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How to Sync Tax Codes from Xero

61  Administrator August 4, 2026  XERO

This article relates to the following pro-Forms modules:

WORK MANAGER

 

Importing tax rates from Xero ensures invoices raised in pro-Forms® apply the correct tax codes automatically when submitted to your accounting package.

Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option.

XERO Import Options

Click the 'Import Tax Rates' .  Tax rates held in Xero will then be imported.