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.
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.