8.6. Accounts Management Tab.

Click on Account Management Tab to view the Accounts information as drawn down from XERO (using XERO formatting).


You can select or exclude those Accounts that are not relevant for tax calculations (a common example being “SALARIES” which may not need to be included in your Tax Calculations.)

To exclude an account, enter the account name in the “Find an account to exclude” box, the select the account you wish to exclude by ticking the

“Exclude ?”  box.

8.6 Account Management and Exclusions.pn

Then click on “Save” (Lower right-hand side).

8.6 Account Management Save.png