Setting up your Xero Tax integration
Integration between SuiteFiles and Xero Tax allows you to prepopulate document templates in SuiteFiles with client data.
Connecting Xero Tax to SuiteFiles
- An administrator needs to log in to your Xero Tax account
- Click Business, Settings, Add-ons
- Scroll down the list and find Suite
- Click Generate Key
- Once your unique key has been generated, scroll down the list and find Suite again. Your unique code will now be visible next to it.