Overview
✨ Pre-Accounting & Global VAT Compliance for Xero
Stop drowning in manual data entry. generate.TAX is an all-in-one platform built to streamline data entry and automate VAT/GST compliance. Our "pre-VAT" review layer ensures your Xero ledger remains flawless while eliminating international tax headaches.
Perfect for growing businesses and accounting practices, it centralizes operations, minimizes risk and saves hours of admin overhead.
- AI-Powered Smart Document Capture (Your Pre-VAT Layer) Automate the capture, extraction and posting of receipts, invoices and bills, letting you review transactions before they land on Xero.
📥 Flexible Ingestion: Drag-and-drop files, forward to a dedicated email or auto-sync with Google Drive, OneDrive and SharePoint.
🤖 AI Extraction: Advanced AI extracts supplier details, dates, totals, line items and tax breakdowns with pinpoint accuracy.
🔍 Review Before Posting: Validate data, set extraction rules and map tax rates in our review workspace so only pristine data enters Xero.
- Automated Global VAT & GST Returns generate.TAX securely reads your Xero data and automatically populates local statutory tax returns, complete with country-specific boxes.
🌍 Supported Countries: Automate reporting for the UK, Ireland, Netherlands, South Africa, UAE, Malta, Cyprus, Isle of Man and Jersey.
⚙️ Complex Tax Logic: Handles multi-currency, local conversions, accrual/cash accounting and EU reverse charge obligations effortlessly.
- Integrated UK & EU VAT Number Checker Protect your business from penalties. Streamline B2B verification by automatically validating customer and supplier VAT numbers.
🔄 Continuous Validation: Performs automated daily checks on all saved VAT numbers.
⚡ Instant Verification: Re-checks validity the moment an invoice is generated in Xero.
📋 Complete Audit Trail: Maintains a comprehensive history to easily satisfy tax authorities.
- Deep, Seamless Xero Integration 🔄 Dynamic Data Refresh: Edit a transaction in Xero during an open period? Click 'Refresh' to instantly update your VAT return.
⚠️ Exception Management: Late-processed transactions automatically surface in a reconciliation tab to catch discrepancies early.
📎 Source Document Sync: Approved documents carry the original scanned attachment straight into Xero for easy future audits.
- Collaborative Practice Workflow 👥 Team & Client Collaboration: Set up your team and clients with granular permissions. Prepare tax submissions, manage internal reviews, secure client sign-off and track all upcoming deadlines from one centralized, multi-entity dashboard.
Get Started in 20 Minutes Experience the ultimate pre-accounting and VAT suite. Try generate.TAX free for 30 days - connect Xero, map your tax rates and unlock peace of mind. No credit card required.
generate.TAX + Xero
generate.TAX offers a robust integration with Xero to manage your full compliance lifecycle. It acts as a smart pre-accounting layer to capture, extract and post accurate transaction data into Xero, then reads your ledger data to automate tax mapping and generate compliance-ready statutory VAT/GST returns.
Key Integration Features
📥 1. AI-Powered Document Capture & Posting Eliminate manual entry. Upload, email or auto-sync bills and receipts into generate.TAX. Our AI extracts financial data with line-item accuracy. Review, code and approve transactions inside our workspace before pushing them straight into Xero with the original source document attached.
🔄 2. Automated Data Synchronization generate.TAX pulls transaction data directly from Xero without manual imports. Mapped tax rates auto-populate local VAT returns based on your settings. Last-minute edits made in Xero can be instantly updated using our "Refresh" functionality, keeping your tax returns matched to your live ledger.
🔍 3. Pre-Submission Transaction Review Maintain complete control over your data. Users can easily search, filter and review transactions within generate.TAX before final validation. Data can also be downloaded into Excel for detailed external analysis, internal auditing or client sign-off.
⚠️ 4. Smart Exception Management Transactions backdated or processed in Xero after a VAT return has been compiled are automatically surfaced in a dedicated reconciliation tab. This ensures any late discrepancies or trailing entries are flagged and resolved before final tax submissions are locked.
🛡️ 5. Global VAT & B2B Compliance Support Built for international operations, the integration supports multi-currency conversions, accrual/cash accounting and EU reverse charge rules. The system also runs daily automated validation checks on supplier and customer UK/EU VAT numbers pulled directly from your Xero contacts.
📈 6. Workflow & Practice Optimization Scale your business or accounting practice with granular, entity-specific user roles and permissions. Team collaboration is seamless, backed by comprehensive audit trails that log every action from initial document capture to final Xero posting and tax filing.
Connecting the Systems & Data Flow
⚙️ Step 1: Pre-Accounting Capture Bills and receipts are processed by AI, verified by your team and pushed into Xero with original source files attached.
🗺️ Step 2: Transaction Mapping generate.TAX references your Xero Chart of Accounts and tax codes to map live ledger data seamlessly into specific local tax boxes.
🔄 Step 3: Real-Time Edits & Refresh If corrections are required, edit transactions directly in Xero. Hit "Refresh" in generate.TAX to update your open VAT return automatically.
📨 Step 4: Final Validation & Retention Run final compliance checks, export data if needed and finalize your submission. generate.TAX permanently stores your records and audit history alongside team workflows.
Pricing plans
This app includes a free 30 day trial
SMALL
- Including 1 Organisation
- 20 Smart Document Capture & Post Receipts, Bills & CNs
- Tax/VAT Functionality
- EU Recapitulative / VIES Statement
- Accruals or Cash Basis
- Multi Currency & Countries
- Out of Period Transactions (Exceptions)
- Tax Account Reconciliation
- Chrome Extension – Tax Companion
- Unlimited Users
- Internal Workflow
MEDIUM
- Including 10 Organisations
- 250 Smart Document Capture & Post Receipts, Bills & CNs
- Tax/VAT Functionality
- EU Recapitulative / VIES Statement
- Accruals or Cash Basis
- VAT Groups
- EU OSS
- Multi Currency & Countries
- Out of Period Transactions (Exceptions)
- Tax Account Reconciliation
- Chrome Extension – Tax Companion
- Compare Returns
- View Attachments in the return
- Unlimited Users
- Internal Workflow
- Manager View
LARGE
- Including 40 Organisations
- 1000 Smart Document Capture & Post Receipts, Bills & CNs
- Tax/VAT Functionality
- EU Recapitulative / VIES Statement
- Accruals or Cash Basis
- VAT Groups
- EU OSS
- Multi Currency & Countries
- Out of Period Transactions (Exceptions)
- Tax Account Reconciliation
- Chrome Extension – Tax Companion
- Compare Returns
- View & Upload Attachments
- Handle Adjustments
- Unlimited Users
- Internal Workflow
- Client Workflow
- Advanced User Rights
- Manager View
Getting started
Getting started with generate.TAX is straightforward, thanks to its seamless Xero integration and user-friendly interface. Set up your account, connect your Xero orgs and begin managing both your pre-accounting document capture and VAT submissions in just 15 to 20 minutes.
Steps to Setup Your Account
🚀 1. Sign Up and Set Up Your Account (5 minutes) Create your generate.TAX account using your email or link your Xero account directly via Single Sign-On (SSO). For enhanced security, enable the two-factor authentication (2FA).
🔌 2. Connect an Entity to Your Account (1 minute) Link your Xero organization to generate.TAX. This secure connection allows our platform to read live ledger data, fetch your Chart of Accounts, retrieve tax codes and seamlessly push captured bills back into Xero. You can connect multiple entities across your practice or corporate group.
🗺️ 3. Map Your Tax Rates & Accounts (5 minutes) A quick, one-time mapping exercise aligns your Xero tax codes with generate.TAX. This ensures pinpoint accuracy when our AI extracts document data and guarantees that all financial transactions flow flawlessly into the correct local VAT return boxes.
👥 4. Add Team Members and Assign Permissions (2 minutes) Invite your internal team or clients to collaborate directly within the platform. Assign granular, entity-specific roles and permissions to control who can upload paperwork, review data extraction or authorize final tax filings.
📄 5. Capture, Post and File (2 minutes) You are ready to go. Start forwarding bills and receipts to your dedicated ingestion email or sync your cloud folders. Review the AI-extracted data, post it to Xero and let the system auto-populate your statutory returns.
Workflow for Smart Pre-Accounting & VAT Preparation
Our optimized workflow bridges day-to-day bookkeeping with automated international tax compliance:
📥 Ingest & Extract: Drag-and-drop or email bills and receipts. Advanced AI instantly pulls line items, dates, suppliers and tax breakdowns.
🔍 Pre-VAT Review: Verify and adjust transactions in your centralized review workspace. Approve verified transactions to post them directly into Xero alongside their original source files.
📊 Generate Tax Submissions: Access automated local VAT returns for the UK, Ireland, Netherlands, South Africa, UAE, Malta and more from a single dashboard.
🔄 Live Refresh & Reconciliation: If you edit any transaction directly in Xero during an open period, click "Refresh" in generate.TAX to update your open return automatically. Exceptional or late entries are automatically caught in a dedicated reconciliation tab.
✅ Internal Approval & Filing: Manage preparation workflows, track deadlines and secure client or reviewer confirmations directly in the platform before final submission.
Streamline your workflow and clear your desk of manual entry. Try generate.TAX free for 30 days-connect Xero, map your rates and unlock complete peace of mind. No credit card required.
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Response from generate.TAX
YTYour go to VAT return tool!
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