generate.TAX
for Zoho Books
Who Uses Zoho Books?
What Gets Synced
Sales & Purchases
All sales, purchase and expense transactions are pulled from Zoho Books and used to compute your VAT figures accurately.
Tax Codes & Rates
Zoho Books tax codes are mapped to VAT return boxes using generate.TAX’s mapping engine. The mapping persists across every period.
Contacts & Suppliers
Supplier and customer contacts are imported for VAT number validation, EU VIES checks and document posting.
Multi-currency
Multi-currency entries from Zoho Books are supported across all generate.TAX-supported territories.
Chart of Accounts
Your Zoho Books chart of accounts is imported so captured documents are coded to the right accounts before posting.
Always Up to Date
Data syncs automatically from Zoho Books. No manual exports, no re-keying – your transactions are ready when you are.
What Gets Posted to Zoho Books
Bills & Invoices
Supplier bills, sales invoices and purchase orders captured in generate.TAX are posted directly to Zoho Books as the correct transaction type.
Credit Notes
Sales and purchase credit notes captured from scanned documents are posted to Zoho Books with the correct account coding and tax treatment.
Account & Tax Coding
Each document is coded to the correct Zoho Books account and tax rate before posting. Capture rules let you automate coding based on supplier, document type or any other field.
Supported Zoho Books Plans
Posting works across all Zoho Books plans. Bills, invoices, expenses and credit notes can be posted directly from generate.TAX to your Zoho Books organisation.
VAT Groups
generate.TAX supports VAT groups – combine multiple Zoho Books 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 Zoho Books.
How it Works
VAT Returns
Get up and running in minutes, no developer required.
1. Connect with Zoho Books
Connect your Zoho Books account via secure OAuth. Transactions are imported immediately – no API keys or manual exports. Connect multiple Zoho Books organisations from any region, each as a separate entity.
2. Map your Tax Codes
Match your Zoho Books tax codes 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 Zoho Books
Compare generate.TAX submission totals against your Zoho Books 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.
Document Capture
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 Zoho Books
Select reviewed documents and click Post. generate.TAX creates the bill, invoice or credit note in Zoho Books – 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
Zoho Books
QuickBooks Online
Xero Accounting
Microsoft Excel & CSV Upload
Cin7 Core
(VAT Checker Only)
AI Scan Receipts
Pricing
FAQs
What data does generate.TAX pull from Zoho Books?
What transaction types can I post to Zoho Books?
Which Zoho Books plans are supported?
What are VAT groups and does generate.TAX support them?
Can I connect more than one Zoho Books organisation?
Does generate.TAX write anything back to Zoho Books?
How do I reconcile VAT between generate.TAX and Zoho Books?
Vendor Information
Listed on Zoho Marketplace
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.
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.
- Connects to Zoho Books
- Capture & post documents to Zoho Books
- Safe and secure
- Cancel any time
