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Introduction to Xero Tax

Live webinar

Free

25 MINUTES

Learning objectives

Thousands of registered agents are already using Xero Tax everyday. It’s a great benefit of the partner program and allows you to prepare and lodge tax returns and activity statements for your Xero and non-Xero clients, and lodge them directly with the ATO.

Whether you’re working from the office, a cafe or out on the road, Xero Tax makes it easy to:

  • Prepare and lodge income tax returns and activity statements for all of your clients - business, non-business; Xero and non-Xero
  • Use PLS software to work with individuals, partnerships, companies, trusts and SMSFs
  • Seamlessly integrate client data from ATO and Xero onto tax returns and activity statements in seconds
  • Save time and go paperless with electronic signatures powered by Adobe

Register now for our Introduction to Xero Tax webinars starting from April 21 for the lowdown on how to get started and turn on Xero Tax.

Course outline

    • High level Individual return workflow with ATO prefill in Xero Tax
    • High level BAS in Xero Tax with Xero import
    • High level Company return with Xero import
    • How to sign up for a Xero Tax trial and a new 45 day promo code

Topics covered

  • GST
  • My Xero
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