Welcome to a less taxing workflow
The days of desktop software and clunky downloads are over. Xero Tax lives securely in the cloud, so you’re free to log in and work from anywhere, anytime. You can easily create and review tax returns for your Xero and non-Xero clients, and file them directly with the IRD.
Getting started is simple
With no software to download, downtime to deal with or server upgrades to worry about, Xero Tax is good to go when you are.
No software to install
Thankfully those days are over. Xero Tax lives in the cloud. Securely, of course.
No expensive licensing
Pay a small monthly fee, or enjoy access to Xero Tax as an added benefit of being a Xero partner.
No support costs
We’re here to help you get the most out of Xero Tax. And we regularly update the software too. All at no extra cost.
Xero Tax. It’s got the looks and functionality
Tax admin simplified
Calculate, prepare, print and email tax payment reminders and automatically receive and review Inland Revenue assessments and transactions.
All client details in one place
With full integration with Xero Practice Manager you can easily manage a list of all of your clients and their contact details.
All returns are covered
Use Xero Tax to prepare and file GST returns; individual, company, estate or trust, partnership, Maori authorities and clubs or society tax returns; financial statements summaries; tax credit claims and property sale information forms.
Single ledger integration
You can easily import data from Xero to automatically populate the IR10 financial statements summary or a GST return, reducing errors and saving time.
Create reports your way
A flexible report builder lets you create customisable practice-level reports on your client database or tax lodgments.
Save time, work efficiently
Smart schedules, worksheets and workflows reduce the need for manual data entry.
Easy approvals with e-sign.
Go paperless with e-sign – a simple, easy and legal way for your clients to electronically sign documents you send them from within Xero Tax. Your clients simply sign their declarations online, without the hassle of printing, hand-signing and sending. Discover more
What our customers say about us
Your questions answered
Do all my clients need to be on Xero in order to use Xero Tax?
No. It will be easier to manage your business clients end to end with the Xero single ledger, but there is no requirement for you to have each client on a Xero ledger/organisation to use Xero Tax.
How much does it cost to use Xero Tax?
Xero Tax is part of Practice Studio which also includes Xero Workpapers, Practice Reports and Xero Practice Manager. Practice Studio is free of charge for certified Xero partners who are silver level and above. If you aren’t silver just yet you can purchase Xero Practice Studio for a typical cost of $149 (excl GST) per month.
What are the newest changes that have been made to Xero Tax?
We frequently add and update tax forms and worksheets in Xero Tax, and enhance the way it works. Click here to see the latest updates.
What support options are available?
Xero Practice products are supported by Xero via dedicated email support, the award-winning Xero Help Centre and online learning delivered via Xero U and Xero TV. You can also engage with our Xero Practice consultants who can can provide end to end assistance with implementation, migration and training.
If you would like more information about our support then ask your dedicated account manager or contact us on email@example.com.
How do I migrate my existing client data?
Active client list details can be imported via CSV from your existing software into Xero Practice Manager. Client tax statement and selected transactional data is automatically imported and updated once you are linked to Inland Revenue.
How does Xero Tax integrate with client accounting?
GST returns and the IR10 financial statements summary have a Xero import option. This allows you to connect to a Xero organisation and pre-fill the form fields in Xero Tax. Alternatively, data can be entered directly into the GST and income tax form for non-Xero clients.
What forms are supported by Xero Tax?
Xero Tax supports the electronic filing the following forms and schedules with the IRD:
IR3, IR3NR - Individual
IR4, IR4J - Company
IR6 - Estate or Trust
IR7 - Partnerships
IR8, IR8J - Maori Authorities
IR9 - Clubs or Societies
PTS - Personal Tax Summary
IR526 - Tax Credit claim form
IR215 - Adjust your income for SL or WFF
IR10 - Financial Statements Summary
- IR833 - Property Sale Information
- GST Return