Xero Tax: One place for your accounts and tax

Take control of accounts and tax returns for companies and individuals all in one place, in the cloud, with Xero Tax.

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Benefits of Xero Tax

Streamlined workflow

Data flows between your clients’ bookkeeping, accounts and tax returns, helping streamline your workflow.

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Corporation Tax and Company Accounts

Prepare and file CT600 returns and XBRL tagged company accounts to HMRC and Companies House as relevant.

Personal Tax and Sole Trader Accounts

Prepare and file personal tax returns (SA100) and produce unincorporated accounts for sole traders.

How Xero Tax helps DSK Partners save time

Hear how Paras Shah, Workflow Manager at DSK Partners, has achieved time savings of 25% since adopting Xero Tax.

Watch the case study
clients

What our partners say about Xero Tax

  • DNA Accountants

    “We moved all 450 of our limited company clients to the core Xero product and Xero Tax”. Gillian French, DNA Accountants.

    Read DNA's story
  • Square 1 Accounting

    “As with all things Xero, it's intuitive, at least for me. It's very simple and easy to navigate around”. Andy Housley, Square 1.

    Read Square 1's story
  • Davenports Accountancy

    “We save about 50% of our time using Xero Tax compared to our previous software”. Scott Davenport, Davenports Accountancy..

    Read Davenports' story
  • DSK Partners LLP

    “I feel that anyone can start using Xero Tax and find it intuitive straight away”. Paras Shah, DSK Partners.

    Read DSK's story

Get started in three easy steps

Get to know Xero Tax

Learn the ropes with our live webinar introducing Xero's cloud based accounts production and tax solution.

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How-to guide

To help you get going, we’ve created a handy all-in-one downloadable guide containing best practices.

Download the how-to guide

Moving clients to Xero using Xero Tax

If you’re moving a group of clients to Xero, our Data Migration team will assist you, free of charge.

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Xero Tax education

Complete the self paced course or join the live webinar to earn yourself the Xero Tax badge. You'll see the entire Xero Tax workflow.

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product

Xero Tax FAQs

Integrated with Xero, Xero Tax is our seamless end-to-end tax and accounts production software – built to save time, reduce errors and cut costs with a single platform workflow.

Xero Tax is available to all UK accountants and bookkeepers in the Xero partner programme at no extra cost. This includes company and sole trader accounts production, corporation tax and personal tax.

Company and sole trader accounts, corporation tax and personal tax.

See more on our Xero Central article: Xero Tax explained

Some supplementary pages are supported for corporation tax and personal tax.

See the full list on our Xero Central article: Xero Tax explained

Further improving accounts production such as more flexible formatting, customisation, and supporting additional types of accounting reports. Also we are planning to add partnership tax, so you can allocate profits to partners having analysed the P&L and balance sheet directly from Xero to complete the partnership tax return.

For company accounts and corporate tax, there must be a Xero subscription in place in order to use the product. Any Xero subscription works with Xero Tax, and your clients don’t have to be using the subscription.

For personal tax, unlike company accounts and corporate tax, partners aren’t required to connect to a Xero subscription in order to use and input data to complete and submit a client’s tax return. However, as business related data can be automatically populated for sole traders (with partnerships and rental properties to follow) using the accounts production integration, we recommend you use a subscription. But it is not compulsory should you wish to manually enter the data on the tax form instead.

Yes. You can collate reports and tax returns into document packs to share securely with clients for digital signatures, from within Xero Tax. Clients can access a portal to complete e-signatures, for a seamless workflow.

See more about document packs

Xero Tax is part of Xero and therefore has all the same security benefits by being a 100% cloud based software. This means a seamless implementation process, easy accessibility and a single source of truth. We’re compliant with international security standards and are independently assessed regularly to ensure we’re keeping all your and your client data secure.

Find out more on Xero Tax updates

We're always adding new features to Xero Tax – keep informed about the latest releases on Xero Central.