To automatically file and process tax returns and assessments from Xero Tax (using the Tax automations). the Xero Tax app must be enabled by an FYI administrator.
- In FYI, go to Automation
- Go to the Apps tab.
- On Xero Tax click the cog icon to display the Xero Tax Settings
- Click the Import tax assessments switch to set this "On".
- When you have enabled the Xero Tax Integration, you then need to make the process that runs the import "Active". Refer to Xero Tax Return AutoFile (Australia Only).
Note: Once everything is setup, note that the returns are imported overnight. Check the next day to see them.