In order to be able to send Purchase Orders or Supplier Invoices to your accounting package we must link the Tax Rate in Livecosts to the Tax Rate in your accounting package. This can be done in 2 ways.

  1. Link an existing Livecosts Tax Rate to an Accounting Package Tax Rate (see help article on this here ) or

  2. Create a new Tax Rate in Livecosts from your accounting package, this will create the link by default. This article shows this option.

Available for:

  • Xero

  • Sage 50

  • Sage Business Cloud

Note: Please ensure you are authenticated with your accounting package first.

  1. From the Settings Index click "Tax Rates"

2. Click "+ New from Accounting"

3. To get the latest list of Accounting Tax Rates Click on the sync button

4. Select the Tax Rate you wish to create.

5. This will lead you to the new Tax Rate form where you can populate the rest of the tax details. Then click "Save"

Did this answer your question?