Getting started with the Xero Tax programme
Once you’ve started using Xero Tax by activating it in Xero HQ, follow our three step programme, to reap the benefits Xero Tax has to offer.
See how Xero Tax can fit into your workflow and how it can benefit your practice.
See how Xero Tax works with a live demo.
Discover tools and resources you can access.
Step 1: Getting started
See how Xero Tax can fit your wider practice workflow, how it can benefit your practice, and our roadmap for Xero Tax.Watch video
Step 2: See how Xero Tax works
Learn how to prepare and file annual accounts and tax returns for company and individual clients directly with Companies House and HMRC.Watch video
Step 3: Tools and resources to start filing
Our step by step Xero Tax all-in-one downloadable guide is filled with the best practices to help you start your filing journey.Download guide
If you need extra support
Once you’ve started using Xero Tax to file for a few clients, you may like a one-to-one consultation with our partner consultants specialising in Xero Tax, to help you address any challenges and plan the next phase of your Xero Tax journey. Make a booking and they’ll be in touch.Book a consultation
Self-serving learning resources
Check out our self-paced Xero Tax course on Xero Central or join a live webinar where you'll see the entire Xero Tax workflow in detail — from setting up your practice and connecting your clients, to creating the final accounts and tax return for review.Xero Tax course
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
We save about 50% of our time using Xero Tax compared to our previous software.
Access more resources
To access all the Xero Tax tools, resources and guides check out our Xero Tax resource centre.