Conversion plans that make moving to Xero Tax easy

Xero’s Tax conversion plans will have you up and running on Xero in no time. Just pick a plan and we'll do the heavy lifting to convert your data.

Five paper planes soar across a blue sky, representing how conversion plans simplify the move to Xero Tax.

Tax Convert

Ideal if you're using another tax software and would like to migrate your client list to Xero Tax. Simply send your MYOB AE/AO, HandiSoft or Reckon APS client list database to our Partner Consulting team and your client list will be waiting for you when you login to Xero Tax. They’ll also provide a training Q&A session, so you’ll be ready to prepare your first tax return in the cloud.

Tax Convert costs $1,100 and includes Xero Tax, onboarding meeting, unlimited online training, unlimited online support, 30-minute ‘Intro to Xero’ training and conversion of client database.

Note: Prices are in AUD and include GST. Per tax database.

Tax Convert Plus

If you're using MYOB AE/AO, HandiSoft or Reckon APS, migrate your client list along with selected prior-year tax return data into Xero Tax.

This includes all services provided as part of the Tax Convert package plus tax rollover data. Meaning when you go to start your returns in Xero, your schedules are already populated for you – as if you had used Xero the year prior. Saving you even more time when making the move to the cloud.

Tax Convert Plus costs $2,200.

Note: Prices are in AUD and include GST. Per tax database.

Practice Migration

A bespoke conversion plan for your practice with all the benefits of Xero Tax plus the staff and job workflow features of Xero Practice Manager (XPM). This includes migrating the relevant data from your legacy practice management software as well as setting you and your team up for success in Xero Practice Manager with training in best-practice processes.

Practice Migration costs from $3,850 per database being converted. It includes everything in Tax Convert and also includes Conversion of rollover data* and XPM implementation support.

*Available for MYOB, HandiSoft and Reckon APS data only

Note: Prices are in AUD and include GST. One plan per tax database.

Getting started with our Partner Consultants

Our Partner Consultant team will help you migrate onto XPM and Xero Tax, with our conversion plans by:

  1. Scoping out your requirements: We’ll run a scoping session that looks closely at your day-to-day workings and workflow. After this, you’ll gain an understanding of what’s the right fit for your practice. Including, if you’ll benefit most from using our PC team or working with one of our third party Practice Studio Partners (migration and conversion costs vary depending on scope and requirements when using a Practice Studio Partner) .
  2. Data conversion: Bringing across data from your old platform to Xero can be tricky. So, from pre- to post-conversion we’ll help you understand what information is useful and how Xero can help you make sense of it all.
  3. Committing to change: We’ll help you explain the switch and benefits of Xero to your staff. Along the way, it’s important to catch up on what’s working, what’s not, how you can improve and to create an open environment where people are free to speak.
  4. Implementation approach: We recommend rolling out changes in a staged approach. That’s because flipping your practice all at once can be overwhelming. Our Partner Consulting team can work with you to plan this out around your requirements and set out a distinct project plan.
  5. Beyond implementation: After roughly six months, you’re likely to have started seeing the efficiencies of implementing Xero tools. If not, now’s the time to review and tweak with the help of our Partner Consulting team.

Become a Xero partner

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