One tax solution for all your clients

Manage tax preparation lodgement and compliance for all your accounting or bookkeeping clients, including those not on Xero.

Start using Xero Tax
Do tax for all your clients

Use Xero Tax for every client's tax returns.

Lodge returns online

Submit returns including BAS from Xero Tax.

Exchange data with the ATO

Prefill and lodge returns securely at tax time.

Populate returns

Using data from Xero accounts without re-entering it.

Do tax for all your clients

Xero Tax is the only software package your practice needs - you can use it for all of your clients.

  • Clients don't need to have their accounts on Xero
  • Submit tax returns for individuals, companies, partnerships, trusts and self-managed superannuation funds
  • Lodge statements and schedule including business activity statements (BAS)
Tax for all your clients

Lodge returns electronically

Create and lodge returns for all types of returns from 2014 onwards

  • Tax forms are updated each year and new ones added
  • Electronically lodge forms and schedules from Xero Tax
  • Lodge up to 1000 income Tax returns a calendar month
Regular updates, constant improvement

Exchange data with the ATO

Work efficiently with a secure interchange of information between your practice and the ATO. 

  • Automatically prefill activity statements with data from the ATO, or do it manually
  • Automatically prefill clients' income and deductions in individual tax returns
  • Submit client updates to the ATO
Save time, work efficiently

Populate returns

Client information is stored in one place and shared between a business's Xero accounts and Xero Tax. 

  • Up-to-date client details and accounts data flow from Xero in Xero Tax
  • Import trial balance amounts from a Xero organisation into a tax return
Single ledger integration

Create document packs for easy, secure e-signing

Collate tax returns and financial reports into Document Packs, and share them securely with clients for digital signatures – all from inside Xero HQ.

Learn more
Xero Document Packs

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, silver, gold or platinum status. New partners can try Xero Tax for free for 14 days.

Already a Xero partner

Already a Xero partner?

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Not a Xero partner

Not yet a Xero Partner?

Join the partner program

Conversion plans that make migration easy

Our Xero tax conversion plans will have you up and running on Xero Tax in no time at all.

Learn more

More about Xero Tax

Want help getting started with Xero Tax?

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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