Use Xero Tax for every client's tax returns.
Submit returns including BAS from Xero Tax.
Prefill and lodge returns securely at tax time.
Use data from Xero accounts without re-entering it.
Xero Tax is the only software package your practice needs – you can use it for all of your clients.
Create and lodge returns for all types of return from 2014 onwards.
Work efficiently with a secure interchange of information between your practice and the ATO.
Client information is stored in one place and shared between a business's Xero accounts and 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 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 yourself
Using 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 return
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 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.