Including Advanced Tax-Related Merge Fields in Email Templates

When creating an email template, you can include merge fields that are based on the on tax information from Xero Tax. These are added from the merge field group XERO TAX).

You can also add these as custom merge fields. The structure of the custom merge field is as follows:

  {{ Tax_'TaxType'_'Year'_'Field' }}

To add the merge field to an Email Template:

1. In the Email Template, expand the XERO TAX merge fields section.
2. Click the Show Advanced button.
3. Enter each part of the merge field by selecting the Tax Type and Field from the drop-downs and typing the value required for the Year.
4. Click Add and the merge field is added to the Email Template. See also below for examples.
   
   

The following are the values for 'TaxType', 'Year' and 'Field' which can be selected or typed to make up the complete custom merge field.

'TaxType'
The code that is shown for the Tax Type when the merge field is added is shown below in brackets.
Activity Statement (AS)
Company Return (CTR)
Income Tax (ITR)
Partnership Return (PTR)
Trust Return (TRT)
SMSF (SMSF)

'Year' is typed directed for example as 2020, 2019, 2018, etc.

 'Field'
Estimated Income = amount of the estimated income tax
Est. Payable/Refundable = amount of the estimated refund that is payable or refundable
Income = amount of the income tax
Income variance = amount of the variance from the estimate of the income tax
Issue = date it was issued by the ATO
Lodgement = date it was logged to the ATO
Payable/Refundable = amount of the refund that is payable or refundable
Payable/Refundable variance = the amount of the variance from estimate of the amount payable or refundable
Period from = from date of the period 
Period to = to date of the period 
State = state of the tax submission, that is, Draft, Filed, Completed

Examples
The following are examples of how you can include these Merge Fields in an email template.

Your 2020 tax from {{ Tax_SMSF_2020_PeriodFrom }} to {{ Tax_SMSF_2020_PeriodTo }} is estimated to be {{ Tax_SMSF_2020_EstimatedPayableRefundable }}

Your 2020 income tax return from {{ Tax_ITR_2020_PeriodFrom }} to {{ Tax_ITR_2020_PeriodTo }} was lodged with the ATO on {{ Tax_ITR_2020_ Lodgement }}