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 Admin, or a user in a User Group that has Permissions enabled for Automations,
- In FYI, go to Automation
- Go to the Apps tab.
- On Xero Tax click the cog icon to edit it.
- In the Xero Tax Settings, click the Import tax assessments switch to set this "On".
- When you have enabled the Xero Tax App, 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, the returns are imported overnight. Check the next day to see these.