Xero tax tools

Xero’s open platform allows accountants and bookkeepers to choose additional integrated software that best suits their year-end workflow.

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Map accounts to tax lines

Efficiently prepare client financial data for tax at year-end by mapping their chart of accounts to lines in tax forms 1040 - Schedules C and E (one property), 1065, 1120, and 1120S.

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Reduce manual data entry

Reduce manual data entry

Xero brings all your client’s year-end financial data together in a simple workflow, reducing the need for manual workarounds and third party tools.



Ensure data accuracy

Ensure data accuracy

Once your mappings are complete, audit your work by viewing a report that breaks down each tax line with the mapped accounts. If errors are discovered, adjustments can easily be made and the report will refresh with the updated financial information.

Tax software agnostic

Tax software agnostic

Bridge the gap between Xero and your tax software by exporting a CSV of the completed mappings. Once formatted to meet the criteria of your tax provider, the data can then be imported into the tax software of your choice.

Directly connect Xero to industry-leading tax solutions

Integrate Xero with CCH Axcess Financial Prep

Efficiently complete tax preparation engagements by transferring your client’s Xero trial balance into CCH Axcess Financial Prep – eliminating the need to manually export, import, and enter data.

Integrate Xero with CrossLink Business

Send your clients’ Xero income statements and balance sheets directly into tax returns within CrossLink. Once imported, the newly added financial data can be easily classified and mapped – improving speed and accuracy.

Tax agnostic
Xero +C

Easy 1099 processing

Tired of printing 1099s? Ditch the paper and switch to Xero to manage 1099s in the cloud. Identify and group 1099 contractors, gather W9s, fix coding errors, generate a 1099 report and integrate directly with e-filing services Tax1099 and Track1099, making year-end 1099 processing simple.

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