Process self-managed super fund (SMSF) tax returns

Learn our recommended end to end workflow for completing a SMSF tax return in Xero Tax including importing a client's Xero ledger and a third party SMSF software.

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 SMSF tax returns: We will take you through a step by step workflow on how to lodge a SMSF tax return in Xero Tax including the best way to deal with and resolve errors.
  • 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.