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.
Register for Xero’s quarterly product update webinar on February 6 for an inside look at the integration
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.
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.
Xero’s time-saving features
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.
Customized reports
Create custom reports by seamlessly changing account groupings, inserting formulas and adding custom columns and rows.
Find and recode
Update thousands of line items at once. Literally save hours of work as you quickly find and fix incorrectly-coded transactions.
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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