Turn on the sales tax lookup from the Tax Rates screen

Turn on the sales tax lookup in Xero to automatically calculate and add tax to invoices for your US-based customers. Turning on the sales tax lookup from the Tax Rates screen is an alternative way to turning it on when adding an invoice.

  1. Go to Settings, then General Settings.
  2. Under Organization, click Tax Rates.
  3. Click Tax Rates Look Up.
  4. Select the Turn on tax rate look up checkbox.
  5. Enter the physical address of your business (if you haven't already added your physical address in Xero).
  6. Enter the states where you business is registered to collect sales tax.
  7. Read and agree to the Terms of Use
  8. Save.