Generate

This guide explains how to enable and use 2-factor authentication for added security. It provides step-by-step instructions on setting up and enabling multi-factor authentication using Google Authenticator. It also includes instructions on how to log in with MFA and how to disable it if needed. 

Following this guide will help protect your account from unauthorized access.

Enable 2-factor authentication for additional security

generate.TAX

Google

generate.TAX product releases

Microsoft Outlook is an email application. In addition to email client services, Outlook includes features for managing calendars, tasks, contacts, and notes, helping users stay organized and productive. Learn how to manage your account, set up your Outlook email signature, specify out of office hours, and much more.

Microsoft Outlook

Office

This guide offers step-by-step instructions for adding users, including clients, and managing their permissions within an account. Topics covered include inviting users, activating accounts, assigning and managing user permissions, handling advanced permissions, deleting users, and viewing login history. By following this guide, users will be able to effectively manage account access and permissions.

Add a user or client and manage permissions

This guide covers how to map tax returns using generate.TAX software. It provides step-by-step instructions on selecting a tax return, setting dates, choosing cash or accrual accounting, mapping tax rates, and saving or editing the mapping. You'll also learn to load from another entity for quicker mapping, ensuring accurate and efficient tax return mapping.

Mapping of tax returns

Xero

This guide provides step-by-step instructions on how to generate and view VAT returns using the generate.TAX portal. It explains how to create new returns, edit returns that haven't been submitted, and view previously submitted returns. The guide also covers how to navigate the different tabs in the VAT return.

Create a new Tax Submission

You must complete a recapitulative statement, also referred to as VIES in some jurisdictions, to report your selling to customers in other EU countries. 
The requirement to file a recapitulative statement is part of the VAT control system within the EU that monitors commercial operations with goods and services.

Thia guide shows the steps required to prepare the recap statement and submit with authorities.

How to generate a VAT Recapitulative Statement / VIES

This guide will show you how to refresh the data once you edit transactions in Xero, whether it is an incorrect tax rate, need to adjust the value of a transaction, or make other changes.

Tax submission - Refresh transactions after editing in Xero

This guide provides a step-by-step process for accessing and managing out-of-period transactions captured as Exceptions. The transactions that have been flagged as exceptions need to be reviewed and processed before the submission can be marked as submitted.

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