Benefits of Xero Tax
Data flows between your clients’ bookkeeping, accounts and tax returns, helping streamline your workflow.
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.
Manage tax returns
Xero Tax streamlines compliance by making it much faster to prepare and file accurate accounts and tax.
- Connect to bookkeeping data from Xero
- Produce and file accounts
- Prepare and file company and personal tax returns (SA100 tax return forms, with supplementary pages, some in development, as well as SA302)
Share data across Xero
Data flows easily between Xero and Xero Tax which keep data entry to a minimum.
- Data is protected by multiple layers of security
- Client details and accounts data flow from Xero into Xero Tax
- Import trial balance amounts from Xero accounts into tax returns
Produce accounts easily
Streamline accounts production for sole traders as well as companies.
- Populate company accounts and tax returns from Xero’s core data
- Retrieve data from Companies House to populate company accounts
- Produce accounts for sole traders, with income schedules populated from Xero
Submit returns online
File annual accounts and tax returns for company and individual clients directly from Xero Tax.
- Submit corporate tax returns for company clients to HMRC
- Submit personal tax returns for individual clients to HMRC
- File company accounts with Companies House direct from Xero
More about Xero Tax
No special connection is needed. Just enable Xero Tax in Xero HQ and give staff access. Xero Tax uses your existing Xero login details.See how to set up Xero Tax
Xero Tax automatically tags any chart of accounts with the appropriate iXBRL (Inline eXtensible Business Reporting Language) tags. It uses the iXBRL tagging to format company accounts for corporate tax returns.See how to generate company accounts and tax returns
To help you get going, we’ve created a handy all-in-one downloadable guide containing best practices.Download the guide
Get to know Xero Tax - join our Xero experts for a 30 min webinar where they’ll walk you through Xero Tax with a live Q&A at the end.Watch the webinar
Xero Tax checks transactions in Xero for common problems. Just click through from Xero Tax to see the transactions that make up an amount in the accounts or tax return. If you make corrections in Xero, regenerate the annual accounts and tax return.See how to edit generated accounts and reports
Collate reports and tax returns to share securely with clients for digital signatures, from within Xero Tax. Clients can access and e-sign documents in the Xero portal, which seamlessly updates the documents’ status in real time.See how document packs works