With Xentral, you can automatically submit your sales to Taxdoo. Taxdoo actively monitors on a daily basis to ensure you're not exceeding foreign delivery thresholds. Thanks to this feature, exchange rates and different tax rates in the respective country are automatically taken into account, so you can manage your sales centrally and pass them on to your tax office.
Once you've linked Xentral with Taxdoo, here are some features you can look forward to:
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Xentral automatically transfers completed sales and credits based on orders and invoices.
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Transfers via the Taxdoo API can be made until the beginning of the following month. At this point, Taxdoo finalizes the current month and all your documents should have been transferred.
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There is a record of transferred sales and credits/returns.
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You can include or exclude projects (sales channels).
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You can set the start date for transfers to Taxdoo.
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Go to App Center > Taxdoo > Settings. Here, you will find the settings to connect your Xentral with Taxdoo.
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Fill out the access data
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Taxdoo Token. You can get this from your customer area in your Taxdoo backend via Settings > API
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Enter your “Seller Data”. These are mandatory fields in Xentral that Taxdoo needs to accept a transfer.
Adjust the following:
- Seller name* → Your company name e.g. “Musterfirma GmbH”
- Seller street → Company street name and house number
- Seller ZIP code* → Company address postal code
- Seller City → City of the company address
- Seller state* → State of the company address (e.g. “Bayern”)
- Seller Country (ISO-2)* → ISO country code (e.g. “DE” for Germany)
Warning
Please ensure that all data is complete; otherwise, the first transfer may fail.
Note
The "Seller Data" is essentially your business and refers to you as the "shop owner". It's the business in whose name data is transferred to Taxdoo.
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Select the start date from when you want to export sales to Taxdoo.
Note
Best practice: Start with the current month to import or overlap the month with the last day of the previous month, e.g., March 30 or April 1 to cover April.
Without this date, there's no limit to the export. If the documents date back further than last month, please set a start date. Once the transfer is running, it will always be exported regularly according to status until Taxdoo closes the batch on the 7th of the following month. This only becomes a problem if documents are retroactively or retrospectively incorporated into an ERP.
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The following settings are special settings for special cases that you probably won't need in the first step. These pieces of information will help you check if the settings are necessary for your application case:
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Exclude the following projects: Projects can be excluded from export to Taxdoo. The function must be activated and the project to be excluded must be additionally entered in the list below via "new entry". The slider is disabled and set to 'Exclude the following projects'.
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Only transfer the following projects: Only receipts from the selected projects will be transferred. The slider is activated and set to 'Only transfer the following projects'.
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(Log: For Xentral internally for error detection in data transfer.)
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Sandbox: You need this exclusively for a test with the Taxdoo sandbox (required for testing, test instance, preview, etc., it's possible to get a test version of Taxdoo)
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Exclude Amainvoice receipts: In this case, the Amazon documents are not sent to Taxdoo to avoid double transmissions from two systems. The documents that are created via Amainvoice are excluded.
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You can transfer the following sales and documents to Taxdoo using Xentral:
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Sales (orders with invoice)
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Credits / Cancellations
Xentral transfers completed sales with an invoice document. This means orders with the status "completed," which have been continued to an invoice. The invoice must have the status "sent."
Note
Sales without items or with an order value of 0.00 Euros are not transferred.
Xentral transfers credits / cancellation invoices that have been continued from an invoice. Make sure that your credit / cancellation invoice has the status "approved" or "sent". The corresponding invoice must have at least an invoice number and should not be in draft mode. To transfer your credit, you must ensure the following:
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In the credit, you have entered a date in the field "done at".
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OR: you use the payment receipt and have linked a money transfer to the credit, and overall, you have a balanced balance. Example: A customer pays you 100 EUR, cancels 25 EUR and you pay your customer the 25 EUR back. In this case, you have continued the invoice as credit and linked the 25 EUR refund to your credit. The overall balance is thus balanced (and ACTUAL >= TARGET).
Note
Sales orders with an invoice status of "cancelled" are also transferred. That means if you continue an invoice to a credit or cancellation invoice, the revenue (sales order) will of course be reported to Taxdoo. The credit / cancellation invoice will also be transferred.
To transfer your sales to Taxdoo automatically, activate the process starter in Xentral by clicking on the status message link "Activate”. The transfer now starts automatically within the time frame that is set in your process starter (once a day is sufficient).
Note
Due to a limitation on the part of Taxdoo, a maximum of 100 orders per minute can be transferred. It should be noted that data delivered to Taxdoo via API will be visible in the Taxdoo Dashboard at the earliest after 24 hours (i.e. the timing of the process starter on Xentral side has no influence on this. Once or twice a day is sufficient).
Warning
If the process starter does not transfer any sales to Taxdoo, or if you want to check the parameters, you can do this directly in the "Process Starter" module.
The time periode should not be set to less than 15 minutes.
In the Transfer tab, the orders already transferred to Taxdoo are displayed.
In the info message in this tab, you can see how many orders are currently ready to be transferred.
Note
Invoices created without a sales order in Xentral are not considered. The central document is the completed sales order, which usually results in the invoice. If the transfer does not work automatically, you can mark the invoice as "sent." The orders will then be queued for transfer.
In the Failed tab, the failed orders are displayed that have not been transferred to Taxdoo. Here you can also see the reasons why a transfer has failed.
If one of your sales has not been transferred to Taxdoo because Taxdoo has rejected an order, it is possible to retrigger it in Xentral. However, if this sale has been transferred and is faulty, a new transfer from Xentral is not possible, the transaction will be rejected by Taxdoo. The reason for this is a duplicate detection on the part of Taxdoo.
Please keep in mind that there may be a time zone difference when you send your orders from Xentral, and the German time zone may appear differently. Taxdoo always interprets data in Coordinated Universal Time (UTC+0). For instance, Berlin's time zone would be UTC+2.
This means that when transmitting to Taxdoo, Xentral considers the potential sales, not the date. However, this could lead to a day shift in the date display on Taxdoo.
Remember that orders only include the date of the order, not the time. Taxdoo processes orders using the UTC+0 time zone, so any potential time zone difference should be accounted for in the process plan. For instance, if the time zone is UTC+2, the procedure should ideally be planned for no earlier than 3:00 AM (adding one hour to account for daylight saving time).