Xero Tax: One solution for all your clients

Xero Tax lets you manage tax preparation, lodgement and compliance tasks for all your accounting or bookkeeping clients, including those not on Xero.

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Do tax for all of your clients

Use Xero Tax for every client's tax returns.

Lodge returns online

Submit BAS and returns 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 your practice needs – you can use it for all of your clients.

  • Included
    Clients don't need to have their accounts on Xero
  • Included
    Submit tax returns for individuals, companies, partnerships, trusts and self-managed superannuation funds
  • Included
    Lodge statements and schedules including business activity statements (BAS)
A tablet displays a tax invoice stored in Xero.

Lodge returns online

Use Xero Tax to create and lodge returns for all types of return from 2014 onwards.

  • Included
    Tax forms are updated each year and new ones added
  • Included
    Electronically lodge forms and schedules from Xero Tax
  • Included
    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.

  • Included
    Automatically prefill activity statements with data from the ATO, or do it manually
  • Included
    Automatically prefill clients' income and deductions in individual tax returns
  • Included
    Submit client updates to the ATO
A rainbow connects an accountant working at a laptop with the tax authority via Xero.

Populate returns

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

  • Included
    Up-to-date client details and accounts data flow from Xero into Xero Tax
  • Included
    Import trial balance amounts from a Xero organisation into a tax return
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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 ATO

We recommend speaking to your Xero account manager about the best method for migrating your existing client data to Xero Tax. The best option may be to do it yourself using the ATO portal or CSV imports.

See how to import client data into Xero Tax yourself

For large or complex migrations of client data, we recommend a Xero-supported conversion. We have ready-made options that cover most migration scenarios. Talk to your Xero account manager about which conversion method or plan is best for you.

See the Xero-supported tax conversion plans

Using Xero Sign, clients can electronically sign documents you send them. They just sign their declarations online instead of by hand. You’ll need a Xero Sign bundle to apply a one time e-signature to a tax declaration or create a document pack.

Learn more about Xero Sign bundles

Store 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 library

As a Xero partner, there’s no charge for Xero Tax bronze status and above. New Xero partners can try Xero Tax free for 14 days, then subscribe for $71.50 a month for a single user. For up to three users, the cost is $108.90; for four or more, it’s $163.90. These prices include GST, and Xero Workpapers is included at no extra cost. Additional charges apply for Xero Sign by Adobe Acrobat Sign.

See how to claim your free Xero Tax account once you reach Bronze partner status

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.

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