Choose the best BAS lodgement method for you
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.
From Xero Tax
- If you have a number of clients, including some who aren't on Xero.
- Use for all of your clients regardless if they’re on Xero.
Create activity statements automatically and pre-fill them with ATO data.
Seek approvals and get activity statements digitally signed by clients using document packs in Xero HQ.
From a Xero organisation
- If you only have a few clients and they all use Xero.
- Do everything from within the client's Xero organisation.
- An email notification lets you know if a BAS lodgement is unsuccessful.
Lodge each client’s taxable payments annual report (TPAR) directly from their Xero organisation.
Top Xero Tax features for you
Learn more about the top features that make managing and lodging BAS easier with Xero Tax.
Prefill & import
Save time and reduce manual errors by importing activity statement data into Xero Tax from a client’s Xero file. Xero Tax can also automatically prefill activity statements with data from the ATO such as document ID numbers and instalments that may be due.
Document packs in HQ
Say goodbye to collating, sending and chasing up individual documents for signatures. Do it all at once and do it quickly with document packs in Xero HQ.
Learn more about document packs
Automatic activity statements
Never miss a lodgement. Enable automatic creation of activity statements so a statement is created for any clients with outstanding ATO obligations at the start of each month. Run the process outside the scheduled time if you want to check for missing obligations.
Pre-lodge is an optional check you can run on your activity statements to check whether the return will pass lodgement with the ATO prior to the client signing it.
Guide to start lodging with Xero Tax
Here you'll find everything you need to know about how to get set up with Xero Tax. Try Xero Tax and follow these steps to start lodging in no time at all.Download set-up guide
Training to help you get started
Register for one of our upcoming webinars or complete a course to learn more about efficient BAS agent workflows using Xero tools.
Xero Tax self-implementation for BAS agents
Learn how to set Xero Tax step by step so you can get lodging in no time. This includes how to set up your BAS agent profile, adding staff, importing clients as well as optional features such as automatic activity statements and Document Packs.
Xero tools for BAS agents: best workflow and getting started
Learn our best practice for completing a bookkeeping job in Xero including Document Packs, Xero Tax and Projects. Hear from an experienced BAS agent who has plenty of advice and tips of what you should (and shouldn’t do) to make the move a success.
Xero Tax for BAS agents: best lodgement workflow
Join an Education Specialist for a practical demo of our recommended best practice BAS workflow in Xero Tax. Learn how to import directly from a Xero organisation and how to automate the lodgement process including troubleshooting.
Join the partner program and get Xero Tax
Xero Tax is free for accounting and bookkeeping practices who are members of the Xero partner program and have reached bronze status and above.
New partners can try Xero Tax free for 14 days.