Xero Tax features
100% in the cloud, Xero Tax provides you with one simple workflow.
No more opening balance issues, re-entering of data or manual account mapping required.
Companies House integration
Eliminate unnecessary data maintenance by always using the latest company information
Automatic XBRL tagging
Tag any chart of accounts with the appropriate iXBRL tags without doing any of the work yourself
Ledger validation
Check transactions for common anomalies to reduce the risk of errors
Fixed asset integration
Generate capital allowance calculations directly from Xero’s Fixed Asset Register
Multi-user review
It’s easy to collaborate with multiple users when preparing and reviewing filings
Session storage
Carry out multiple filings at the same time across different browser tabs or windows
Custom document styling
Customise the documents you share with your clients with your own branding
E-signing for your clients
Your clients can approve their filings from anywhere, anytime with our e-signing capability
"We moved all our limited company clients to Xero Tax – here’s why..."
Gillian French,
Director of DNA Accountants
Xero Tax roadmap
Corporation tax and Accounts Production for micro and small companies is just the beginning.
We’ll continue developing our Accounts Production tools for LLPs, Dormant, Charities, Sole traders and Partnerships. 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.
What's in it for you?
Join the Xero partner programme and get access to Xero Tax, at no extra cost, and everything the core Xero product has to offer. This includes:
Real time data – all in one place
No need to login to multiple platforms, Xero securely houses it all.
Access additional Xero products
Get all your clients on Xero with Xero Cashbook or Xero Ledger.
Automate manual tasks
Capture bills and receipts from clients using Hubdoc – free with Xero Business Edition.
Migrate your clients for free
Migrate Sage, QuickBooks or Kashflow clients quickly and easily using Movemybooks and we’ll cover the cost.
Attract clients and grow your practice
Get noticed by prospective clients as a certified Xero partner, through our free advisor directory listing.
World-class education and resources
Access free education courses, interactive webinars and product demos.
Award-winning software for your practice
Accounting Excellence Awards UK 2019
Data & Expense Management Software of the Year
British Accountancy Awards 2017
Practice Software of the Year