Switch from Exact Online to Taxmo

Log in to Exact Online and Taxmo reads your sales and purchase entries line by line, credit notes included. From every year Exact supplies.

• Log in to Exact and grant access: no keys to copy
• Each entry line goes to the right VAT box at its own rate
• Taxmo leaves quarters you already filed alone
• Free help with switching from our support team

What comes across from Exact Online

• Sales entries: Sales entries from Exact, credit notes included. Taxmo reads the lines and not just the total, so an entry with two rates becomes two entries.
• Purchase entries: Purchase entries and purchase credit notes, with the VAT amount on the line.
• Doubt becomes a draft: If Exact's data does not settle the VAT box, the entry becomes a draft. Drafts stay out of your return until you confirm them.
• Nothing comes in twice: Every entry remembers where it came from. On the next sync Taxmo skips what is already there, and an entry you deleted does not come back.
• Free help with switching: Stuck while switching? Email onboarding@taxmo.io or send a message from the app. We help you for free with the connection, your opening balance and checking what was imported. You stay in charge of your bookkeeping and returns.

How to switch

1. Create your account: Start free and add your business details. The connection itself is included from Starter.
2. Connect Exact Online: Go to Integrations, choose Exact Online and log in to Exact to grant access. Taxmo connects the administration that is active in Exact.
3. Sync: Click Sync. Taxmo shows per part what was fetched, imported and skipped.
4. Confirm the drafts: Review the drafts and confirm or correct them. They then count in your return.

What does the connection cost?

The connections are part of every paid plan, from Starter (€12.99 a month excl. VAT). There is no separate fee per connection or per import. See pricing

Which years come across

Exact Online supplies every year in your administration, so the first sync brings your whole history. A VAT return only counts the entries of that quarter.

Taxmo skips entries in a quarter you already filed and tells you how many. What you filed stays equal to what is in your books.

What does not come across automatically

The connection reads sales and purchase entries, with the customer or supplier name on the entry. Contacts, your general ledger, journal entries, bank statements, opening balances and fixed assets do not come across. You connect your bank in Taxmo separately, and opening figures go on the opening balance.

If you later change an entry in Exact, Taxmo does not update the existing entry. Correct it in Taxmo as well.

If you leave the connection on, Taxmo fetches new data every three hours, so you can run both packages side by side for a while. Once you have moved for good, turn auto-sync off or disconnect.

Frequently asked questions

Can I move my Exact Online administration to Taxmo?

Yes, your sales and purchase entries. You log in to Exact, grant access, and Taxmo reads the entry lines over the API. Contacts, general ledger, journal entries, bank statements and opening balances do not come across.

How does Taxmo pick the VAT box of an Exact entry?

Per line, from Exact's VAT rate and VAT code and the country and VAT number of the customer or supplier. If that does not settle it, the line becomes a draft for you to confirm.

Do credit notes come across?

Yes. Sales and purchase credit notes come across as negative amounts, so they lower the revenue or costs and the VAT of that quarter.

How far back does the import go?

As far as Exact supplies: the first sync fetches every year in your administration. Taxmo skips quarters you already filed.

Does Taxmo change anything in my old package?

No. The sync only fetches data and writes nothing back. Your old administration stays as it is, and you can disconnect at any time. What was already imported stays in Taxmo.

Do you help with switching?

Yes, for free. Email onboarding@taxmo.io or send a message from the app, and we help you with the connection, the opening balance and checking the import. We do not do your bookkeeping or returns for you: you stay in charge, we make sure you get off to a good start.

When is the best time to switch?

Many business owners switch on 1 January, so the new financial year sits in one package. Switching during the year works too. The switching guide explains how to do it without booking anything twice.

What does the Exact Online connection cost?

It is included in every paid plan, from Starter (€12.99 a month excl. VAT). There is no separate fee per import.

Start free: Create an account and look around. Connect your package when you are ready.