Process individual tax returns

Follow the recommended end to end workflow for completing an individual tax return in Xero Tax including ATO pre-fill, setting up client relationships and outcome of assessment.

This Resource Covers:

  • Introduction to process tax returns series in Xero Tax: Discover the benefits of Xero Tax and how to best navigate through this series.
  • Process individual tax returns: We will take you through a step by step workflow on how to lodge an individual tax return in Xero Tax, including the best way to deal with and resolve errors. See how to import data between tax returns when you set up client relationships.
  • 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.