FREE Resources For Xero Partners

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Build your own

You can do it yourself.

Build your own financial statement system using Xero. 

We have built a guide for you. 

Download the full guide here.

How we do it

Plan your migration to Xero for reporting

When you move to Xero for reporting, you will need to plan how to do it.

Download the XLSX planning file here.

Prevent tax for your clients

We can build you a tax preventer using Xero.

This allows you to:

  • Forecast actuals for a period - EG 9 months
  • Estimate the final 3 months based on the actuals
  • Determine an estimated 12 months
  • Make adjustments, addbacks and deductions
  • Distribute estimate and real income to clients
  • Determine the tax refundable or payable

Download it here


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