XBert Type: Standard
Accounting Software: Xero, MYOB
Country Restriction: ZA only
Risk Type: Tax Risk
Business Function: Contacts
Overview
The “Matched VAT for @[CompanyName]” XBert checks for contacts (suppliers) that are missing VAT numbers in your accounting software but have been successfully matched to official VAT registrations. This helps ensure accurate VAT reporting and better supplier data quality.
What it does
This XBert identifies contact records that:
Do not have a VAT number entered in your accounting software
But have been matched by XBert to a registered VAT number (based on invoice or bill data)
XBert notifies you when a match has been found so you can confirm and update the VAT details accordingly.
How it works
XBert analyses contacts with expense or income activity, checking for attachments or references that may include VAT information.
If XBert can confidently match the contact to a valid business entity and VAT registration (e.g., using the business name, number, or attachment metadata), and the VAT number is not currently recorded in your accounting software, an alert is generated.
Example/Use Case
Marie manages supplier records in Xero but hasn’t entered VAT numbers for most of her contacts. One supplier, ZS Engineering, regularly submits invoices with their VAT number printed on the document. XBert scans these attachments and matches ZS Engineering to a valid VAT registration.
Even though the supplier has been entered in Xero with accurate names and billing history, the VAT number is missing. XBert triggers an alert, helping Marie maintain compliance and cleaner records by prompting her to enter the correct VAT number for ZS Engineering.
Accounting software
Xero, MYOB
Which countries it supports
South Africa only
Processes
This XBert falls under the “Cleanup” process group and helps improve accuracy and compliance in supplier records.
To resolve this alert:
Select Resolve Now in XBert to confirm the VAT number and update the supplier contact record in your accounting software.
If the match looks incorrect, review the supplier’s attachments and contact information before making changes.
Adding VAT numbers where available improves bookkeeping accuracy, ensures correct VAT Return preparation, and reduces audit risk.