Tallyfor can help your business
File taxes
- Filing tax returns
- Data management
- Prepare work papers
- Review work papers
Reporting for Accountants and Bookkeepers
- External reporting
Overview
Tallyfor is the modern platform for tax engagements, bringing tax preparation and tax planning together into a single workspace. By providing users with a host of integrations, as well as workflow automations, the system drastically reduces the data entry, redundant tasks and human error traditionally involved in tax work. With Tallyfor, tax teams can focus on client outcomes and firm owners can focus on business performance.

Tallyfor + Xero
Tallyfor pulls organization, chart of accounts and trial balance data from Xero. From there, Tallyfor automatically creates tax groupings and posts the most common tax adjustments. Additionally, the system annotates and organizes supporting documentation
Once a user has completed their tax groupings and adjustments, along with uploading their supporting documents, Tallyfor:
- Publishes a completed binder with all tax workpapers, supporting documents, annotations and bookmarks
- Provide a tax file to auto-populate the tax return
- Posts Book Journal Entries back to Xero
Getting started
Just log in and click 'Kickstart from Xero'. We'll hand the rest!

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