How to Add Tax Agent Name in XPM
This guide provides a straightforward process for adding a tax agent's name in XPM, ensuring accurate integration and compliance. By following the step-by-step instructions, users can easily navigate settings and app connections, minimising errors that could lead to configuration issues. It's essential for maintaining accurate records and ensuring that the tax agent's name matches exactly, preventing potential rejections in XPM.
Part 1: Setting to App Connections
Step 1: Open Settings
- From the left-hand menu, click on “Settings” to begin.
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Step 2: Access App Connections
- Within the Settings menu, select “App Connections.”
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- You will see a list of available integrations. Find XPM and click the “Connect” button to proceed.
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Part 2: Add Tax Agent Name
Step 1: Go to the Configuration
- Once inside App Connections, click on “Configuration” to set up your tax agent details.
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Step 2: Select Tax Agent
- Click on the “Tax Agent” tab.
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Step 3: Enter and Save Name
- A text field will appear at the bottom of the screen. Type the tax agent’s name into the field and click “Save.”
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Note: Make sure the tax agent name exactly matches the name in XPM. If the name does not match, XPM will reject it and the configuration will not be saved.
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Frequently Asked Questions
Adding a default tax agent name ensures that all data synced with Xero Practice Manager (XPM) is properly tagged with the correct agent information. This helps maintain consistency across records, prevents missing details, and ensures compliance when managing client data.
