How to Enter Tax Code for a Product
- Go to Xero
Developer Portal and log in.
- Navigate to
Explorer → Click Allow Access → Connect to Xero
Organization.
- Select Accounting
API → Click on Get Tax Rate under Endpoints.
- Copy the Tax
Type and paste it into the Xero Tax Code field in Zoho CRM
while creating or updating a product.
- When an
invoice is created, the tax rate will be automatically applied to
the product.