Stop shuffling paper with paperless tax returns
Xero Tax with e-sign by Adobe Sign is a simple, easy, and legal way for clients to electronically sign their tax return declarations. Your clients sign declarations online without the hassle of printing, signing and sending.
Compliant & secure e-signatures for tax return declarations
Xero Tax with e-sign lets clients simply and securely sign their tax return declarations and GST – without any paperwork changing hands.
Improve efficiency
No need to print, sign, send, and file declarations. Your client just logs in and adds their e-signature – saving your time and theirs.
Best-in-class provider
With over 40 million users of e-sign services, Adobe Sign is a global leader in e-signature and cloud document storage.
Safer than your filing cabinet
Adobe Sign securely stores the signed tax return and the e-sign audit trail. Access a copy from Xero Tax anytime.
Compliant with legislation
E-sign signatures are compliant with legislation, so you can lodge a tax return online without using a single piece of paper.
Track who's signing
All signing events are tracked and IP addresses recorded in a detailed audit log. Verify who's signing with their email ID.
Nothing new to install
E-sign works seamlessly within Xero Tax, so there's nothing to install and your clients can access it from anywhere.
Sign up for e-sign right from within Xero Tax
Make signing off tax declarations and GST a breeze. Here's how to sign up.
Step 1
Make sure you've been assigned Financial Privileges in Xero Tax or Xero Practice Manager
Step 2
Go to the e-sign section of Practice Settings
Step 3
Add your name and your practice's email address
Step 4
Once a tax return has been approved, press the ‘Request e-signature' button to sign up for e-sign services
For more information, check out our e-sign support article.
Frequently asked questions
What documents can I use e-sign with?
E-sign can be used for all income tax declarations and GST returns prepared within Xero Tax and Xero Practice Manager.
What happens if I already have an Adobe Sign Account?
You will still need to sign up for e-sign services through Xero Tax or Xero Practice Manager to use e-signatures on tax return declarations.
What happens if I need more signatures?
If you use your starting bundle of 500 signatures, just buy another that can be used over a 12 month period. After 31 March 2019 e-sign will become a paid product.
Where can I learn more about using e-sign?
For help using e-sign please refer to the Xero learning course E-sign for Xero Tax and find more support articles at Xero Central.
Is this safe?
Adobe Sign e-sign services comply with industry-accepted standards and certifications. Adobe Sign stores all customer data in geographically dispersed data centers with state-of-the-art environmental and data security measures. Read more about Adobe Sign security.
Xero has spent the last year working with leading technology providers, professional bodies, insurers and government agencies to deliver a world class solution for registered tax agents.
Go to Xero Central for support articles on e-sign or to get in touch.