Overview
Streamline your processes and stay compliant in an increasingly complex financial landscape. Effortlessly prepare accurate financial statements for Sole Traders, Partnerships and micro, small, medium or large Limited Companies and Limited Liability Partnerships. TaxCalc Accounts Production makes those complex accounts preparation tasks simple - dramatically boosting your efficiency and allowing you to spend time on those higher value services.
TaxCalc Accounts Production + Xero
TaxCalc's integration with Xero makes preparing accounts using your clients Xero data effortless.
TaxCalc Accounts Production provides you with an easy-to-use wizard to import a year-end trial balance directly from Xero in a few simple steps – saving both you and your client time and effort. A simple export Journal option, allows you to export any journals or corrections back to Xero in a few clicks.
You'll find carefully thought-through features, including: · Warnings during import or export · Import map creation on a per client basis · Default mappings based on the default Xero chart of accounts. · Retention of all mappings for future use
Getting started
Within an TaxCalc Accounts Production client, simply select ‘Posting’ from the left hand menu, then ‘Import Trial Balance’ and select to import from Xero, the easy-to-use wizard will guide you through the process of importing from Xero.
When you are ready to export journals or adjustments, select ‘Posting’ from the left hand menu, then ‘Export Journal’, the easy-to-use wizard will guide you through the process of exporting the journals to Xero.
