Control of accounts and tax work all in one place

100% cloud based, Xero Tax allows you to manage your accounting and tax, anytime, anywhere, in one workflow.

making tax digital

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.

Step 1

See how Xero Tax can fit into your workflow and how it can benefit your practice.

Step 2

See how Xero Tax works with a live demo.

Step 3

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.

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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.

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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
"Take control of accounts and tax work all in one place" guide.

You're done!

Now that you're all upskilled, you're ready to file your first return.

Start filing now
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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
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We save about 50% of our time using Xero Tax compared to our previous software.

Scott Davenport, Davenports Accountancy

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Access more resources

To access all the Xero Tax tools, resources and guides check out our Xero Tax resource centre.