Xero Tax in Action series

Get ready for Tax Time 2017. If you are new to the industry or just new to Xero Tax then this course will walk you through how to efficiently prepare income tax returns and activity statements using Xero Tax. You’ll learn how to improve efficiencies and onboard new staff.

Payment Summaries

This course will walk you through how to lodge your payment summaries on Xero Tax. Topics include Payment Summary Annual Reports in Xero Tax, importing from third part software, validation and lodgement. 

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Business Activity Statement

This course is a high level overview of the workflow and processes involved with the preparation and lodgement of a Business Activity Statement for a small business client via Xero Tax.

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Rental properties

Familiarise yourself with rental properties and capital gains tax schedules in Xero Tax. Topics include processing rental property worksheets, depreciation worksheets and capital gains tax calculations and validation and lodgment.

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Report builder & custom fields

Learn how to use the Report Builder in Xero Tax to generate practice level reports of a firms ATO Lodgment Program. This course covers practice level reports, lodgement status and outstanding returns.

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Annual BAS

This high level course will take you through the steps of processing an annual GST Return.

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Individual Non-Business

Get ready to lodge individual income tax returns for salary and wage taxpayers. In this high level course we will cover Xero Tax Return workflow so you can obtain your client's Tax Estimate calculation, validate and lodge.

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Partnership and trust returns

This course will assist in preparing and lodging Partnership and Trust Tax Returns. We will cover how to set up client relationships, enter business schedule information and how to split data between partners and beneficiaries. 

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Capital gains

Familiarise yourself with capital gains tax schedules in Xero Tax. Topics covered include processing rental property worksheets, depreciation worksheets and capital gains tax calculations and validation and lodgment.

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FBT Tax Return

This high level course will take you through the process of preparing and lodging your FBT returns.


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Individual sole trader

This course covers how to work with the Business and PSI worksheets, demonstrate how to process depreciation and motor vehicle expenses, enter current year income losses to finally validate and lodge with the ATO.

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Company tax returns

This course will cover the process of data entry of business income and expenses, working with depreciation and motor vehicle schedules, entering paid Company tax instalments to finally validate and lodge with the ATO.

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SMSF Tax Return

This high level workflow course will take you through the process of preparing and lodging your SMFS tax returns. Topics include integration with BGL & Class Super, validation and lodgement. 

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Work expenses schedule

This high level course will take you through the process of the Work Related Expense schedule in Xero Tax.


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