Xero Partial Exemption

Xero and Partial Exemption VAT integrate together for quick and easy VAT Partial Exemption calculations, from bookkeeping to submitted VAT return.

Using Xero and Partial Exemption VAT helps cut down on time spent filing VAT returns, and helps you maximise VAT savings for your clients through better visibility of their VAT position. The Xero to Partial Exemption VAT integration is seamless, allowing you to submit VAT returns with Partial Exemption adjustments in just a few quick and easy steps.

Partial Exemption adjustments are automatically calculated based on items assigned to tax rates, and journal entries are pushed to Xero for quick submission of VAT returns via Xero.

Integrate Xero with Partial Exemption VAT

Managing complicated and error-prone Partial Exemption workflows such as spreadsheets is no longer needed. Request early access today to connect Partial Exemption VAT to your Xero, to help streamline your Partial Exemption calculations and VAT returns.

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Integration Features

Automatic import of items from Xero VAT returns to Partial Exemption VAT

Simply assign items to Partial Exemption tax rates within Xero, import a VAT return and let us handle the rest. Items for Partial Exemption are automatically imported from Xero VAT returns.

Automatic calculation of VAT recovery

Partial Exemption calculations are performed automatically, including support for the Standard, Simplified and Special methods.

Automatic Annual Adjustments

Annual Adjustments are automatically calculated and included in either the first or last VAT return of the VAT Year.

Push journal adjustments from Partial Exemption VAT to Xero

Once your Partial Exemption calculation has been completed, you can push journal adjustments to Xero in one click, making VAT returns submission to HMRC quick and easy.

Instant full reports and calculation workings for your firm, client and HMRC

Full reports of the Partial Exemption calculations are viewable or downloadable as PDFs, allowing your firm, client and HMRC to instantly review and confirm the Partial Exemption calculations.

Automatic PDF report generation for journal entries within Xero

When VAT returns are finalised and journal adjustments are pushed, PDFs of the calculation workings are automatically generated and attached to the Xero journal adjustments for easy auditing.

Clear insights to your client's Partial Exemption position and potential future VAT savings

Maximise VAT savings for your client through clear visiblity of their future VAT position.

How does it work?

When you connect Xero and Partial Exemption VAT, Partial Exemption tax rates are created or mapped, ready for you to use in Xero to assign items applicable to Partial Exemption.

When a VAT return is due, the VAT return can be imported into Partial Exemption VAT quickly, with Partial Exemption calculations carried out automatically.

Once finalised, VAT return journal adjustments are posted to Xero, ready for seamless VAT return submission to HMRC.