A. If you haven’t integrated your Xero account to JuanTax, here’s what you need to do:

  1. Integrate JuanTax + Xero.
  2. After syncing, a list of Tax Rates will be pushed to Xero to accommodate transactions fit for Philippine Taxes. See link for the Tax Rates pushed during Integration. Note: Only transactions using the JuanTax Tax Rates will be synced to your JuanTax account.  

B. If you’re a user of Xero using the old integrations module, there’s no need to do anything.  To check if your JuanTax account is integrated with Xero, you may check on the status of the integration by going to Settings > Integration.  You should see this image with the Connected status on it.

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