Xero for BAS Agents

Whichever method you prefer for lodging activity statements, Xero makes submitting to the ATO simple. Learn about your options and find the resources you need to get up and running in no time.

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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.

Need more information?

Here's a handy infographic to help. You'll also find a moving to Xero Tax checklist to help you review your current processes. 

Download infographic

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

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.

Course
Webinae
Webinar-2

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.

Online course
30 mins

Start course

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.

Webinar recording
60 mins

Watch recording

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.

Webinar recording
30 mins

Watch recording

'No more dealing with paperwork, chasing clients for signatures and keeping a manual log of what has been lodged - Xero Tax does everything for us.'

Kirsten Norman
Founder, BizWhiz Business Solutions

Read our blog

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.

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