Description

Customer card in WMS shows default tax code GSX.  This tax code does not exist in Xero. Where does WMS get the data from for the Default Tax Code?

 


Detail Steps

WMS uses its own Tax Codes and maps these back to Xero.  

WMS needs a 3 digit code, whereas Xero has descriptions, as shown below.

All Tax Codes in Xero maps directly back to a specific 3 digit tax code in WMS.

In WMS, the Tax Rate Code of GSX maps back to the Xero Tax Code of GST on Expenses.

For more details, this is based on the document :
Datapel Xero Integration Outline (WMS Replication with Xero)

TaxCode List

Xero provides TWO options for Tax Code lists – Simple and Advanced.


The Simple option restricts the selection of Tax options to SIX as shown below:



Advanced Tax options are designed for companies undertaking more complex business operations – for example, purchasing Capital Assets or Importing / Exporting.

It is recommended that the Advanced Tax Option is selected even if you are not currently using the additional tax methods. 

Customised TaxCodes can be created in Xero for LOCALISED or REGION tax accounting requirements. In this case, the NAME of the TAXCODE will need to be specified by your DATAPEL implementation consultant as it must contain a special SHORTCUT for use in Datapel WMS.

As noted previously, the Datapel WMS uses SHORTCUT codes rather than the verbose terminology shown in the Xero setup. In addition, as the tax code usually defaults based on the Product, Service or Contact, it is not typical that the user is required to modify this field. 

In the case where the user needs to modify the Tax Code when creating a transaction in WMS, the following Xero Tax Codes map to WMS Short-Cut codes as below:



For customised Tax Codes, please discuss prior to GoLive / Implementation to ensure mapping is managed correctly.

Related Information

Datapel Xero Integration Outline (WMS Replication with Xero)