Tax Traders integration

Streamline your tax pooling process with Tax Traders integration. Effortlessly import tax pooling transactions from Tax Traders, making tax pooling simple and efficient.

Connect your Tax Traders account

Begin by connecting your Tax Traders account. This is a one-time setup process.

1. In the Entity Manager, navigate to Settings > Connections > Tax Traders.
2. Click Add > Tax Traders.
3. Log in to your Tax Traders account (you should be redirected back once completed).

Link entities

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

1. In the Entity Manager, navigate to Settings > Connections > Tax Traders.
2. Select the relevant Tax Traders account.
3. Click the Settings icon next to the Tax Traders entity you want to link.
4. Enter the corresponding TaxLab entity name and select it from the list.
5. Click Save.

Activate or deactivate entities

1. In the Entity Manager, navigate to Settings > Connections > Tax Traders.
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.