How to Enter Tax Code for a Product

How to Enter Tax Code for a Product

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

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      Yes, provided: Tax settings are configured correctly in both systems Tax codes in Zoho CRM match those in Xero

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