generate.TAX
for Xero

The original generate.TAX integration. Capture documents, automate VAT return generation, handle exceptions and approval workflows – all powered by the data already in Xero, across multiple territories.
Connected accounting software

Who Uses Xero?

Xero is a leading cloud accounting platform used by millions of small businesses and accounting practices worldwide. generate.TAX was built from the ground up for Xero – making this the deepest and most established integration available, including document capture with direct posting, real-time tax code mapping, multi-currency support, VAT number checking, VAT groups and a full internal and client approval workflow.
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What Gets Synced

Once connected, generate.TAX automatically imports the following from Xero for use in your VAT returns and document capture workflow.

Sales & Purchases

All invoiced sales and purchase transactions are pulled from Xero and used to compute your VAT figures accurately.

Tax Codes & Rates

Xero tax codes are mapped to VAT return boxes using generate.TAX’s mapping engine. The mapping persists across every period.

Contacts & Suppliers

Xero contacts are imported for VAT number validation, EU VIES checks and document posting.

Multi-currency

Multi-currency entries from Xero are supported across all generate.TAX-supported territories.

Chart of Accounts

Your Xero chart of accounts is imported so captured documents are coded to the right accounts before posting.

Always Up to Date

Data syncs automatically from Xero. No manual exports, no re-keying – your transactions are ready when you are.

What Gets Posted to Xero

Once you review and approve a captured document in generate.TAX, you can post it directly to Xero with one click. generate.TAX creates the correct transaction type in Xero – no copy-pasting, no re-entry.

Bills & Invoices

Supplier bills, sales invoices and purchase orders captured in generate.TAX are posted directly to Xero as the correct transaction type.

Credit Notes

Sales and purchase credit notes captured from scanned documents are posted to Xero with the correct account coding and tax treatment.

Account & Tax Coding

Each document is coded to the correct Xero account and tax rate before posting. Capture rules let you automate coding based on supplier, document type or any other field.

Supported Xero Plans

Posting works across Xero’s Standard, Premium and Ledger plans. For Ledger organisations, bank transaction receive and spend entries are used alongside invoices and bills.

VAT Groups

generate.TAX supports VAT groups – combine multiple Xero entities into a single consolidated VAT return. All member entities are mapped individually, and the group return is generated automatically once all members are aligned.

VAT Number Checker

Automatically validate customer and supplier UK and EU VAT numbers via VIES. Daily checks run on saved contacts, with instant re-validation when invoices are generated in Xero.

How it Works

VAT Returns

Get up and running in minutes, no developer required.

1. Connect with Xero

Authorise generate.TAX from your Xero account via secure OAuth. Transactions are imported immediately – no API keys or manual exports. Connect multiple Xero organisations, each as a separate entity.

2. Map your Tax Codes

Match your Xero tax rates to the correct VAT return boxes. generate.TAX saves the mapping and applies it automatically every period – edit at any time.

3. Handle Exceptions

Out-of-period transactions are flagged automatically. Include in the current submission, adjust to a prior period, or defer to the next – resolved in a few clicks.

4. Review & Approve

Assign roles to team members, route returns through internal review, then hand to the client for final approval. Every action is timestamped with a full activity trail.

5. Reconcile with Xero

Compare generate.TAX submission totals against your Xero VAT control account balance. File with confidence, spot discrepancies before they become problems.

6. Generate the Return

Click Generate, complete VAT box mapping, and proceed to submission. generate.TAX produces filings in line with your local tax authority’s format.

Get Started for Free

Document Capture

Scan, review and post to Xero in three steps.
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Upload your Documents

Upload receipts, bills, invoices and credit notes by drag and drop, from a connected Google Drive or OneDrive folder, or by forwarding them to a dedicated capture email address.

AI Extracts & you Review

AI reads each document and extracts supplier, date, amounts, tax and account coding. Apply capture rules to automate coding for known suppliers. Review and confirm each line before posting.

Post to Xero

Select reviewed documents and click Post. generate.TAX creates the bill, invoice or credit note in Xero – coded to the right account and tax rate – with the original document attached.

Solutions for Capture & VAT

Document Capture

A document capture solution – converting images and PDFs into data ready for posting.

VAT Return Generator

Easily create your VAT return with data from your cloud accounting system.

Recapitulative Statement

Create a validated list of intra-community suppliers to be submitted to authorities.

VAT Number Checker

Validate and keep a validated list of customer VAT numbers when generating an Invoice in the accounting software.

We integrate with

Xero Accounting

QuickBooks Online

Microsoft Excel & CSV Upload

Zoho Books

Cin7 Core

(VAT Checker Only)

AI Scan Receipts

Pricing

All generate.TAX plans – Small, Medium, Large and Enterprise – include the Xero integration at no extra cost. Pricing is based on the number of entities connected and features required. Enterprise pricing is custom. Visit the Pricing page for current rates or contact us to discuss Enterprise requirements.

FAQs

What data does generate.TAX pull from Xero?
Sales, purchases, tax codes, contact data, chart of accounts and multi-currency entries are all imported automatically and kept up to date.
What transaction types can I post to Xero?
Supplier bills, sales invoices, purchase credit notes and sales credit notes can all be posted directly from generate.TAX to Xero.
Which Xero plans are supported?
generate.TAX works with Xero’s Standard, Premium and Ledger plans. For Ledger organisations, bank transaction receive and spend entries are used alongside invoices and bills.
What are VAT groups and does generate.TAX support them?
Yes. A VAT group combines multiple Xero entities into one consolidated VAT return. In generate.TAX you create the group, add member entities, and the consolidated return is generated automatically once all members share identical mapping details.
Can I connect more than one Xero organisation?
Yes – each Xero organisation is a separate entity in your plan. Add as many as your plan allows, or purchase additional entities from the Billing page.
Does generate.TAX write anything back to Xero?
For VAT returns, no – generate.TAX reads from Xero only. For Document Capture, yes – when you click Post, generate.TAX creates the transaction directly in Xero.
How do I reconcile VAT between generate.TAX and Xero?
generate.TAX includes a Reconciliation module that compares the Tax/VAT balance in your Xero control account against transactions stored in generate.TAX, helping you stay fully aligned with data submitted to tax authorities.

Vendor Information

Listed on Xero App Store

generate.TAX

generate.TAX is a smart VAT platform and document capture solution that helps accountants and finance teams capture, review, post and file with confidence across multiple jurisdictions.

Contact Us

www.generate.tax
[email protected]
Contact Support

Resources

User Guides and FAQ
Help Documentation
View Xero Listing

Try it for free

Unlock all generate.TAX features for 30 days to help you with the generation of VAT returns and capture of bills & receipts.

  • N Connects to Xero
  • N Capture & post documents to Xero
  • N Safe and secure
  • N Cancel any time
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