Setup Sales Tax Groups
Wise-Sync will apply Tax Rates Xero based on the Tax Group name in ConnectWise. If there is a mismatch between the rates defined in each system, and error will be returned if you try to sync a record that has a mismatched tax code.
Note: Tax Codes will not be created in Xero if they are missing.
Setup Sales Tax:
Depending on the region of your Xero company, you may have slightly different options that are specific to your regional location.
|Region||Tax Type||Region Specific Instructions|
|US||Sales Tax||Setup US Tax|
|UK||VAT||Setup UK Tax|
|AU||GST||Setup AU Tax|
|NZ||GST||Setup NZ Tax|