How do I associate the Taxes to the contacts in Zoho Books that come from Zoho CRM?

The tax associated with a record in Zoho CRM will not get synced into Zoho Books via the integration. Instead, you can make use of a custom function.

  • Create a custom field for the Contacts/Accounts module in Zoho CRM and give the tax value.
  • Configure a Custom function in such a way that the value from the custom field in CRM updates the Tax field in Zoho Books.

For further assistance, you can write to us at

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.