Enable Xero Integration

Updated: 2022-11-22

Depending on which feature you choose to use—GIFI or Invoicing—there are two ways to enable the Xero integration.

Both are accessible from TaxCycle 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.

Enable GIFI Import

1. Under the TaxCycle section, expand Service Providers and click on the Xero page.
2. Check the option Show Xero integration in menus.
3. Click OK or Apply to save your changes.
4. Continue with the instructions in the Import GIFI from Xero help topic.

Enable Invoice Export

1. Under the TaxCycle section, expand Return Preparation and click on Invoicing.
2. Select Xero from the Invoice using the drop-down menu.
3. Click OK or Apply to save your changes.
4. Continue with the instructions in the Invoicing with Xero help topic.