Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?

You can setup FYI with only Xero Tax.

If you do not have Xero Practice Manager, FYI will only sync your Clients, Users and Tax Returns. It will not sync Jobs or Time.

Refer to Enabling Xero Tax Integration (Australia and New Zealand Only).

If, at a later date you choose to use Xero Practice Manager, no change will be needed to your FYI platform.

 

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