A Consistent, Reliable Tax Workflow
Releventful includes a built-in tax engine designed specifically for event-based businesses. All pricing, GST/VAT calculations, inclusive or exclusive logic, and invoice totals are calculated within Releventful first.
When invoices sync to Xero or QuickBooks, the accounting platform records the final, approved totals exactly as issued to your client.
This approach ensures:
Your proposals, contracts, BEOs, and invoices always align
Clients are billed precisely what was approved
There are no discrepancies between systems
You maintain one consistent source of truth for tax
Releventful as Your Tax Authority
All tax calculations originate in Releventful, including:
Line item tax logic
Inclusive and exclusive tax handling
Service charges and additional fees
Final invoice totals
By calculating tax once — and only once — Releventful ensures complete consistency across all client-facing documents.
How Invoices Sync to Xero & QuickBooks
Releventful calculates tax before the invoice is sent to your accounting platform.
For tax-exclusive pricing:
Releventful calculates the tax amount.
The calculated tax amount is synced separately with the invoice.
Releventful does not rely on Xero or QuickBooks to calculate the tax amount for the invoice.
The final invoice total reflects the amount already calculated in Releventful.
This helps keep the invoice total consistent between Releventful and your accounting platform.
QuickBooks
When an invoice is sent to QuickBooks, the tax amount calculated by Releventful is sent as its own invoice line.
You can control which QuickBooks Product/Service is used for several types of synced invoice lines under:
Settings → Business Brands→ Select your brand→ Scroll down to the QuickBooks section
Available mappings include:
Invoice Line Items Default
Service Charge Product/Service
Tax Product/Service
Alcohol Tax Product/Service, when applicable
Packages and Add-Ons can also have their own individual QuickBooks Product/Service mappings.
Because Releventful has already calculated the tax amount, your QuickBooks Product/Service configuration should be set up so that QuickBooks does not unintentionally calculate additional tax on the same invoice lines.
The important distinction is:
Releventful determines the tax amount. Your QuickBooks Product/Service configuration determines how QuickBooks categorizes and subsequently treats the synced line.
Xero
Releventful also calculates the tax amount before sending the invoice to Xero.
The invoice values sent to Xero are based on the finalized amounts calculated in Releventful rather than asking Xero to independently recalculate the invoice tax.
Your Xero account and tax configuration should therefore be set up so that Xero records the synced invoice amounts without introducing an additional tax calculation that would change the finalized totals.
For Xero-specific setup and account mapping, see the Xero Integration Setup article.
If Your Pricing Is GST/VAT Exclusive
For exclusive pricing:
Releventful calculates the tax total separately
That calculated tax amount is synced as its own line item
The final invoice total matches perfectly across both systems
If Your Pricing Is GST/VAT Inclusive
For inclusive pricing:
Releventful calculates and embeds the tax within line totals
The accounting system receives the final totals as issued
No additional adjustments are required
Best Practice for a Smooth Workflow
To maintain consistency between Releventful and your accounting platform:
Allow Releventful to manage all tax calculations
Let Xero or QuickBooks record the finalized invoice totals exactly as synced
This ensures that what your client sees, what Releventful records, and what your accounting system reflects all remain perfectly aligned.
⚠ Important
Because Releventful has already calculated the tax before the invoice is synced, your accounting platform should not apply an additional tax calculation that changes the finalized invoice amounts.
If additional tax is calculated in Xero or QuickBooks after syncing, the accounting total may no longer match:
The amount billed to your client
The invoice total in Releventful
Your proposal, contract, or BEO
The finalized amount originally sent to your accounting platform
For QuickBooks users, review the taxability and accounting configuration of the Product/Service items mapped to your Releventful invoice lines.
For Xero users, review the applicable Xero account and tax configuration used for synced invoice data.
This keeps Releventful as the source of truth for the tax calculation while allowing each accounting platform to record the invoice according to your accounting setup.
Why This Design Works So Well for Event Businesses
Event pricing often includes:
Packages
Add-ons
Guest-based pricing
Tiered tax handling
Inclusive and exclusive configurations
By centralizing tax calculation inside Releventful, your operational documents (proposals, contracts, BEOs) always stay aligned with your invoices — without relying on multiple systems to interpret tax rules differently.
In Summary
Releventful calculates all tax.
Your accounting platform records the finalized totals.
Invoice amounts remain consistent across systems.
Client-facing documents and accounting records stay aligned.
If you have questions about how this applies to your specific GST or VAT setup, our team is happy to walk through it with you.
