Mapping Swim Tax Rates to Xero

Mapping the tax setups you have created in Swim to Xero follows a very similar process to mapping GL accounts.

Steps to Map Tax Rates

  1. Next to the listed Unmapped Tax Rates, click Review.
  2. A popup will display the list of currently unmapped tax rates.
  3. Click Map Tax Rates to open the mapping popup.
  4. Ensure the Create new mapping in Xero option is checked.
  5. Click to confirm the mapping.

Mapping tax rates in Xero

Note: Accuracy is critical when mapping tax rates. Ensure each Swim tax profile is mapped to the correct Xero rate to prevent reporting discrepancies.

Next Step

Once all tax rates are mapped, continue with: Step Four: Syncing Accounts with Xero

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