User Guide

Table of Contents

1.       Registration and Login 

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          1.1  XERO to Tax Gnome Data Flow

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2.      Dashboard

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3.      Organisation Selector 

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4.      Header Bar

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5.      Dashboard

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5.      Reports

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6.      Set up XERO Integration and Sync with XERO)

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          6.1           How to configure XERO with Tax Gnome and vv.

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          6.2         Tax Gnome and XERO Data Flow diagram

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7.      Journals

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8.      Organisation

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         8.1     General Tab

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         8.2   Tax Profile Tab

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         8.3    GST Tab

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         8.4    Provisional Tax and AIM Option Tab 

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         8.5    Forecast Method Tab

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         8.6     Accounts Management Tab

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         8.7     Organisation User and Role Settings

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9.      Log Out

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10.    Graphs

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           10.1   Income and Expenses Graph

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           10.2 Tax Graph 

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           10.3 Trends Graph

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           10.4 Tax Summary Predictions

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