The tax configuration for invoices (whether amounts are tax inclusive or exclusive) is controlled within Xero.
Managing tax settings in Xero is essential for ensuring that your invoices reflect the correct tax treatment, whether GST inclusive or exclusive. Xero allows you to control tax settings at both the customer level and the general financial settings level, ensuring that your invoices align with your business requirements.
To modify this setting in Xero:
There are multiple ways to configure tax settings in Xero, including customer-specific settings and general financial settings.
Log in to Xero as an administrator.
Click Accounting in the top menu.
Select Advanced and then click Financial Settings.
Scroll down to the Tax Defaults section.
Under For Sales, choose either Tax Inclusive or Tax Exclusive.
Once updated, invoices generated from SortScape and sent to Xero will follow this setting.
Additionally, customer-specific tax settings take priority over general financial settings. To configure these, navigate to the customer’s contact in Xero and adjust the Sales Defaults section.
