Add an Entity
1
Click on the **New Entity** on any screen within generate.TAX.
2
Navigate to [https://app.generate.tax/main](https://app.generate.tax/main)
3
Choose the **Xero** button.
Xero authorisation
4
Login to your Xero account
5
Select the Xero organisations you wish to connect - you may add organisatioons in bulk by selecting multiple organisations.
6
Click the **Allow access** to authorise generate.TAX to access the selected entities.
7
To view the connected entities, navigate to the **Entities** page
You cannot add the same Xero organisation to different generate.TAX accounts – you will need to add the organisation to your generate.TAX account and then share this with your users within generate.TAX. This is a security limitation of the Xero’s API.
Reconnect a Xero organisation
8
To reconnect an organisation (the organisation in the drop-down will be greyed out and cannot be selected), click on the **Continue with organisations** button
Disconnect a Xero organisation
9
Navigate to the **Entities** page
10
Click on the entity you wish to remove from generate.TAX.
11
Click on the **Disconnect** button.
Using the Xero 'Connected apps'
12
You can disconnect an entity from generate.TAX however in some cases, before reconnecting you may need to remove it from the Xero **Connected apps** in your Xero settings.
13
Click **Disconnect** next to all instances of generate.TAX
14
Finalise the step to disconnect the app
