Setup Tax Profiles for Xero

If you're using Xero as your accounting software, and you live in a region where you charge sales taxes, you'll need to set up your sales tax profiles in a specific format to match Xero's requirements.

Xero uses the location of your company to determine which tax accounts are necessary, and each of these accounts requires that the tax profiles used in FlexiBake have the correct code to import properly into Xero. This guide will outline how to create tax profiles in FlexiBake and the naming conventions required by Xero:

1. Log into FlexiBake using the admin user, or a user that has admin privileges.
   
   
2. In the upper menu bar, click on Administration and then select Maintain Sales Tax Profiles.
   
          
3. This will open a pop-up. To add a new tax profile, click on the Tax Profiles box.
   
          
4. At the bottom of the second pop-up, click on the New button.
   
        
5. Fill in the Code and Description fields. The Description can be what you'd like, but the code must match the requirement set out by Xero.
   
       
   Some of the most common tax codes can be found below:
   
   Canada
   

   Code	Tax Type
   CAN014	AB - GST on Sales
   CAN015	BC - GST/PST on Sales
   CAN016	MB - GST/RST on Sales
   CAN017	NB - HST on Sales
   CAN018	NL - HST on Sales
   CAN019	NS - HST on Sales
   CAN020	ON - HST on Sales
   CAN021	PE - HST on Sales
   CAN022	QC - GST/QST on Sales
   CAN023	SK - GST/PST on Sales
   CAN024	NT - GST on Sales
   CAN025	YT - GST on Sales
   CAN026	NU - GST on Sales
   NONE	Tax Exempt
   OUTPUT	Tax on Sales

   
   United States
   

   Code	Description
   NONE	Tax Exempt
   OUTPUT	Tax on Sales

   
   Australia
   

   Code	Name
   BASEXCLUDED	BAS Excluded
   EXEMPTOUTPUT	GST Free Income
   OUTPUT	GST on Income

   
   Didn't find what you're looking for? More countries' options can be found here.
   
   
6. Hit OK to save the tax profile. You can repeat the steps above as needed to cover all taxes required.
   
      
7. Once all tax profiles have been entered, click Close to close the pop-up.
   
         
8.  Select the Tax Profile using the drop-down at the top. At the bottom of the screen, you can assign individual taxes to your Tax Profile by clicking the drop-down next to the Tax... button. Click Add to add your selected tax to your selected Tax Profile.
   
        
9. Once all taxes required by the tax profile have been added, click OK to save your changes.