API Docs
API Docs
  1. Applications
  • Getting Started
    • Introduction to Sales Tax Calculation
    • Step By Step - Creating your first transaction
    • Step By Step - Creating VAT / Global Tax Transaction
  • Endpoints
    • Authentication
      • Authentication - Getting Started
      • Create JWT
    • Customers
      • Get to Know
      • Get Customer
      • Get All Customers
      • Upsert Customer
      • Update Customer
    • Exemptions
      • Get to Know
      • Get All Exemptions
      • Post Exemption
      • Update Exemption
      • Patch Exemption
    • Transactions
      • Get to Know
      • The Importance of Shipping Address
      • How to Use Credit Memos
      • Get Transaction (thin)
      • Get Transaction
      • Upsert Transaction
      • Delete Transaction
      • Get All Transactions (thin)
      • Get All Transactions
      • Upsert VAT / GT Transactio
    • Address Validation
      • Address Validation Intro
      • Validate Address
    • Sales Tax Rates
      • Get Sales Tax Rates
    • Vat Validation
      • Validate Vat
  • Special Features
    • Global Tax Rate
    • Partial Address
    • Discounts
    • Inclusive Tax
    • Vat Validation
    • Post exemptions from CSV
      POST
  • Applications
    • Xero - Integration & User Manual
  1. Applications

Xero - Integration & User Manual

This manual explains how Complyt’s lightweight Xero integration automates accurate U.S. sales-tax calculation inside your invoicing workflow. Follow the steps below to connect Xero, apply the special tax rate, and let Complyt handle the rest.

Integration Overview#

Complyt connects to your Xero account through the Complyt Tax Engine app.
A single tax rate is added to Xero: Request Sales Tax Calculation (Complyt).
That's it. No other Xero settings are changed.
Using this special tax rate on an invoice triggers Complyt to calculate line-level tax based on jurisdiction, nexus, exemptions, and product type.
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How to Use the Complyt Sales Tax Engine#

Create an Invoice in Xero
Start a new invoice just as you normally would.
Assign the Complyt Tax Rate
On at least one line item select Request Sales Tax Calculation (Complyt).
💡
If no line items use this rate, the invoice is ignored by Complyt.
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Tip | the rate as the default on specific products:
Business → Products and services → Edit Product → Sell section → Tax Rate dropdown.
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Enter a Valid U.S. Shipping Address
Complyt computes tax only when the shipping (or billing) address is in the United States.
Be sure to fill Country, State, City, Street, Zip code.
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Save the Invoice
Whenever you save, Xero sends the data to Complyt, whether it is an auto-save or a manual Save & Close.
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Refresh After 2-5 Seconds
Wait a moment, then refresh or reopen the invoice to see the applied tax.
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Review Per-Line Item Tax
Done ✅ Line shows the correct tax rate, for example:
SaaS in Florida → 0 %
Tangible goods → 6.5 %, based on the destination address.

Common Reasons for a 0 % Tax Result#

No nexus in the destination state.
Nexus exists but is not yet approved in Complyt.
The product is non-taxable in that jurisdiction (for example, SaaS in California).
The customer is marked tax-exempt in Complyt.
Verify each case:
Nexus page → view real-time nexus.
Nexus dashboard → approve new states.
Products & Customers modules → confirm classifications and exemptions.

Managing Customer Exemptions#

1.
Log in to Complyt Platform.
2.
Open Customers.
3.
Select the customer and upload exemption documentation under Exemptions.
Complyt will exclude that customer from tax calculations, even when nexus and collection are approved.

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Importance of Address Accuracy#

Complyt needs complete shipping addresses on every Xero customer:
Country
State
City
Street
Zip code
During onboarding, incomplete records are flagged, but you should always add full addresses for new customers to avoid inaccurate or failed tax calculations.
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Modified at 2025-06-23 09:04:38
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