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Once you have connected an entity to your account, you need to follow these steps.
Check here to see [how to connect a Xero organisation](https://scribehow.com/shared/Add_a_Xero_organisation_to_your_account__DSKYIB6NSNCeVtQ2LXo4jQ?referrer=documents) or [how to connect a Cin7 core client](https://scribehow.com/shared/Add_a_Cin7_Core_client_entity_to_your_account__SIZruXfRRDWH8seTDh4Ibg?referrer=documents).
Activate your VAT Checker entity
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Click on the VAT Checker option
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In this section you'll find all activated entities as well as any qualified entities. If this is your first time using the feature, only the qualified entities from your connected entities will be displayed.
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Click on the Activate button next to the entity you would like to connect. The entity will automatically appear in the activated entities.
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Click on the arrow to see the contacts for this entity.
The Actions available for the contacts
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Click on these 3 dots next to each cusotmer/supplier.
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You can check whether there is the correct VAT number for this contact.
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You can Refresh the Contact data for any changes done within the entity.
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You can click the History Log to check all actions done on this customer.
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You can also Download the history Log in Excel.
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You can click on View Contact to see the details for this particular contact, where you can also check the VAT and refresh the contact data.
How to use the filter system for VAT Checker
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You can click on the big boxes on top to filter.
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You can also use the drop-down options to filter different data.
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Always click on Clear Filters to revert to the original view.
How to edit data directly on Xero
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You can edit a contact details on Xero from generate.TAX directly just by clicking on the Xero icon next to the contact.
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You will then need to Log In to Xero to continue.
