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Disconnect a Xero organisation
This guide provides a step-by-step process for disconnecting a Xero organization. 1) Navigate to the Entities page 2) Click on the entity you wish to remove from generate.TAX. 3) Click on the Disconnect button. Using the Xero 'Connected Apps' 4) You ...
Sign up for a new account with your Xero account
This provides step-by-step instructions on how to sign up for an account with generate.TAX using your Xero account. You need to login to Xero, fill in the necessary information and activate your account. 1) Go to the generate.TAX login page. 2) Click ...
Add or Reconnect a Xero organisation to your account
This is a guide that provides a step-by-step process for connecting a new organization, and re-connecting an organisation. You can also watch this on a youtube video: Add a Xero organisation 1) Click on the New Entity on any screen within ...
Sign in with Xero
This provides step-by-step instructions on how to sign in to generate.TAX with your Xero account. Find out how to sign up for a new account with your Xero account, click here. 1) To login to generate.TAX using your Xero account, navigate to ...
Add and Remove a Cin7 Core client entity to your account
This guide provides a step-by-step process for connecting a new organization for Cin7 Core. 1) Click on the New Entity on any screen within generate.TAX. 2) Choose the CIN7 button. 3) Enter your credentials for your Cin7 account. How to get the ...