One tax solution for all your clients
Manage tax preparation, filing, and compliance tasks for all your accounting or bookkeeping clients, even if they’re not on Xero.
File tax for all clients
Use Xero Tax for every client’s tax returns.
Receive info from IRD
Get assessments and confirmation reports promptly.
Prepare tax returns
Use data from Xero accounts without re-entering it.
File returns online
Send GST and annual tax returns from Xero Tax.
File tax for all clients
Xero Tax is the only software package your practice needs – you can use it for all of your clients.
- Clients don’t need to have their accounts on Xero
- File tax returns for GST, individuals, companies, estates, trusts, partnerships, Maori authorities, LTCs, clubs, societies and more
- Submit account information (IR10) forms, statements and schedules
Receive info from IRD
Work efficiently with automatic downloads of information to your practice from Inland Revenue.
- Get tax transactions and notices of assessment
- Receive summaries of earnings automatically
- E-File checks and sends downloads from IRD every 30 minutes
Prepare tax returns
Work efficiently with automatic downloads of information to your practice from the tax office.
- Client details and accounts data flow from Xero into Xero Tax
- Import trial balance amounts from the Xero accounts into a tax return
- Generate email requests for clients to sign electronically
File returns online
Create and file returns electronically for many types of return.
- Tax forms are updated each year and new ones added
- E-File uploads tax returns from Xero Tax to IR daily
- Intelligent checks ensure the accuracy and integrity of data end to end
More about Xero Tax
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 returnsWe 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 dataUsing 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 clientAs 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
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 silver, gold or platinum status. New partners can try Xero Tax for 14 days with their free Xero Practice Manager trial.
