How to Publish Tax to KashFlow

Configure your Kashflow settings to publish your tax data to Kashflow. 

If you’re publishing an item with a tax amount different than zero and it goes to Kashflow without tax, then you need to switch on your “Publish Tax Data” option.


How to Publish tax to Kashflow

  1. Go to the Account Settings menu under the Integration tab.
  2. Set the Publish tax data toggle to ON.

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The tax amount extracted from the item (or preset by Supplier rules) and the tax rate will be published to Kashflow.


Selecting a default tax rate

You can also set a default tax rate for costs.

  1. Go to the Account Settings menu under the Integration tab.
  2. Ensure the Publish tax data toggle is set to ON.
  3. Then go to Default tax for Costs and select the tax rate.
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Selecting a tax rate on the Item Details page

You can also set a tax rate for an individual item on the Item details page.

  1. Go to the Item Details page.
  2. Then Tax and select the amount.
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