Xero Tax features
100% in the cloud, Xero Tax provides you with one simple workflow. It starts from your clients’ financial data in Xero, through to Companies House and HMRC.
There are no more opening balance issues, re-entering of data or manual account mapping required.
Single sign on
Sign into Xero Tax in exactly the same way as you sign into Xero for ease of use
Transaction-level analysis to check for common anomalies and reduce the risk of errors
Automatic XBRL tagging
Tag any chart of accounts with the appropriate iXBRL tags without doing any of the work yourself
Companies House data integration
Eliminate unnecessary data maintenance by always using the latest company information directly from the register
Surface account transactions from within the accounts production workflow with a single click to easily identify where corrections may be required
Collaborate in the preparation and reviewing of filings and easily pass the work between users
Custom document styling
Customise the documents you share with your clients with your own branding and preferred style
E-signing for your clients
Your clients can approve their filings from anywhere, anytime with our e-signing capability
Tax post-back to Xero
Post tax adjustment journals to Xero automatically
Fixed asset integration
Generate capital allowance calculations directly from Xero’s Fixed Asset Register to save time and reduce errors
Session storage for company accounts & tax
Carry out multiple filings at the same time across different browser tabs or windows
It’s available to all accountants and bookkeepers on the Xero partner programme in the UK at no additional cost.
By signing up to the Xero partner programme. It’s free to join and you can sign up here. Once you’ve joined, Xero Tax will automatically be available as a tab within Xero HQ (the Xero accountant/bookkeeper hub for providing client services).
Corporation tax and accounts production for micro-entities and small companies is available to Xero partners today. Future tax modules will include personal tax, partnership tax and trusts and estates, with more accounts production options coming soon.
Yes, you can use Xero Tax for the corporation tax module while using other tax software for other tax modules. Future tax modules will include personal tax, partnership tax and trusts & estates.
Xero has a specialist migration team who can help you through the migration process at no additional cost.
Xero Tax is cloud-based, easy, straight-forward and uncluttered
Director, DNA Accountants