{"id":24947,"date":"2025-06-27T15:30:33","date_gmt":"2025-06-27T15:30:33","guid":{"rendered":"https:\/\/synder.com\/help\/?p=24947"},"modified":"2026-09-28T16:45:37","modified_gmt":"2026-09-28T16:45:37","slug":"how-to-track-sales-tax-in-xero-with-synder-summary-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-track-sales-tax-in-xero-with-synder-summary-sync\/","title":{"rendered":"Summary Sync: How to Track Sales Tax in Xero with Synder"},"content":{"rendered":"\n
This guide explains how to configure sales tax tracking in Synder Summary Sync<\/strong> when posting summaries to Xero. <\/p>\n\n\n\n Use this if:<\/p>\n\n\n\n Do not<\/strong> use this if you are using Per-Transaction Sync.<\/p>\n\n\n\n Tax configuration depends on whether tax should appear in Xero\u2019s built-in tax reports. When you enable tax tracking, Synder adjusts how it creates entries on your accounting software. For each tax amount, Synder creates:<\/span><\/p>\n\n\n\n This ensures that:<\/p>\n\n\n\n And gives you the ability to choose one of the following configurations:<\/p>\n\n\n\n Use this setup if you want tax to appear in Xero\u2019s built-in tax reports. <\/p>\n\n\n\n Synder uses the default zero-rated tax code<\/strong> as a fallback zero-rated tax for non\u2013sales-tax-payable mapping lines. This setup allows Synder to apply the tax calculation logic in Summary mode.<\/p>\n\n\n\n Note:<\/strong> Only <\/em>Sales Tax Payable<\/em><\/strong> lines can be mapped to Xero tax rates. All other lines (shipping, discounts, etc.) will automatically use the selected zero-rated tax rate.<\/em><\/p>\n\n\n\n New summaries will reflect the tax codes. Rebuild the existing summaries to reflect the updated mapping. Refer to this guide<\/a> on how to rebuild.<\/p>\n\n\n\n Example:<\/p>\n\n\n\n Result in Xero:<\/p>\n\n\n\n Use this setup if you do not need tax reporting in Xero and only want to record liability balances.<\/p>\n\n\n\n After enabling Group by region<\/strong>, you may encounter following regions:<\/p>\n\n\n\n So if tax is $7.30 at 5%, the taxable amount becomes $146.00.<\/em> Option 1: Tax Tracking Enabled Option 2: Tax Tracking Disabled Important Notes FAQ This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to Xero. Use this if: Do not use this if you are using Per-Transaction Sync. Tax configuration depends on whether tax should appear in Xero\u2019s built-in […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[376,369,372,381,461,458],"tags":[],"ppma_author":[341],"class_list":["post-24947","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-summary","category-transaction-recording-per-transaction","category-taxes","category-taxes-transaction-recording-summary","category-xero-accounting-integration","category-accounting-integrations-main"],"yoast_head":"\n\n
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Option 1: Tax Tracking Enabled<\/strong><\/h2>\n\n\n\n
Step 1: Enable Tax Codes<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nStep 2: Map Sales Tax Rates<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nWhat you\u2019ll see in Xero invoice<\/strong><\/h3>\n\n\n\n
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Example Invoice (Tax Tracking Enabled)<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nTax shows up correctly in Xero\u2019s Tax Summary report.<\/strong><\/h3>\n\n\n\n
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Balance Sheet view:<\/strong><\/h3>\n\n\n\n\n
<\/figure>\n\n\n\nOption 2: Tax Tracking Disabled<\/strong><\/h2>\n\n\n\n
Tax tracking is disabled by default. With this feature disabled:
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Example Invoice (Tax Tracking Disabled)<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nBalance Sheet reflecting the correct tax owed<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nImportant Notes<\/strong><\/h2>\n\n\n\n
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<\/li>\n<\/ol>\n\n\n\n\n
<\/li>\n<\/ul>\n\n\n\n\n
Consider one of the following options:<\/li>\n<\/ol>\n\n\n\n\n
FAQ<\/strong><\/h2>\n\n\n\n\n
<\/strong>
<\/strong>This can happen if the tax code is not set up in Xero. Create the tax code in Xero first. Then select it in Synder mapping.<\/em>
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<\/strong>Synder uses this formula: <\/em>Taxable sales amount = Tax amount \u00f7 Tax rate \u00d7 100.<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n
<\/em><\/p>\n\n\n\n\n
Tax codes will only be applied to newly generated summaries after enabling the setting. Rebuild the existing summaries to reflect the updates. <\/em>
<\/em><\/li>\n\n\n\n
If Tax Tracking is disabled in Synder, no tax codes are applied to summary lines. Taxes will not appear in Xero Tax Reports. <\/em>Enable tax tracking<\/em><\/strong> in Synder if tax reporting in Xero is required.<\/em><\/li>\n<\/ul>\n\n\n\n
Reach out to Synder Team<\/em><\/a> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"