Four simple steps
1. Get transactions into Xero
Use Hubdoc, bank feeds, or bank statement imports to get transactions into Xero quickly and accurately.Schedule C report template
2. Collaborate with your client
Use Xero Ask to make client collaboration easy and reduce back-and-forths.
3. Reconcile transactions
Use cash coding and bank rules to reconcile transactions quickly. Then use find and recode to fix efficiently and in bulk.
4. Run the Schedule C report
Pull together most of the info you need to complete the client’s Schedule C form by running the Schedule C report template.