The Unexpected Tax Code Used bookkeeping data check feature identifies transactions in Xero that have been given a tax code that is not the default tax code for the particular contact.
Transactions checked include:
Note that transactions are only marked as unexpected where the applicable default tax code has been specified for the contact (either directly in Xero, or by using the Contact Defaults bookkeeping check feature in Xenon Connect).
Therefore, if the contact’s default tax code is blank, then transactions will not show up as unexpected for that contact.
Of course, some contacts will have transactions that have been legitimately coded to a tax code other than the default tax code for the contact. The purpose of the check is to verify that any differences are in fact correct.
Details provided for each transaction include:
Changing the transaction’s tax code
If you decide that the tax code currently given to the transaction in Xero is inappropriate, you can quickly and easily change it using one of the following methods:
View transaction in Xero
For each unexpected tax code used item found, you are able to click the View button after which you will be taken directly to the applicable transaction within your Xero account. This will allow you, for example, to investigate the item further.
If you decide that a particular transaction already has the correct tax code used, then you can click the “Dismiss” button to hide the item and prevent that transaction from appearing in the list again.
Show Dismissed Items
You can quickly include all previously dismissed transactions, by enabling the “Show dismissed items” toggle.
This allows you to recheck and edit any tax codes that have previously been dismissed in error.
Bulk Process Options
The following bulk actions can be taken by using the check boxes and Bulk Process Options drop down menu:
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