Xero Tax: Compliance with a click. Completely in the cloud.

Xero Tax is the new cloud-based tax accounts production and filing solution designed by Xero, the award-winning accounting software. Available to accountants and bookkeepers on the Xero partner programme at no additional charge.

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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.

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Single sign on

Sign into Xero Tax in exactly the same way as you sign into Xero for ease of use

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Ledger validation

Transaction-level analysis to check for common anomalies and reduce the risk of errors

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Automatic XBRL tagging

Tag any chart of accounts with the appropriate iXBRL tags without doing any of the work yourself

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Companies House data integration

Eliminate unnecessary data maintenance by always using the latest company information directly from the register

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Xero hotlinks

Surface account transactions from within the accounts production workflow with a single click to easily identify where corrections may be required

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Multi-user review

Collaborate in the preparation and reviewing of filings and easily pass the work between users

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Custom document styling

Customise the documents you share with your clients with your own branding and preferred style

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E-signing for your clients

Your clients can approve their filings from anywhere, anytime with our e-signing capability

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Tax post-back to Xero

Post tax adjustment journals to Xero automatically

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Fixed asset integration

Generate capital allowance calculations directly from Xero’s Fixed Asset Register to save time and reduce errors

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Session storage for company accounts & tax

Carry out multiple filings at the same time across different browser tabs or windows 

Xero Tax filing options today

Corporation tax and accounts production for micro-entities and small companies.
To help you file for companies, we have the following annual account features:

FRS 105 (micro-entities)
FRS 102 section 1a abridged accounts (small companies)
FRS 102 section 1a full accounts
 (small companies)

We also help prepare and electronically submit the CT600 Corporation Tax Return.

The Xero Tax vision

Corporation tax and accounts production for micro and small companies is just the beginning.  

We’ll continue developing our accounts production tools for LLPs, dormant, charities, sole traders and partnerships. Future tax modules include:

1.

Personal tax

Complete self-assessment tax returns for your clients (we will also be working with HMRC to provide a MTD for income tax solution).

2.

Partnership tax

Allocate profits to partners having analysed the P&L and balance sheet directly from Xero to complete the partnership return.

3.

Trusts and estates

Calculate tax payable by a variety of trust types and submit forms directly to HMRC within our tax software.

FAQs

guide

Xero Tax is cloud-based, easy, straight-forward and uncluttered

Gillian French
Director, DNA Accountants

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Available for accountants and bookkeepers in practice

To start benefiting from everything Xero Tax has to offer, get in touch about becoming a partner

Sign up here