If you’re a Shopify store owner using Xero, connecting Taxomate can save you from hours of manual data entry and accounting stress. Here’s how to set up Taxomate for Shopify + Xero in under 10 minutes.
Step 1: Sign Up and Authorise
Visit Taxomate and create an account. Connect your Shopify store and Xero account through the onboarding wizard.
Step 2: Connect Your Shopify Store
Allow Taxomate to pull your Shopify payout data. Choose your payout frequency (daily, weekly, monthly).
Step 3: Map Accounts and VAT Codes
Set custom mappings for:
Sales
Refunds
Shipping
Fees Make sure your VAT codes match HMRC requirements for MTD.
Step 4: Sync Your First Entry
Run your first sync. Check the summary in Xero to verify that your data appears correctly mapped.
Step 5: Reconcile in Xero
Reconcile your deposits to Shopify payouts. With proper mapping, this step takes less than 2 minutes.
Step 6: Automate Future Syncs
Set up automated syncing to ensure your books stay updated without lifting a finger.
Final Tips
Enable multi-currency if selling internationally
Set notification alerts for sync errors
Now that you’re set up, explore what makes Taxomate so powerful in our guide: 5 Taxomate Features That Saved Our Shopify Store Owner Hours Per Month
Want to compare Taxomate to other tools? See: Taxomate vs A2X: Which is Better for Amazon Sellers?
Explore full Taxomate capabilities on our Pillar Page.