Please note these are known reports at this time, and other financial reports in Xero can be exported based on the data you need to transfer over to JuanTax Plus.
1. Xero’s Payable Invoice Detail Report
View line-by-line details of your suppliers' bills, credit notes, and overpayments.
When the filters are set correctly, this report can display columns that are nearly identical to the JuanTax Plus purchase template. This is one of the reports from which you can export as much information as you need to populate tax forms and attachments in JuanTax Plus. More information can be found in this Google spreadsheet.
*JuanTax Plus Purchase Template (with sample transaction)
2. Xero’s Receivable Invoice Detail Report
View line-by-line details of your customers' sales invoices, credit notes, and overpayments.
Same as the Payable Invoice Detail Report, filter columns to show vital details you need to migrate to JuanTax Plus, just like the Payable Invoice Detail Report. More information can be found in this Google spreadsheet.
*JuanTax Plus Sales Template (with sample transaction)
3. Sales Tax Report
This report provides tax details that you can use to review tax forms such as VAT returns. This report will also show any non-transactional entries or adjustments that you may need to import into your JuanTax account.
Note: You may need to change Xero’s Financial settings to Cash Basis to view paid service transactions accurately.
As mentioned, these are recommended reports by our team. You may use any Xero reports that you are familiar with to help you use both Xero and JuanTax Plus.
Please feel free to contact us to schedule an exclusive training with our team to better understand the data migration process.
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