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Overview

If you are interested in the Zamp integration to Xero, make note of whether you have the Auto Sales Tax enabled.If Auto Sales Tax is enabled, discuss with your Zamp representative before installing the application. The best experience for the integration is having Auto Sales Tax disabled, which may require Xero intervention.

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Prerequisites

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Installation Process

1

Installing the Zamp Application

  1. In the Xero app store, search for Zamp Tax.
  2. Click Get this app.
  3. Accept permissions and Allow access.
2

Configuring the Connector

  1. Open the connector by clicking the grid button on the top right within Xero.
  2. Click Zamp Tax under your connected apps.
  3. Enter your API key under the Zamp API Token box and click Update API Token.
3

Enabling Settings

To fully enable the Xero integration, configure the following settings:
  1. Allow Zamp to handle tax calculations
    1. Enable this option to have Zamp handle sales tax calculations for your invoices and credit notes.
  2. Sync transactions with Zamp
    1. Enable this option to send your invoices, recurring invoices, and credit notes automatically to Zamp for sales tax filing purposes.
  3. Retain Zamp logs for 30 days
    1. Enable this option to keep your logs (under the Logs navigation item) saved for 30 days. This can be helpful for our support team should you have questions.
  4. Enable transaction sync recalculation
    1. This determines if you would like Zamp to recalculate taxes on your historical transactions. This is an optional setting.

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Next Steps

Tax Codes and Exemptions

Once the above steps are completed, Zamp is enabled to calculate and post transactions! To ensure all taxability scenarios are handled, see the Mapping Customers and Products guide to review mapping product tax codes and customer exemptions