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 and New Zealand Only).
Note: Once everything is setup, the returns are imported overnight. Check the next day to see these.