Xero ledger integration
Import Xero ledgers to pre-fill workpapers and returns
Discover how TaxLab streamlines income tax returns effortlessly. Importing trial balances is a breeze, with instant tax calculations and return disclosures ready for e-filing.
About the integration
Love Xero ledgers but struggling to find an efficient, automated tax solution? TaxLab makes tax compliance effortless by seamlessly integrating with Xero, allowing you to import ledgers directly into workpapers and returns with ease. Say goodbye to manual data entry and time-consuming reconciliations—our intelligent automation ensures accuracy while saving you hours of work.
Easy trial balance importing
Instead of manually adding a client’s trial balance, you can import it from Xero in seconds.
Tax return and IR10 prefill
If you opt to also import the reporting codes, TaxLab will automatically assign the accounts to the income statement or balance sheet, and populate your IR10.
Instant refreshing of data
Once you have established a connection for the client between TaxLab and Xero, you can re-import updated data at any time with a single click.
About Xero
Xero is a world-leading online accounting software built for small businesses.
Get a real-time view of your cash flow. Log in any time, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click OK to reconcile.
How TaxLab integrates with Xero
No complicated setup is needed – simply connect to the Xero organisation when you first import a trial balance. Data flows one way, from Xero to TaxLab, giving you full control over when updates occur.