Make completing Schedule Cs a breeze this tax season

Learn how to get time back, standardize and automate processes, and easily complete Schedule Cs for your clients at year-end.

See how we can help.

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.

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