Have you heard about our cool new Document packs feature we are releasing soon, powered with Adobe Sign?
Compliant & secure e-signatures for tax return declarations
Xero Tax with e-sign lets clients simply and securely sign their tax return declarations and BAS – without any paperwork changing hands.
No need to print, sign, send, and file declarations. Your client just logs in and adds their e-signature – saving your time and theirs.
With over 40 million users of e-sign services, Adobe Sign is a global leader in e-signature and cloud document storage.
Safer than your filing cabinet
Adobe Sign securely stores the signed tax return and the e-sign audit trail. Access a copy from Xero Tax anytime.
Compliant with legislation
E-sign signatures are compliant with legislation, so you can lodge a tax return online without using a single piece of paper.
Track who's signing
All signing events are tracked and IP addresses recorded in a detailed audit log. Verify who's signing with their email ID.
Nothing new to install
E-sign works seamlessly within Xero Tax, so there's nothing to install and your clients can access it from anywhere.
Get up to 500 e-signatures at a single price
Purchase a small or large e-sign bundle and get the e-signatures you need to make signing off tax declarations a breeze. If you need more signatures, just buy another bundle. Terms and conditions apply.
Easily sign up for e-sign right from within Xero Tax:
Make sure you've been assigned Financial Privileges in Xero Tax or Practice Manager
Go to the e-sign section of Practice Settings
Add your name and your practice's email address
Once a tax return has been Approved, press the ‘Request e-signature' button to sign up for e-sign services
Frequently asked questions
What documents can I use e-sign with?
E-sign can be used for all income tax declarations, activity statements and GST returns prepared within Xero Tax and Xero Practice Manager.
What happens if I already have an Adobe Sign Account?
You will still need to sign up for e-sign services through Xero Tax or Xero Practice Manager to use e-signatures on tax return declarations.
What happens if I need more signatures?
If you use more than 500 e-signatures within 12 months you can either purchase a larger bundle of 3,000 e-signatures or purchase additional bundles of 500.
Is this safe?
Adobe Sign e-sign services comply with industry-accepted standards and certifications. Adobe Sign stores all customer data in geographically dispersed data centers with state-of-the-art environmental and data security measures. Read more about Adobe Sign security.
Xero has spent the last year working with leading technology providers, professional bodies, insurers and government agencies to deliver a world class solution for registered tax agents.