connect it to Xero.

To connect Business Importer and Xero go to:

AccountsAdd companyXero

import transactions into Xero

2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

import Tax Rates into Xero

3. Choose the list in your Excel, which contains Tax Rates you want to import into Xero. Click on the Next button.

4. Select Company (you want to import to) and Entity (Tax Rate), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.

import Tax Rates into Xero

*Xero labels – Xero fields at Tax Rates that are required to be filled in.

**Your labels – your spreadsheet columns containing all information on Tax Rates you want to import into Xero.

5. Review* if the information is entered correctly and click on the Next button.

import Tax Rates into Xero

*Correct data if necessary – on this stage you can manually change data in the columns you are going to import into Xero.

Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.

import Tax Rates into Xero

Check out your Tax Rates import into Xero result in your e-mail or in the Imports History tab.

import Tax Rates into Xero

import Tax Rates into Xero

Or check out the Tax Rates Import results at your Xero account.

import Tax Rates into Xero

How-to Guide – How to import Tax Rates into Xero

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Tax Rates, Items,  Contacts, Manual Journals,  Bank Transfers, Invoices, Purchase Orders, Bank Transactions, Categories, Bills,  etc. you want to import into Xero.

import Tax Rates into Xero

Xero Field Business Importer Name Description Example
Name Name Name of Tax Rate. Oakdale Sales Tax
Component: Name Component: Name Name of Tax Component State Tax
Component: Rate Component: Rate Tax Rate (up to 4dp) 7.5
Report Tax Type Report tax type Check out Report Tax Types for your country – AU, NZ and UK. INPUT
Status Status Valid values: ACTIVE, DELETED, ARCHIVED. ACTIVE
IsCompound Component: Is compound Describe if Tax rate is compounded. Valid values: true or false. true
Tax Type Tax Type Valid values: INPUT, NONE, OUTPUT, GSTONIMPORTS (Global). INPUT

Check out the Tax Rates import results

There are 6 types of import results.

 import Invoices into QuickBooks Online

Errors in the Tax Rates import into Xero

The most common errors and the ways to solve them.
There are 3 the most common errors made by our clients when they import Tax Rates to Xero. To prevent this happening, we have reviewed all of them and given solutions below.

Problem Error occurs Solution Correct example
No name given for the Tax Rate Required field Name is NULL Please, provide a name of the Tax Rate. Sales Tax (local)
Invalid component. A single tax component cannot be compound. Your tax rate is single. Component: is Compound = false
Invalid status Value ‘ARCHIVE’ for ‘Status’ invalid. Valid values: ARCHIVED, DELETED, ACTIVE. Please, provide with a valid status. ARCHIVED

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

Xero-logo-hires-RGB

adodvolha

This entry has 0 replies

Comments open

Leave a reply

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>