Import data from Xero
When you create your client in Taxfiler by IRIS, the option Import client from will bring through the static information for the Xero client.
We currently link with Xero directly for sole trader accounts in the self employment data sheet if required.
To produce accounts for Xero clients:
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Go to the Accounts Production module.
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Select the Trial Balance tab and select Connect, (located below Connect to Cloud Bookkeeping).
Select the link to watch a video on how to connect to Xero for Self-employment:
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