Keap Tax Handling – InvoiceSync

Keap Tax Handling

  • Invoices without tax are tax exempt. – Choose this option if you don’t want Xero/QBO to add or include tax if Keap invoices don’t include tax. You would usually choose this if you’re selling internationally and only customers in certain countries have to pay tax.
  • Invoices without tax are tax inclusive. – Choose this option if you want your tax-exclusive Keap invoices to show the tax element in Xero/QBO. E.g. if your country’s tax rate is 20%, you use tax inclusive prices in Keap and you sell a product or service for $100 plus tax, the amount in Keap would be $120 and in Xero/QBO, it would show as $120, incl. $20 tax.
  • Invoices without tax are tax exclusive. – Choose this option if you want Xero/QBO to add the tax. E.g. if you charge tax for some products/services or depending on the customer’s country, but not others. In this case, if the Keap invoice includes tax, i.e. you have your tax tables set up in Keap and your products/services set to charge tax, a product that has tax in Keap would also have tax in Xero/QBO. E.g. $100 plus $20 tax in Keap would show as $100 plus $20 tax in Xero/QBO. However, if the product was $100 in Keap with no tax, it would still show as $100 plus $20 tax in Xero/QBO as well.

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