One tax solution for all your clients
Manage tax preparation, lodgement and compliance tasks for all your accounting or bookkeeping clients, including those not on Xero.
Watch the Xero tax video
Do tax for all of 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
Use data from Xero accounts without re-entering it.
Do tax for all of 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 schedules including business activity statements (BAS)
Lodge returns online
Create and lodge returns for all types of return 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
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
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 into Xero Tax
- Import trial balance amounts from a Xero organisation into a tax return
More about Xero Tax
To lodge standard business reporting (SBR) forms such as tax returns and activity statements on behalf of your clients, you need to create a tax agent profile in Xero Tax. Then connect the agent profile to the ATO by setting the agent up with cloud software authentication and authorisation (CAA). Your settings are safely and securely stored in the cloud within Xero Tax and can be used on any device.
See how to set up a tax agent and connect to the ATOWe recommend speaking to your Xero account manager to understand the best method for migrating your existing client data to Xero Tax. Depending on the situation, they will suggest either doing it yourself using the ATO portal or CSV imports, a Xero-supported migration for a complete data set, or engaging one of our third-party certified implementation partners.
See how to import client data into Xero Tax yourselfUsing e-sign, clients electronically sign documents you send them. They simply sign their declarations online without the hassle of printing, signing by hand, and posting or emailing back to you.
See how to request an e-signature for a tax returnStore all your tax-related documents in Xero as finalised reports or in the file library. Or use Dropbox for secure, centralised online storage. Both options make it easy to share and collaborate with clients.
See how to save documents to a client's file libraryAs a Xero partner, there’s no charge for Xero Tax once you reach bronze partner status. New Xero partners can try Xero Tax free for 14 days, then subscribe for $71.50 a month for a single user. For between three and nine users, the cost is $108.90; for ten or more, it’s $163.90. These prices include GST, and Xero Workpapers is included at no extra cost. Additional charges apply for e-sign.
Start using Xero Tax for free
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 free for 14 days.
