Instructions on how to build and attach an XPM correlation report

To ensure the highest match level possible once you connect XPM to the app, you will need to upload a CSV of extra data from your XPM; 

 

 

The Connect to XPM button will be greyed out until the report has been uploaded. 

 

The following describes building a report and exporting data as a CSV file for you to upload into the Tax Admin app.  Note there is no identifying information in this file - just an ID unique to your XPM and an IRD number so it's a safe file to export and upload.

 

1. [Client] Tax Number
2. [Client] UUID

 

 

• Ensure the file name is xpm-correlation.csv
• Upload the spreadsheet to the app

 

NOTE: if you do not use Client Grouping in XPM, you will need to select the Report Type as Client and Contact