Xero for BAS agents

Xero makes submitting business activity statements to the ATO simple. Find the resources you need to get up and running.

A BAS agent stretches their arms while working at their laptop.

Choose the best BAS lodgement method for you

BAS lodgement methods

Xero has two methods for lodging BAS. Which you use depends on the number of clients you have and whether they’re all on Xero.

  • Included
    Lodge from Xero Tax
  • Included
    Lodge from a Xero organisation

Lodge from Xero Tax

Lodge from Xero Tax for all your clients whether or not they’re on Xero. Create BAS automatically, prefilled with ATO data and digitally signed.

Xero HQ
A list of all the clients of an accounting practice displays on a laptop.

Lodge from a Xero organisation

Use this method if you have a few clients who all use Xero. Lodge taxable payments annual reports (TPAR) directly from clients’ Xero organisations.

Xero Tax
A list of all the clients of an accounting practice displays on a laptop.

Need more information?

Here’s a handy infographic to help. You’ll also find a checklist for moving to Xero Tax to help you review your current processes.

Download infographic
Two BAS agents review the checklist for switching to Xero on a laptop.

Top Xero Tax features for you

Xero Tax features

Learn more about the top features that make managing and lodging BAS easier with Xero Tax.

  • Included
    Prefill and import
  • Included
    Document packs in HQ
  • Included
    Automatic activity statements
  • Included
    Pre-lodge
  • Included
    Guide to setting up Xero Tax

Prefill and import

Import data into Xero Tax from a client’s Xero file to save time and reduce manual errors. Xero Tax can also prefill BAS with data from the ATO.

An illustration showing Xero connected to an office by  rainbow.

Document packs in HQ

Say goodbye to collating, sending and chasing up individual documents for signatures. Do it all at once quickly with document packs in Xero HQ.

Document packs
An illustration showing Xero connected to an office by  rainbow.

Automatic activity statements

Never miss a lodgement. Enable automatic BAS creation to create a statement for clients with outstanding ATO obligations at the start of each month.

A big tick displays to confirm Xero has automatically created a BAS.

Pre-lodge

Pre-lodge is an optional check you can run on statements to check whether the return will pass lodgement with the ATO prior to the client signing it.

A series of ticks show that a BAS would pass lodgement with the ATO.

Guide to setting up Xero Tax

You'll find everything you need in this guide to set up Xero Tax. Try Xero Tax for free and follow the steps to start lodging in no time.

Download the setup guide
The first page of the Xero set-up guide showing the steps to take to get started.

Training to help you get started

Xero tools for you

Register for one of our upcoming webinars or complete a course to learn more about efficient BAS agent workflows using Xero tools.

  • Included
    Xero Tax self-implementation
  • Included
    Xero tools and best practice
  • Included
    Best practice workflows for BAS agents

Xero Tax self-implementation

Learn how to set up your BAS agent profile, add staff, import clients and optional features such as automatic activity statements and document packs.

Start online course (30 mins)
A screen with Xero open and a keyboard sit on an office desk along with a cup of coffee and a lamp.

Xero tools and best practice

Learn our best practice for completing a bookkeeping job in Xero. Hear from an experienced BAS agent for advice and tips to make the move a success.

Watch webinar recording (60 mins)
A BAS agent and colleagues sit around a table watching a webinar.

Best practice workflows for BAS agents

Follow best practice workflows for managing BAS lodgements, regular ongoing work, and one-off services as well as business performance reporting.

Watch webinar recording (54 mins)
A BAS agent gets answers from a webinar about best practice workflows.

No more dealing with paperwork, chasing signatures and keeping a manual log of what’s been lodged. Xero Tax does everything for us.

Kirsten Norman, Founder, BizWhiz Business Solutions

Head and shoulders photo of Kirsten Norman, founder of BizWhiz Business Solutions.

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.