Tax mappings tell Qoblex which Xero tax rate to use when it posts your sales and purchasing documents to Xero. On the Tax mappings tab of your Xero integration settings, you pair each Xero tax rate with the matching Qoblex tax so that invoices, bills, refunds, and other accounting documents carry the correct tax when they sync.
This article explains how to add, edit, and remove tax mappings, how Qoblex pre-selects a matching tax for you, how to create a Qoblex tax class directly from a Xero tax, and what the validation messages mean. After reading it you will be able to set up a complete, conflict-free set of tax mappings before your first taxable document syncs.
Where to find Tax mappings
Open Integrations, choose your connected Xero integration, then select the Tax mappings tab in the integration settings. During the initial Xero setup wizard the same screen appears as the Tax Mapping step, where the heading reads Tax mappings with the instruction Map every Xero tax rate to a Qoblex tax.
The screen lists your mappings in a table with two columns: Xero tax and Qoblex tax name, plus a remove control on each row.
Add a tax mapping
- On the Tax mappings tab, click Add mapping to add a new row.
- In the Xero tax column, open the dropdown (placeholder Select Xero tax) and choose a Xero tax rate.
- In the Qoblex tax name column, choose the matching Qoblex tax. The dropdown placeholder reads e.g., Standard, Reduced, Zero.
- Click Save changes to save the integration settings.
Each Xero tax option shows the tax name and its calculated rate as a percentage, with a badge marking it as a sales or a purchase tax. When you pick a Xero tax, Qoblex looks for a Qoblex tax that already carries the same Xero accounting reference; if it finds one, it selects that Qoblex tax for the row automatically.
Create a Qoblex tax class from a Xero tax
If no matching Qoblex tax exists yet, you can create one without leaving the screen. After you select a Xero tax, open the Qoblex tax name dropdown for that row: while it is still empty, a Create a new Tax Class button appears at the top of the list.
Click Create a new Tax Class to create a Qoblex tax class from the selected Xero tax. Qoblex copies the Xero tax name, its tax components, and the Xero accounting reference, and sets the new tax class to the same tax type as the selected Xero tax — the sales or purchase type shown by the badge in the dropdown. Once created, Qoblex selects the new tax class for the mapping row.
If the tax class cannot be created, Qoblex shows Failed to save the tax class.
Remove a tax mapping
Use the remove (X) icon on a mapping row to delete that row, then click Save changes to persist the change.
When the list is empty
If you have not added any mappings, the table shows No added taxes ! with the description Map Xero taxes you will be using in Qoblex. Add a row for each Xero tax you will use in Qoblex, starting with the tax rates on the documents you sync most often.
Validation messages
Qoblex blocks saving while any mapping row is incomplete or duplicated, and shows one of these messages:
- Each row needs a Qoblex tax name and a Xero tax rate. — a row is missing either side (also shown when there are no rows at all).
- Each Xero tax can only be used once. — the same Xero tax rate is selected on more than one row.
- Each Qoblex tax can only be used once. — the same Qoblex tax is selected on more than one row.
Correct every flagged row, then click Save changes again.