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Community > Using Xero >

Invoices: Tax field for customer excel import

Started by JITESH JOSHI -   in Using Xero

Please add functionality to populate tax treatment for customers via the customer excel import. Currently you can only do this using the invoice transaction excel import but I want to be able to set tax rules for each customer based on their location.
Hi Jitesh. Appreciate you reaching out here, this is actually possible using the Contacts Import file. You can enter a default tax treatment for a customer that will override any other defaults you may have set up.You can find more information here .
 

Maya W (Community Manager)