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COMING SOON! Invoicing With Xero®

Updated: 2021-07-14

Easily export client billing information from TaxCycle to Xero® to invoice your clients in Xero® based on the work completed in TaxCycle.

Connect to Xero®

  1. In TaxCycle, open Options. Go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
  2. On the left, expand Service Providers and click on Xero.
  3. Click Connect.
    Connect to Xero
  4. TaxCycle will launch a browser to connect with Xero. If prompted, log in to your Xero account.
  5. The first time you connect from TaxCycle, Xero will ask you to confirm that you wish to allow TaxCycle access to the data in your firm's Xero account. Click Allow access to grant permission.
    Allow access button
  6. Once you see a message in your browser confirming that TaxCycle has successfully connected to Xero, you can close your browser window.
  7. TaxCycle Options will now show a message confirming it connected to Xero.
    Connected to Xero

Default Export Settings

  1. In TaxCycle, open Options. Go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
  2. On the left, expand Service Providers and click on Xero.
  3. Select a Default Firm that will send the invoices to your clients. This list will include all the organizations you have access to in Xero. Select your firm to invoice your own clients.
  4. Select the default action for clients who are not yet set up as contacts in Xero. Regardless of the setting here, you can change this action before you send the invoice to Xero®. Setting No default in options means that you must make the choice each time.
  5. Under Tax Settings, chose whether the invoice amounts sent to Xero® include tax (Tax Inclusive), exclude tax (Tax Exclusive) or are non-taxable (No Tax).
  6. Select the Default Account for items invoiced from TaxCycle.
  7. Enter the default line item description for items invoiced from TaxCycle.
  8. Select the Default line item code for items invoiced from TaxCycle.

Export Invoice to Xero®

Once you have established a link with your Xero® account, you can export the information from the Billing worksheet to the company file.

  1. In TaxCycle, open the Billing worksheet.
  2. At the top of the worksheet, click the link to Export this invoice to Xero.
    Export this invoice to Xero
  3. If TaxCycle cannot find a contact in Xero that matches the details in the Xero account, click Create contact.
  4. To choose an existing Xero contact, click Select customer.
  5. Click once to choose from the list of customers, then click OK.
  6. TaxCycle creates the invoice in Xero and adds a memo to the Invoice number field on the Billing worksheet to indicate that the invoice was generated in Xero®.
  7. You must still go into Xero® to print or email the invoice to your client.

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