Xero Tax: One solution for all your clients

Xero Tax lets you 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 tax filing software your practice needs – you can use it for all of your clients.

  • Included
    Clients don’t need to have their accounts on Xero
  • Included
    File tax returns for GST, individuals, companies, estates, trusts, partnerships, Maori authorities, LTCs, clubs, societies and more
  • Included
    Submit IR10 forms and AIM statements
A tablet displays a tax invoice stored in Xero.

Receive info from IRD

Work efficiently with automatic downloads of information to your practice from Inland Revenue.

  • Included
    Get tax transaction notifications and notices of assessment
  • Included
    Receive summaries of earnings automatically
  • Included
    Gateway services (GWS) checks and sends downloads from Inland Revenue
A list of all client tax returns shows their status – draft, approved or out to sign – and what type they are.

Prepare tax returns

Work efficiently with automatic downloads of information to your practice from the tax office.

  • Included
    Client details and accounts data flow from Xero into Xero Tax
  • Included
    Import trial balance amounts from the Xero accounts into a tax return
  • Included
    Generate email requests for clients to sign electronically
A rainbow connects an accountant working at a laptop with the tax authority via Xero.

File returns online

Create and file returns electronically. Tax forms are updated and new ones added each year.

  • Included
    GWS uploads tax returns from Xero Tax to Inland Revenue daily
  • Included
    Intelligent checks ensure the accuracy and integrity of data end to end
  • Included
    Send bulk email tax payment reminders to clients

More about Xero Tax

First, enter client details including business structure, IRD number and tax agent. At least four years of tax statement data is automatically downloaded from Inland Revenue 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

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.