Using Document Packs in Xero Tax

Discover how to collate activity statements, tax returns and financial reports into Document Packs, and share them securely with clients for digital signatures.

This Resource Covers:

  • Document Packs: Learn how to compile, send and sign client documents using Document Packs in Xero HQ including how your clients can sign the returns.
  • Xero Tax for tax agents: Keep your Xero Tax journey going by accessing the other videos that are part of this tax series. Select the applicable tax return videos you are completing for clients.