If you have billable items or products that have different taxes applied, or some that attract tax and some that don't, you can specify which tax rate (in Xero) each item should be synced with.

By default, all items without a tax set to them in Cliniko will sync using the Default Xero tax rate for tax exempt revenue:

In order to set this up, you will need to have done these two things:

Once you have your tax rates set up in Xero (Xero talks about how to do this here), head to your tax types in Cliniko:

Select the tax type you wish to map to an individual tax rate in Xero, and select the appropriate one from the Xero tax rate menu:

Select the one you want, and then click the Update tax button:

Once this has been done, any taxes charged on any of your invoices will be synced over using that tax rate in Xero. If you choose not to specify a tax rate (it's not required, don't worry!), it will simply be synced over using the set billable item or product tax rate, or the Default Xero tax rate for tax exempt items.

Taxable items and non-taxable items can be pushed to the same account in Xero, but make sure you have specified a Default Xero tax exempt rate in your integration settings at Settings → Our clinic → Integrations.

Can't get enough of all this accounting goodness? We have some other handy Xero articles for your enjoyment! Check out how to: