Set up a tax pooling transaction feed integration

Overview

TaxLab’s tax pooling transaction feed integrations allow users to have their clients tax pooling transactions automatically imported to entities in TaxLab. 

Only the user that set up the integration will be able to view and edit. 

Enable a tax pooling transaction feed

1. From your TaxLab home screen, in the navigation bar, select Administration > under System, select Integrations.
2. Select New.
3. From the drop down list, select the tax pooling transaction feed required. 
4. You will be redirected to log in to your tax pooling account. 
5. Select Allow access. 

Once this has been done you’ll be redirected back to TaxLab and your tax pooling transaction feed will be enabled.

Link tax pooling clients to TaxLab entities

Once a tax pooling transaction feed has been enabled, entities need to be linked to the corresponding tax pooling client. 

1. From the TaxLab home screen, in the navigation bar select Administration > under System > select Integrations.
2. Select the relevant tax pooling transaction feed integration.
3. Select the settings icon next to the relevant tax pooling client.
4. Start typing the name of the corresponding TaxLab entity, then select the required entity from the drop down list.
5. Select Save.

Activate or deactivate entities

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

1. From the Integrations screen in TaxLab, select the relevant tax pooling transaction feed.
2. Select the checkbox next to the relevant entities.
3. Select the appropriate option:
   • To activate select the Activate button.
   • To deactivate select the Deactivate button.

Reset a tax pooling transaction feed integration

1. From your TaxLab home screen, in the navigation bar, select Administration > under System, select Integrations.
2. Locate the relevant tax pooling transaction feed and to the right of the name select the three ellipses. 
3. Select Remove.

Once this has been done, re-add the tax pooling transaction feed by selecting New > then select the relevant tax pool.