How Taxlab + Xero integrate
Integrating Xero with TaxLab lets you pull trial balance data directly from your Xero ledger. You can refresh the data whenever you need, giving you control over when updates flow through to your tax calculations.
Getting started
Connecting to Xero ledgers is completed as part of the Importing a trial balance from Xero process.
How to disconnect from Xero
- Navigate to Workpapers > Accounts in the relevant entity and click Import > Import from Xero.
- Select the Disconnect button.
- A message should display informing you of a successful disconnection.
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