To connect Github to Neotax, there are two main steps.
You’ll start by creating a personal access token from Github with the necessary permissions. Then you’ll connect that token to NeoTax. The instructions below will guide you through this step by step.
Step 1: In the upper-right corner of any page, click your profile photo, then click Settings.
Step 2: In the left sidebar, click Developer settings.
Step 3: In the left sidebar, under Personal access tokens, click Fine-grained tokens. Then click Generate new token at the top right of screen.
Step 4: Configure Token
A. Under Token name, enter a name for the token. You should put a name that helps you remember how this token is being used (ex., neo-tax-integration).
B. Under Resource owner, change the dropdown to your organization name.
It defaults to your user, so you have to actively change it to the organization.
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This is the most common cause of a failed connection. The Resource owner must be your organization, not your personal account. If you leave it set to your user, the connection may look like it succeeded but will silently fail to link your organization — and no data will sync.
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Note, below we show neo-tax as an example of an organization. Your organization should have your organization’s name.