Xero Tax: one tax solution for all your clients

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tax lodgement
Safe and reliable tax lodgement

Over 2,000 firms rely on Xero Tax to lodge tax returns. It’s securely connected to the ATO with Xero’s multiple layers of security.

all details in one place
All client details in one place

Xero Tax is integrated with Xero HQ and Xero Practice Manager so they stay in sync. Easily import details from the ATO or your existing software to get going.

All returns
All returns are covered

Use Xero Tax to prepare, review and lodge returns for individual, partnership, company, trust, SMSF, FBT and activity statements for 2014, 2015, 2016 and beyond.

Why over 2 million returns have been lodged using Xero Tax

Single ledger integration

You can easily import a trial balance from Xero and map it to the appropriate labels on the tax return in less than 90 seconds.

Single ledger inegration

The only tax package you need

Xero Tax works for all of your clients: individuals, business and non-business, Xero and non-Xero.

One tool for all

Save time, work efficiently

Smart schedules, worksheets and workflows reduce the need for manual data entry. Activity statements automatically prefill from the ATO, and individual tax returns can also be prefilled from the ATO portal.

Save time

Regular updates, constant improvement

Our committed team releases new features and enhancements based on customer feedback regularly throughout the year, not just when new tax forms are released.

Regular updates

Getting started is simple

There’s no software to install, no expensive licensing (just a small monthly fee if you’re not yet a Xero bronze partner), and no support costs. And Xero’s partner consulting team can help you.

Getting started

What our customers say about Xero Tax

We’ve got you covered

Xero Tax supports electronic lodgement of the following forms and schedules with the ATO:

  • Instalment activity statement (PLS)

  • Business activity statement (PLS)

  • Annual GST return (PLS)

  • Individual tax return (ELS)

  • Partnership tax return (PLS)

  • Company tax return (PLS)

  • Consolidated losses schedule (PLS)

  • International dealings schedule (PLS)

  • Trust tax return (PLS)

  • SMSF tax return (PLS)

  • Fringe benefits tax return (PLS)

  • Client update form (ELS)

  • PAYG payment summary annual report (PLS)

What’s not included

Xero Tax doesn’t prepare tax returns for years before 30 June 2014. Nor do we offer the APRA-Regulated Superannuation Fund income tax return form.

Easy approvals with e-sign. Secure storage with Dropbox

Adobe e-sign
Adobe e-sign

Go paperless with e-sign

e-sign is the simple, legal way for your clients to electronically sign documents you send them from within Xero Tax.  They simply sign their declarations online without the hassle of printing, hand-signing and sending.

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Dropbox
Dropbox

Get secure storage with Dropbox

We’ve teamed up with Dropbox to give you a secure, centralised online place to store all your tax-related documents, making it easy to share and collaborate with clients.

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Get into the nitty-gritty

Lodging and sending returns to the ATO

To lodge individual income tax returns, you’ll need to be registered for ELS with the ATO. For non-individual returns and all activity statements, you’ll need to set up cloud software authentication and authorisation (CAA) to lodge them via PLS. Your settings are safely and securely stored in the cloud within Xero Tax and can be used on any device.

Integrating activity statements with client accounting

Published activity statements can be imported from Xero organisations into Xero Tax. Connect to a Xero organisation and select a published activity statement to prefill the activity statement form fields in Xero Tax. Alternatively, you can enter data directly into the activity statement form for non-Xero clients.

Integrating income tax returns with client accounting

Trial balance information can be imported from Xero organisations into Xero Tax. Simply map the line items to the appropriate labels on the income tax return and click import. The mapping is retained automatically and rolls forward to subsequent years. If you adjust the values in the Xero organisation, they can be adjusted on the tax return automatically by clicking update from Xero.

Migrating your existing client data

Active client list details can be imported via CSV from your existing software or directly from the ATO portal. If you’d like to migrate tax return data from common legacy desktop solutions then we recommend you engage a certified Xero implementation partner to assist or get in touch with a Xero product specialist.

Pricing

Xero Tax is included as a benefit of the Xero partner program for bookkeepers and accountants at bronze level or above. Prices are in AUD and include GST. Xero Tax is covered by our terms of use and the Xero Tax fair use policyTurn on Xero Tax and try it for free for 14 days.

Partner status Partner Bronze Silver Gold Platinum

Xero Tax (single user). Additional charges apply for e-sign.

$71.50 /mo Included Included Included Included

Want to get going?

If you want to make the move to Xero Tax, contact us and a Xero product specialist will help you make it happen.

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Ways to master Xero Tax

Xero provides 24/7 support, video training and online courses for Xero Tax.

Xero Tax in action

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Xero Tax online training

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Set up an agent to use CAA

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