In this guide, we will provide advice on what steps will need to be followed on Expandly following the UK leaving the EU. Please note that this is a typical step-by-step guide for UK VAT registered companies. If your company is VAT registered in any other country, please speak to your accountant for advice.
1. On the Configure Xero page (Settings (left menu) > Xero), scroll down to the Xero Schedule Setting section and switch the scheduler off (if this is running), to stop any new orders being pushed out to Xero
2. Remove any invoices which have already been sent to Xero, from Expandly, since 01/01/2021. These invoices will need to be deleted from Xero directly
3. On the Taxes page (Settings > Taxes) remove European Countries (list below) from the Standard Tax Rate - this can be done via the edit action. Click to save these changes
Countries to be removed: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Monaco, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden.
Please Note: The only countries which should remain assigned to the Standard 20% Rate are United Kingdom and Isle of Man.
4. Add the recently removed European countries to the No VAT (out of scope) tax rate. This can be done via the edit action. Click to save these changes
5. Once the necessary changes have been made on your Taxes page, you will be required to reimport all orders, from all sales channels, since the beginning of January, to ensure the new tax settings are applied to these orders. Click here for more details on how to do this
6. Once orders have been reimport to your Expandly account, orders can then be resent to Xero. Click here for more details on how to do this
Please Note: for invoices already sent to Xero, you will be required to contact Expandly for the invoices to be deleted from the database prior to resending the orders over to Xero. Please send these requests to email@example.com
7. Once all orders have been resent over to Xero, you can then turn the scheduler back on (if you use this to send your orders to Xero), for any new orders to be automatically sent to your Xero account again. Click here for more details on how to do this.
Need more help?
If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.