Set up a Tax Traders integration

Overview

With TaxLab’s Tax Traders integration you can have your clients Tax Traders transactions automatically imported into your entities in TaxLab. 

Only the user that set up the integration will be able to see it in TaxLab. We recommend only setting up one integration per Tax Traders account to prevent duplicate integrations to entities occurring.

We recommend that if your organisation runs a master Tax Traders account that has access to all entities, that you use this login to set up the integration to TaxLab.

This article will take you through adding your Tax Traders account to TaxLab and linking your entities to the integration.

Add your Tax Traders account

1. From your Home page, navigate to Administration > Under Settings > click Integrations.
2. In Integrations, click Add > select Tax Traders, you’ll then be redirected to Tax Traders
3. Enter your login details for your Tax Traders account.
4. Review any terms and conditions or scopes.
5. Click Allow access.

Once this has been done you’ll be redirected to your TaxLab Integrations page.

Link entities

After adding your Tax Traders account, establish links between entities for automated data import.

1. Navigate to Administration > Under Settings > click Integrations.
2. Select the relevant Tax Traders integration.
3. Click the Settings icon next to the Tax Traders client you want to link to an entity.
4. Enter the corresponding TaxLab entity name and select it from the list.
5. Click Save.

Activate or deactivate entities

By activating an entity, the data import function is enabled for that taxpayer. To disable the data import, deactivate the taxpayer.

1. Navigate to Administration > Under Settings > click Integrations.
2. Select the relevant Tax Traders account.
3. Select the checkbox of the entity you want to modify.
4. Select the appropriate option:
   • To activate click the Activate button.
   • To deactivate click the Deactivate button.

Reset your Tax Traders integration

1. Navigate to Administration > Under Settings > click Integrations.
2. Next to your Tax Traders integration, click the settings cog > Click Delete

From there you will need to follow the instructions to re-add your Tax traders integration. Your entities will still be linked once the integration has been added again.