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Setting up Xero Tax

Self-paced learning
Launch course

3 Advisor credits

Free

32 MINUTES

Learning objectives

Take tax time in your stride by getting started with Xero Tax. In this course you’ll learn how to get started with Xero Tax through an easy to follow step-by-step guide. You’ll learn about the set-up process, and how to use the import features for staff lists and contacts. Plus how to get started using electronic signatures for tax returns through the use of Adobe e-sign.

Course outline

    • Introduction
    • Getting started with Xero Tax
    • Set-up process
    • Adding clients
    • Set-up e-sign
    • Adding staff

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