Xero ledger integration

Modified on Sat, 09 Mar 2024 at 12:28 PM


  • How Taxlab + Xero integrate
  • Getting started
  • Disconnect from Xero
  • FAQ

How Taxlab + Xero integrate

Experience seamless integration with Xero and effortlessly import trial balance data from your Xero ledgers at the touch of a button. Choose when to refresh data from Xero to keep control and update tax calculations at your preferred times.

Getting started

Connecting to Xero ledgers is completed as part of Import a trial balance from Xero process.

Disconnect from Xero

  1. Navigate to Workpapers > Accounts in the relevant entity and click Import > Import from Xero.
  2. Click the Disconnect button.
  3. A message should display informing you of a successful disconnection.


Is my trial balance data synced in real-time?

No. Your Taxlab trial balance stays connected to your Xero trial balance, but data updates occur only when you manually initiate the import process.

Can I connect multiple trial balances in Taxlab to multiple trial balances in Xero?

No. Each Taxlab entity can only link to one Xero entity.

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