Xero tax prep solutions

Imagine a tax season that automates and customizes many time-consuming tasks. The result is newfound time to prepare and advise your clients. Thanks to Xero’s partner integrations and features – you can take the pain out of tax prep.

Connect your client’s Xero data to industry-leading tax solutions

Integrate directly with CCH Axcess Financial Prep

Take advantage of Xero’s new integration to seamlessly transfer Xero trial balances into the CCH Axcess tax engine. Then produce accurate financial statements for preparing business tax balances – without the need to manually export, import or enter data.


Custom export to Thomson Reuters and more

Export your client’s Xero trial balances in specific formats for various tax software providers, including Thomson Reuters’ Accounting CS, TaxACT, CCH Prosystem fx Engagement, Crosslink and more. This allows for a flexible and accurate year-end financial data flow between systems during tax time.

See full list of custom exports

Import Xero financials into CrossLink

Tax preparers can now import Xero income statements and balance sheets into their clients’ tax returns within CrossLink. Once imported, the newly added financial data can be easily classified and mapped - improving speed and accuracy.

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2018 Schedule C report template

Get an early start with your Schedule C clients. Log in to Xero to access the new 2018 Schedule C report template.

Access new +C report

Xero’s time-saving features

Xero on mobile
Track sales

Cash coding

Save time with new clients during tax season. Cash coding quickly and accurately processes a year’s worth of bank statements in a single operation. 

Partner with your accountant

Customized reports

Create custom reports by seamlessly changing account groupings, inserting formulas and adding custom columns and rows.


Invoice quickly

Find and recode

Update thousands of line items at once. Literally save hours of work as you quickly find and fix incorrectly-coded transactions.

Enjoy more time

Xero HQ + Ask

Turn to Xero HQ for real-time visibility and insights across all client activity. And it's easy to stay in touch with clients through Xero Ask.

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Get support

Expand your knowledge with Xero’s educational resources

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Pricing plans

Attract new clients with your Xero advisor directory listing

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