Use Xero Tax for every client’s tax returns.
Get assessments and confirmation reports promptly.
Use data from Xero accounts without re-entering it.
Send GST and annual tax returns from Xero Tax.
Xero Tax is the only software package your practice needs – you can use it for all of your clients.
Work efficiently with automatic downloads of information to your practice from Inland Revenue.
Work efficiently with automatic downloads of information to your practice from the tax office.
Create and file returns electronically for many types of return.
First, enter client details including business structure, IRD number and tax agent. At least four years of IRD tax statement data is automatically downloaded and updated overnight. Then connect to their Xero accounts so you can import data into the tax return.Set up a client to file tax returns
We recommend speaking to your Xero account manager about the best way to migrate client data to Xero Practice Manager and Xero Tax. They may suggest doing it yourself, a Xero-supported migration, or a third-party certified implementation partner.See how to import client data
Using e-sign, clients electronically review and sign documents you send them. They simply sign online wherever they are, without the hassle of printing, signing by hand, and posting or emailing back to you.See how to request an e-signature from a client
As a Xero partner, there’s no charge for Xero Tax once you reach silver partner status. New Xero partners can try Xero Tax free for 14 days, then subscribe for $149 a month (excluding GST). Xero Practice Manager and Xero Workpapers are included at no extra cost. Additional charges apply for e-sign.Find out about the Xero partner program
Xero Tax is free for accounting and bookkeeping practices who are members of the Xero partner program and have reached silver, gold or platinum status. New partners can try Xero Tax for 14 days with their free Xero Practice Manager trial.