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.
- 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
Use Xero Tax to 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 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 yourselfFor 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 plansUsing 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 bundlesStore 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 charges apply for Xero Sign by Adobe 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.
