Top

View and Configure Taxes in Xero

When your store is connected with Xero, Xero can help you manage and change your tax rates.

Viewing tax rates

Note

If your Xero account is based in the United Kingdom, Australia, or New Zealand, this section does not apply to you. Read about mapping tax rates instead.

The Xero app creates tax rates based on orders from your Shopify store. Tax rates are created any time your Shopify data is exported to Xero. Tax rates created by the Xero app will have names that begin with SH.

To view tax rates created by the Xero app:

  1. From your Xero dashboard, click Settings, then General Settings.

  2. In the Organization section, click Tax Rates.

  3. Click the Tax Rates bar to expand the list of tax rates that have been created in Xero:

    tax-rates-example.png

Mapping tax rates (United Kingdom, Australia, or New Zealand)

If your Xero account is based in the United Kingdom, Australia, or New Zealand, you must map your Shopify tax rates to the default Xero tax rates. You can do this while setting up the Xero app, or at any time from the Xero app's Settings page:

  1. From your Shopify admin, click Apps (or press G A):

    apps.png
  2. Click Xero.

  3. Click Settings.

  4. In the Tax settings section, select a tax rate for each of the listed categories:

    tax-settings-UK-AU-NZ.png
  5. Click Save to save your changes to the app settings.

Have more questions? Submit a request