Tax submission - Refresh transactions after editing in Xero

This guide will show you how to refresh the data once you edit transactions in Xero, whether it is an incorrect tax rate, need to adjust the value of a transaction, or make other changes.

Once you have completed a tax return mapping and generated a new Tax submission you are able to edit transactions directly in Xero through generate.TAX.

This functionality is only available for open submissions and will not impact any returns that have already been submitted.

Data on generate.TAX can be refreshed whenever updates occur, whether through edits in generate.TAX as per this guide or changes made in Xero.

​

​Editing a transaction

1)  Navigate to the Entities tab, choose the entity and click to view any open submission.

2) Go to the second tab for Transactions.

3) You can Search for any transaction or otherwise find the transaction in the list.

4) Click on the Xero icon image next to the transaction you would like to edit.

5) You will be prompted to sign in to Xero, after which you can make the necessary changes directly in Xero. Once you're done, simply click Save.

Refresh for Edits

1) Once in the generate.TAX tab, click on Refresh so data is updated and any additional transactions are populated.

2) It is important to Save the VAT return once changes are done.

Export Transactions

1) You can Export Transactions to Excel or PDF.

​​​​​

Success! You have refreshed transactions after editing in Xero.

• Related Articles

• Upload Tax Rates in Xero directly from generate.TAX

  This article explains how to use generate.TAX to set up tax rates in new global Xero entities, which start with only a few defaults. It covers how to create and apply custom or prebuilt templates, and how using generate.TAX templates also enables ...

• Create a new TAX submission

  This guide provides step-by-step instructions on how to generate and view VAT returns using the generate.TAX portal. It explains how to create new returns, edit returns that haven't been submitted, and view previously submitted returns. The guide ...

• View attachments in transactions

  This article covers the new ability to review and upload attachments directly within generate.TAX, eliminating the need to open Xero during the VAT return process. It highlights how this update streamlines review workflows, reduces system switching, ...

• 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 ...

• 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 ...