📋 Requirements
Before you begin, make sure:
You have access to Buildern.
Your Xero account is connected to Buildern.
You have permission to manage Taxes and Accounting Integration.
Understanding Tax Syncing
Buildern Tax rates can only be synchronized with Xero when the “Use taxes in the system” toggle has been enabled in Buildern Company Settings > Finance > Taxes section.
Buildern Taxes rates are synced with Xero manual tax rates.
Option 1: Sync Taxes During Xero Integration Setup
Taxes can be synced while connecting Buildern and Xero or later through the Accounting Integration settings.
To sync Taxes during setup:
Navigate to Buildern Company Settings → Accounting Integration.
Connect your Xero account.
Complete the integration setup steps.
As you progress through the setup, you will be presented with the Sync Taxes window.
The synchronization window contains two tabs:
Xero to Buildern
Buildern to Xero
Each row allows you to determine how Taxes should be matched. Available options include:
Not Matched - The Tax rate will not be linked or synchronized.
Create New - A new Tax rate will be created in the destination system and linked automatically.
Select Existing tax rate - Links the record to an existing Vendor.
After reviewing your selections click Save.
💡 Tip - Review all mappings carefully before saving to avoid creating duplicate Vendors across platforms.
If you have not completed the synchronization during the initial setup, you can run it later.
To do so:
Navigate to Buildern Company Settings → Accounting Integration.
In the Xero integration click Sync Taxes.
Complete the synchronization process using the same steps described above.
Option 2: Sync Taxes from the Buildern Company Settings
You can also sync Tax rates directly from Buildern Company Settings.
To access the sync settings:
Click the Settings Icon.
Navigate to Finance> Taxes.
Locate the Sync button at the top-right corner of the page.
You will be presented with the “Sync Taxes” modal here supporting the same functionality described above. Make the necessary mappings and Save.
The Sync column in the tax rates list displays synchronization status. Tax rates that are connected to Xero display the Xero icon. You can click the icon to open the corresponding contact directly in Xero.
Thanks for following along! We hope this article made the process simple and straightforward.
Happy building!