Integrating with Xero

This video demonstrates how to export data from Briefcase to Xero Accounting using the Xero application interface (API). Before you can perform an export you must create a Xero account at xero.com. For detailed information refer to the API Overview at blog.xero.com/developer/api-overview

Public key can be downloaded at the bottom of this article. This is required when setting up the Xero Application.

Tax Codes in Xero

Tax codes in Xero must match the Acc. Code in Briefcase. This setting can be found in the Settings tab of the main navigation, then under the Accounting tab. The screen shot below uses the tax type OUTPUT, the most common for sales tax.

taxaccount.png

New Zealand

TAX TYPE RATE NAME
INPUT 12.50 GST on Expenses (old rate)
INPUT2 15.00 GST on Expenses
NONE 0.00 No GST
ZERORATED 0.00 Zero Rated
OUTPUT 12.50 GST on Income (old rate)
OUTPUT2 15.00 GST on Income

United Kingdom

TAX TYPE RATE NAME
CAPEXINPUT 17.50 VAT on Capital Purchases
CAPEXOUTPUT 17.50 VAT on Capital Sales
CAPEXINPUT2 20.00 VAT on Capital Purchases (new rate from 4 Jan 2011)
CAPEXOUTPUT2 20.00 VAT on Capital Sales (new rate from 4 Jan 2011)
ECZRINPUT 0.00 Zero Rated EC Expenses
ECZROUTPUT 0.00 Zero Rated EC Income
EXEMPTINPUT 0.00 Exempt Expenses
EXEMPTOUTPUT 0.00 Exempt Income
INPUT 17.50 VAT on Expenses
INPUT2 20.00 VAT on Expenses (new rate from 4 Jan 2011)
NONE 0.00 No VAT
OUTPUT 17.50 VAT on Income
OUTPUT2 20.0 VAT on Income (new rate from 4 Jan 2011)
RRINPUT 5.00 5% (VAT on Expenses)
RROUTPUT 5.00 5% (VAT on Income)
SRINPUT 15.00 VAT on Expenses(old rate)
SROUTPUT 15.00 VAT on Income(old rate)
ZERORATEDINPUT 0.00 Zero Rated Expenses
ZERORATEDOUTPUT 0.00 Zero Rated Income

Australia

TAX TYPE RATE NAME
OUTPUT 10.00 GST on Income
INPUT 10.00 GST on Expenses
CAPEXINPUT 10.00 GST on Capital
EXEMPTEXPORT 0.00 GST Free Exports
EXEMPTEXPENSES 0.00 GST Free Expenses
EXEMPTCAPITAL 0.00 GST Free Capital
EXEMPTOUTPUT 0.00 GST Free Income
INPUTTAXED 0.00 Input Taxed
BASEXCLUDED 0.00 No GST
GSTONCAPIMPORTS 0.00 GST on Capital Imports
GSTONIMPORTS 0.00 GST on Imports

Global

TAX TYPE RATE NAME
INPUT 0.00 Tax on Purchases
NONE 0.00 Tax Exempt
OUTPUT 0.00 Tax on Sales
GSTONIMPORTS 0.00 Sales Tax on Imports

United States

TAX TYPE RATE NAME
INPUT 9.2500 Tax on Purchases
NONE 0.00 Tax Exempt
OUTPUT 9.2500 Tax on Sales
GSTONIMPORTS 0.00 Sales Tax on Imports

New tax rates can be setup for a Xero organisation. All new tax rates added have a TaxType of the format TAX001, TAX002 etc.

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