Prepare for tax season with Document Packs in Xero HQ
Summary
We’re excited to announce that Document Packs are now live in Xero HQ, and just in time for the end of the financial year. Kerrie Flood from Gilroy Barnes and Associates was part of the pilot group and has been testing the product the last few months. It’s going to save me massive amounts of time come EOFY, because I was having issues sending forms separately and not getting them back from clients. This tool will make it easy to digitally organise your clients’ financial documents and complete their tax returns. If you need to attach any supporting documents that aren’t generated in Xero, such as directors resolutions, group tax summaries, or even a cover letter for your client, you can upload them directly from your computer to the pack.
Classifications
industries
Retail
applications
Accounting and Taxes
AskAI Classifications
Labels
Accounting Software
Cloud ERP
Financial Management Software
Linked Companies
Xero
$1B+