Xero Tax is deeply integrated with the core Xero product.
100% in the cloud, Xero Tax provides you with one simple time-saving workflow.
Companies House data integration
Automatic XBRL tagging
Ledger validation
Fixed asset integration
Multi-user review
Session storage
Custom document styling
E-signing for your clients
"We moved all our limited company clients to Xero Tax – here’s why..."
Gillian French,
Director of DNA Accountants
Already using Xero?
If you’re the master administrator, you can set up Xero Tax by clicking on the ‘Tax’ header in HQ.
If you’re not the master administrator, please speak with the main subscriber within your practice to get started.
Download our Xero Tax guide to learn more.
Download guide
Latest news and resources
Xero Tax explained
Learn how Xero Tax works with step by step instructions on setting up as well as preparing and filing returns.
Moving groups of clients to Xero
If you’re moving a group of clients to Xero, our Data Migration team will do this for you, for free. Get in touch now.
Moving individual clients to Xero
Convert client data to Xero from select Sage, Kashflow and Quickbooks desktop and online products – it’s easy and free.
Get to know Xero Tax
Join our Xero experts for a 45-mins webinar where they’ll walk you through Xero Tax with a live Q&A at the end.
Xero Tax education
Complete the course to earn yourself the new Xero Tax badge to display on your website or marketing material.
End-to-end accounting webinar
Xero Tax is integrated with the core Xero product. Register for this webinar to discover how Xero Tax fits in your wider workflow.
Xero Tax roadmap
We’re always up-to-date with legislation and HMRC’s roadmap. Corporation Tax and Accounts Production for micro and small companies is just the beginning. Future modules include:
Personal Tax
Complete self-assessment tax returns for your clients. We'll also be working with HMRC to provide a MTD for Income Tax solution.
Partnership Tax
Allocate profits to partners having analysed the P&L and balance sheet directly from Xero to complete the partnership return.
Trust and Estates
Calculate tax payable by a variety of trust types and submit forms directly and securely to HMRC from Xero Tax.
Xero Tax pricing
Xero Tax is available to accountants and bookkeepers in practice – at no extra cost – as part of the Xero partner programme. Get in touch about becoming a Xero partner.
Get in touch