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.
RegionTax TypeRegion Specific Instructions
USSales TaxSetup US Tax
UKVATSetup UK Tax
AUGSTSetup AU Tax
NZGSTSetup NZ Tax