One central place to manage tax and compliance.
Xero Partner Hub plus Tax & Workpapers brings tax preparation, lodgement and compliance workflows into the same platform as your client management. Centralised records give you one view across every client - managing tax returns, activity statements and workpapers without switching between tools.
- Widgets highlight what needs your attention - so you know where to focus
- All your tools connected in one navigation - from client information to tax and compliance
- Manage tax for all your clients, whether they use Xero or not
Manage tax for all clients
Use Xero Tax for every client in your practice - whether they use Xero accounts or not. No duplicating work.
Streamline compliance workflows
Manage workpapers, checklists and compliance tasks with automated workflows and bulk actions.
Ensure accuracy and control
Build confidence with customisable checklists, templates and collaborative review workflows.
Track your tax pipeline
Spot returns and deadline issues faster—improved search, filtering and simpler views make tracking easier.
Manage tax for all of your clients
Accountants and bookkeepers in Australia trust Xero to file more than 9 million tax forms annually. Prepare and lodge returns for any client, on Xero or not - all in one system.
- Clients don't need to have their accounts on Xero
- Submit tax returns for individuals, companies, partnerships, trusts and self-managed superannuation funds
- Lodge statements and schedules including business activity statements (BAS)
- Over 11,000 Australian accountants and bookkeepers use Xero Tax the same system for all client types - individuals, companies, partnerships and more
Manage your tax pipeline
The new Tax Manager (beta) in Xero Partner Hub simplifies how you manage client tax work. Track client returns, key dates and work status all in one place - giving you a clearer view of your tax pipeline and reducing manual tracking.
- Centralised view of all client returns and deadlines at a glance
- Prioritise and track tax work status for every client
- Reduce manual pipeline tracking with one connected system
- Access the beta now as an early adopter and help shape the feature
Streamline compliance workflows
Xero Workpapers, powered by BGL, brings more seamless compliance management to Xero Partner Hub. Manage tax preparation, workpapers and client compliance all in one connected experience.
- Seamless data flow from client accounts through to workpapers and tax returns
- Automate compliance tasks and use bulk actions to complete work faster
- Get a head start with rollover of key information from previous years
- Boost staff efficiency with account grouping and working trial balance views
Ensure accuracy and control
Build confidence in the accuracy and completeness of your compliance work. Draft adjustments and calculations without impacting the ledger, and customise checklists and templates to match your practice's processes.
- Draft adjustments and tax calculations without impacting the ledger
- Customise checklists and templates to help ensure nothing is missed
- Attach documents, links and notes to support your work
- Get started fast with readily available essential worksheets
Collaborate with ease
Bring true collaboration into your workflows with features designed for team input, review and sign-off. Reduce handovers and shorten review times with clear visibility across your compliance tasks.
- Assign multiple staff to workpaper packs and track progress at a glance
- Keep track of important details with notes, queries and review points
- Mark packs as complete and lock them to prevent further changes
- Export workpapers and supporting documents easily for client audits
More about Xero Partner Hub + Tax & Workpapers
Client accounting data flows automatically between Xero, Workpapers and Xero Tax - no manual re-entry needed. Keep all compliance information in one place with a complete audit trail.
Client accounting data flows automatically between Xero, Workpapers and Xero Tax - no manual re-entry needed. Keep all compliance information in one place with a complete audit trail.
Xero Tax and Workpapers are highly configurable. We recommend using our partner consulting team to set up the optimal configuration for your practice. You can create custom job templates, define workflows, build checklists and set up automatic rules that match how your practice works.
Xero Tax and Workpapers are highly configurable. We recommend using our partner consulting team to set up the optimal configuration for your practice. You can create custom job templates, define workflows, build checklists and set up automatic rules that match how your practice works.
Extend Xero Partner Hub with apps from the Xero App Store - document management, proposal tools, client onboarding and more. Integrate your preferred practice apps directly into your workflow.
Extend Xero Partner Hub with apps from the Xero App Store - document management, proposal tools, client onboarding and more. Integrate your preferred practice apps directly into your workflow.
FAQs about Xero Partner Hub plus Tax & Workpapers
Xero Partner Hub plus Tax & Workpapers is available through the Xero partner program. Xero Tax and Xero Workpapers are included free for practices at Bronze, Silver, Gold or Platinum level. If you're new to Xero or at a partner level below Bronze, you can try Xero Tax free for 14 days, then subscribe for $71.50 per month for a single user. For up to three users, the cost is $108.90; for four or more, it's $163.90 (including GST). Xero Workpapers is included at no extra cost.
Xero Partner Hub plus Tax & Workpapers is available through the Xero partner program. Xero Tax and Xero Workpapers are included free for practices at Bronze, Silver, Gold or Platinum level. If you're new to Xero or at a partner level below Bronze, you can try Xero Tax free for 14 days, then subscribe for $71.50 per month for a single user. For up to three users, the cost is $108.90; for four or more, it's $163.90 (including GST). Xero Workpapers is included at no extra cost.
Tax & Workpapers includes tax preparation and lodgement for all client types, activity statement preparation, automatic ATO data exchange, workpaper management with customisable checklists and workflows, collaboration tools, data synchronisation with Xero accounts, and access to the new Tax Manager. It connects with Xero Partner Hub's client management tools and integrates with your practice's Xero accounts.
Tax & Workpapers includes tax preparation and lodgement for all client types, activity statement preparation, automatic ATO data exchange, workpaper management with customisable checklists and workflows, collaboration tools, data synchronisation with Xero accounts, and access to the new Tax Manager. It connects with Xero Partner Hub's client management tools and integrates with your practice's Xero accounts.
Yes. Xero Tax is designed to work for all your clients - those using Xero accounts and those who aren't. You can prepare and lodge tax returns for any client type, and data can be imported from external sources or entered manually if needed. This means you can use one system for your entire client base.
Yes. Xero Tax is designed to work for all your clients - those using Xero accounts and those who aren't. You can prepare and lodge tax returns for any client type, and data can be imported from external sources or entered manually if needed. This means you can use one system for your entire client base.
Our partner consulting team will work with you to configure Tax & Workpapers to match your practice workflows. An in-product tour guides you through the platform, with Xero Central and our team on hand for support whenever you need it. Setup time varies depending on the complexity of your practice, but most practices are operational within days.
Our partner consulting team will work with you to configure Tax & Workpapers to match your practice workflows. An in-product tour guides you through the platform, with Xero Central and our team on hand for support whenever you need it. Setup time varies depending on the complexity of your practice, but most practices are operational within days.
Yes. Tax & Workpapers can be added at any stage. If you're already using Xero Partner Hub, you can upgrade to Xero Partner Hub plus Tax & Workpapers through your subscription settings. Your client data will flow seamlessly into the new tools.
Yes. Tax & Workpapers can be added at any stage. If you're already using Xero Partner Hub, you can upgrade to Xero Partner Hub plus Tax & Workpapers through your subscription settings. Your client data will flow seamlessly into the new tools.
Xero Workpapers is built into Xero Partner Hub alongside Xero Tax. For Company clients, data flows seamlessly between your client's Xero organisation, into Workpapers, and then into the Company Tax Return in Xero Tax, reducing manual data entry.
Xero Workpapers is built into Xero Partner Hub alongside Xero Tax. For Company clients, data flows seamlessly between your client's Xero organisation, into Workpapers, and then into the Company Tax Return in Xero Tax, reducing manual data entry.
If your practice needs to manage jobs, time, billing and client management alongside tax, you can upgrade to Xero Partner Hub plus Practice Management. This tier includes all the compliance tools in Tax & Workpapers plus practice management features for managing jobs and tracking time. Silver partners and above have access to this tier.
If your practice needs to manage jobs, time, billing and client management alongside tax, you can upgrade to Xero Partner Hub plus Practice Management. This tier includes all the compliance tools in Tax & Workpapers plus practice management features for managing jobs and tracking time. Silver partners and above have access to this tier.
The Tax Manager is a new beta feature in Xero Partner Hub that helps you manage your tax pipeline. It gives you a centralised view of client returns, key dates and work status - so you can track and prioritise tax work at a glance. As a partner, you can opt in to the beta now and provide feedback to help us refine the feature.
The Tax Manager is a new beta feature in Xero Partner Hub that helps you manage your tax pipeline. It gives you a centralised view of client returns, key dates and work status - so you can track and prioritise tax work at a glance. As a partner, you can opt in to the beta now and provide feedback to help us refine the feature.
Xero Workpapers, powered by BGL, includes built-in tools to help you maintain accuracy and control. You can draft adjustments and tax calculations without impacting the ledger, create and customise checklists to ensure nothing is missed, and attach supporting documents, links and notes to every workpaper. Templates help you standardise your processes and readily available worksheets help you get started quickly.
Xero Workpapers, powered by BGL, includes built-in tools to help you maintain accuracy and control. You can draft adjustments and tax calculations without impacting the ledger, create and customise checklists to ensure nothing is missed, and attach supporting documents, links and notes to every workpaper. Templates help you standardise your processes and readily available worksheets help you get started quickly.
Xero Workpapers is designed for team collaboration. You can assign multiple staff to workpaper packs, add notes and queries throughout the workflow, and track progress with clear statuses. Once work is complete, you can mark packs as complete and lock them to prevent changes. Everything is visible in one place, so handovers are more seamless and review times are shorter.
Xero Workpapers is designed for team collaboration. You can assign multiple staff to workpaper packs, add notes and queries throughout the workflow, and track progress with clear statuses. Once work is complete, you can mark packs as complete and lock them to prevent changes. Everything is visible in one place, so handovers are more seamless and review times are shorter.
Become a Xero partner today
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